Redlines are suggested edits or additional steps that will be available / visible for incorporation in the next Draft of the procedure.
Bluelines are suggested edits or additional steps that will only apply to the run in which the suggestions are made. They will not appear in the next Draft version.
Navigate to any currently running procedure.
Navigate to any step that you would like to change and click SUGGEST EDITS using the 3 dot menu in the top right corner of the step.
Make changes to any content block type and/or leave a comment and click save when finished.
Make any Comments on Suggested Edits in the Comment filed before savign as a redline or blueline.
TIP! This is a great place to give more context on the edits you have suggested and/or provide suggestions for any fields that can not be edited directly.
You will be prompted to select if this change will be a Redline or a Blueline. Once selected click the Confirm button.
NOTE: When you save the suggested edit you will see a red or blue Strikethrough S with a dot indicating an edit has been suggested. Clicking on that icon will show you the suggested edit and give you the option to "Include in Run" which will change the field to the new suggestion. This will be marked with the Strikethrough S with no dot.
Once you select Include in Run you can not undo it, but you can click the pencil icon and redo it.
Click into the suggested edit icon to see more details and/or accept the changes.
Toggle between the Current Version and the Latest Version. Accept the changes to include them in this run.
Accept changes is not an option for Suggested Edits on steps that have been completed, failed, or skipped.
Once the changes have been accepted "Redline/Blueline included" info will appear in the Activity for that step.
Changes can not be unaccepted however you can suggest edits again and make any necessary changes and accept them to either revert or correct prior suggested edits.
ADDITIONAL INFO
Once any user has signed off on a multi-user step no more suggested edits can be accepted/included in this run.
If a step is skipped or repeated the suggestions already made will be carried over and additional suggestions can be made on the subsequent steps.
The ability to suggest edits is tied to Operator Roles. Check out this article on Suggest Edit Permissions for more details!
Suggest edits are designed to be used to show what was executed during a procedure run and will be available for incorporation into the next version of a procedure when a new draft is completed if Redline is suggested.
In the run, you can see how many Redlines or Bluelines have been suggested but not included in the run at the top of the page. You can scroll through these using the arrows on either side of the Suggested Edits Symbol.
For Redlines, when editing the next draft of the procedure, you can scroll through these Redlines by clicking the arrows on either side of the Suggested Edits icon at the top of the page in Edit mode. Bluelines will not carry over into this Draft.
Adding a step or steps to a running procedure will also create a Redline or Blueline when saved.
For more details on adding a step during a run check out the Add Step in a Running Procedure article!