Edition
An edition is a single period's instance of a blueprint — the form where contributors enter data, reviewers assess it, and report managers approve and publish the final report.
Accessing an edition
- Navigate to Report Forge from the main navigation.
- Click the Editions tab.
- Click an edition in the list to open it.
The list shows all editions across all blueprints you have access to. Filter by blueprint, status, or date to find the right edition.
Edition header
The edition header is sticky and always visible. It shows:
Left side:
- ← Back — Return to the Editions list.
- Breadcrumb — Editions > reference code (e.g. Editions > MPR-2026-01).
- Edition title — Reference code (e.g. MPR-2026-01).
- Status badge — Current status (Draft, In Review, Approved, Published).
- Subtext — Blueprint name, version, project, and reporting date.
Right side (toolbar buttons — shown based on status and role):
| Button | When shown | Action |
|---|---|---|
| Undo (Ctrl+Z) | Draft, when changes exist | Undo the last cell edit |
| Redo (Ctrl+Y) | Draft, when undo history exists | Redo the last undone edit |
| Copy Prior | Draft | Copy field values from a prior edition |
| ✨ AI Fill | Draft, AI access enabled | Open AI Fill — upload a source document and AI suggests field values |
| Save | Draft, when unsaved changes exist | Save all unsaved changes — shows dirty cell count (e.g. "Save (3)") |
| Submit | Draft | Submit the edition for workflow review |
| Review | Workflow active | Toggle the Review panel (workflow progress, steps, comments) |
| Approve | In Review, no active workflow | Approve the edition (with confirmation) |
| Reject | In Review, no active workflow | Reject and return to Draft (with confirmation) |
| Publish | Approved | Publish the edition — makes it immutable |
Section tabs
Below the header, each section in the blueprint appears as a tab. Click a tab to switch sections.
Each tab may show:
- ● (amber dot) — The section has unsaved changes.
- Blue badge — The section has unresolved review comments (count shown).
Data entry modes
Each section renders in one of two entry modes, based on the section's display mode setting in the blueprint:
| Mode | Layout | Best for |
|---|---|---|
| Form mode | Vertical, field-by-field form | Detailed per-row entry, rich text, file uploads, complex fields |
| Grid mode | Spreadsheet grid — columns = fields, rows = data | Tabular data, bulk entry, fast row-by-row input |
See Form Mode and Grid Mode for full details.
Alert messages
Alerts appear below the header in certain states:
| Alert | When shown |
|---|---|
| Under workflow review — Editing locked | The edition has an active workflow review. Contributors cannot edit until the review is complete. |
| Workflow Approved on [date] | The workflow has been approved. Edition can now be published by a report manager. |
| You have view-only access | Your role is Viewer for this blueprint — you can see data but not edit. |
Keyboard shortcuts
| Shortcut | Action |
|---|---|
| Ctrl+S / Cmd+S | Save all dirty (unsaved) cells |
| Ctrl+Z / Cmd+Z | Undo the last cell edit |
| Ctrl+Y / Cmd+Y or Ctrl+Shift+Z | Redo the last undone edit |
A browser warning also appears if you attempt to navigate away with unsaved changes.
What's next
- Form Mode — entering data in vertical form view
- Grid Mode — entering data in spreadsheet grid view
- Copy Prior — pre-populate from a previous edition
- AI Fill — upload a source document and AI suggests field values
- Submit and Review — submit for review, workflow steps, approval
- Edition Lifecycle — status flow from Draft to Published