Update Procedure Publish/Draft Status

Step-by-step instructions: Publish a Procedure draft
Written by Keith Gillette
Updated 2 months ago

A Procedure must be marked as Published before it may be used to create an Assignment. New Procedures are marked as Draft. Published Procedures may be reverted to Draft when significant changes are being made in order prevent assignment while the Procedure is unfinished Owners and Managers my update publishing status. 

  1. Navigate to your Procedure.
  2. Press the Publish/Revert to Draft button in the Assignment section of the Action panel in the Details pane.


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Overview

  1. Procedures Overview
  2. Manual Roles

Step-by-Step

  1. Navigate to a Procedure
  2. Create an Assignment

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