There are 3 ways to edit a procedure:
If the procedure is brand new, navigate to the Master Procedures tab and select + New Procedure
Navigate to the desired procedure's homepage and then click NEW DRAFT or EDIT.
If a draft already exists for the procedure, click EDIT DRAFT directly from the Master Procedures list or from the procedure's homepage.
If you would like to make edits to a RELEASED procedure, the edits will need to be performed on a new or existing draft version. The draft will need to go through REVIEW and RELEASE as a new version before the changes will reflect in runs.
Edit the Version # to reflect the new Draft's version.
You will not be able to enter REVIEW without a unique Version number for the procedure.
Editing a Draft with Other Users
More than one person can edit the same draft at the same time. There is no limit on how many people can work in a draft together.
See who is in the draft
When someone else has the draft open, their avatar appears next to the Edit Procedure title at the top of the left sidebar.
See what each person is working on
When someone is editing a step, the step is highlighted and shows their avatar. Their avatar also appears next to that step in the table of contents.
While another person is editing a step, the step is disabled for everyone else. It becomes available again when they move on. The same applies to the procedure name, procedure variables, and headers.
Sections are not locked. People can work on different steps in the same section at the same time.
See other people's changes
Changes appear for everyone as soon as the person editing saves. There is no need to refresh the page. Changes do not appear letter by letter while someone is typing.
If two people save changes to the same part of the draft, the last save is kept.
Epsilon3 does not keep a record of which person made each change while a draft is being edited. In REVIEW, the draft shows the last person who edited it and when.