How to Create a Draft Observation Note

The Lightning Draft feature lets you collect data even when you're offline or need more time to finish an observation note later.

With just a few steps, you can save your observation as a draft right from the Learning Genie app or website!

Mobile App: Save a Draft Observation

1. Create a portfolio observation
   (Need help? Click here for a guide.)
   
   
2. Add the basic requirements: Text, Tag, Children
   

   

3. Add media — photos, videos, or audio. (Optional) 
   
   

   

4. Instead of tapping the checkmark, tap the “Draft” icon

   
   

5. That’s it! Your observation will be highlighted in pink, confirming it was saved as a draft.
   

Web Version: Save a Draft Observation

1. Create a portfolio observation
   (Need help? Click here for a guide.)
   
   
2. Add the basic requirements: Text, Tag, Children
   
3. Add media — photos, videos, or audio. (Optional)
4. Instead of clicking “Save,” click the “Save as Draft” button.
   
5. You’ll see the observation as a Past Incompleted Draft— that means it’s saved!
   

Important Reminders

• Drafts are now synced automatically between your mobile app and the web portal.
  You can start a draft on one device and continue editing it from another.

• Make sure you’re connected to the internet to ensure your drafts sync properly.

• Publish your drafts ASAP once they’re complete to keep your portfolio organized and up to date.