Navigate to a procedure's homepage using either:
CMD+K / CTRL+K to search for it
Master Procedures page
Click EDIT, EDIT DRAFT, or NEW DRAFT to enter edit mode on a specific procedure
(depending on what state the procedure is currently in).
Make applicable changes.
Click the save icon to save.
NOTE: The procedure will auto save every 10 seconds.
Click the eye icon to preview.
Once all Edits have been made in a procedure and you're ready to put it out for review, click REVIEW and then select one of the configured Review Types. This will auto-populate the required Reviewers and Review Stages for that Review Type.
Use the + signs to add additional reviewers before selecting Move to Review.
In the case of Multi-Stage Review, each review stage will be listed on separate lines. For more information on Multi-Stage Review check out this Review a Procedure article.
Reviewers can be added using standard "AND" and "OR" logic.
Click to see more
Click to see more
Each new block represents a signature. Signatures for review can be gathered by Operator role (anyone with that operator role can signoff) or User (a user's email will be used and that specific user must signoff).
Operator roles and user emails are both represented in the same drop down menu.
In the example below, the procedure will need to be signed off by someone with the AVI role AND someone with either the OP1 role OR the ACS role.
Click the x next to the role or user to remove them as a reviewer.
Hover over the signoff block and click the x that appears to remove that signoff block.
Click Move to Review to lock in reviewer selections.
Each new block represents a signature. Signatures for review can be gathered by Operator role (anyone with that operator role can signoff) or User (a user's email will be used and that specific user must signoff).
Operator roles and user emails are both represented in the same drop down menu.
In the example below, the procedure will need to be signed off by someone with the AVI role AND someone with either the OP1 role OR the ACS role.
Click the x next to the role or user to remove them as a reviewer.
Hover over the signoff block and click the x that appears to remove that signoff block.
Click Move to Review to lock in reviewer selections.
Click Move to Review to save the selected reviewers and enter Review Mode.
Ensure you have a unique version # or you will not be allowed to put a procedure in review. The Review pane will be green if there are no reviewers OR all of the reviewers have signed off, thus signifying the procedure is ready to be released.
To add or edit reviewers, click Edit to re-enter Edit mode and then select Review again. You will only be able to edit on the active review stage or later. Previous review stages are locked.
If Edits are made to the draft version of the procedure mid-review, approvals will only clear on the active review stage and only if the box is check to "Clear approvals if additional changes are made" in the Review Types section in Settings:
Approvals made in previous/locked stages will not be cleared even if the box is checked in Settings. For more information, see Setting Review Types / Multi-Stage Review.
The Review pane will be yellow if there are reviewers that have not yet signed off.
TIP!
Hit the NOTIFY REVIEWERS button to send all of the reviewers an email to notify them of their need to review.
Once a reviewer has signed off, the only way to clear the sign off is to make an edit to the draft version of the procedure while still within the same Review Stage. This will also ONLY clear the approvals if the "Clear approvals if additional changes are made" setting is checked for that Review Stage.
Required reviewers / Review Types are set in the admin settings and can not be removed. For details on how to add or edit Mandatory Reviewers, check out our Setting Review Types / Multi-Stage Review article!