This guide will teach you how to navigate and organize your Epsilon3 workspace. We'll cover general usage and terminology, best practices, basic settings, helpful links, and where to go if you have questions. Let's get started!

This is your default landing page when log in to Epsilon3. It displays your Notifications and the status of your latest Procedure Runs. Return to your landing page at any time by clicking on the Epsilon3 logo at the top left corner of your screen.

Click the 3-dot menu to change what you see on your landing page. This configuration will be saved (just for your personal workspace) next time to you log in.

Click on Runs to see a more detailed display of your Running and Ended procedures. Filter and group Runs by Projects, Tags, or Operations. Search for specific Runs by name (or ID) using the Search Runs bar at the top on this page.

As your team begins creating and running more procedures, Tree View is the often the best way to view and group Runs by Project.

All of your Active and Archived Procedures can be found in your Library. This is also where you'll start when you need to create, edit, review, release, and run procedures.

Only released Procedures can be Run. If there is no released (i.e. reviewed & approved) version of the procedure, the option to Run will be greyed out. If there's a newer / un-released version, you'll see "Edit Draft" in the State column.

This is where you can create and save Step and Section templates that can be plugged into procedures. These save time and ensure consistency while building new procedures.

Read more about Snippets in this Section and Step Snippets article.

You must be an admin to view settings. If you don’t see this option, feel free to skip ahead to the next section.

This is where admins can adjust settings that apply to more than one procedure or to the workspace as a whole.

Navigate to the Procedures Library and click the blue + New Procedure button.

A procedure is broken down into Sections with corresponding Steps that can include a wide range of notes, media, and content blocks that require inputs, actions, and role-based step Signoffs.

To learn more about building out steps within a procedure, check out this Anatomy of a Step article that breaks down every type of content block and how to add them.

For quick keyboard shortcuts to copy, paste, and delete content blocks, check out this Edit Menu Quick Actions article.

Step Dependencies can be added using an AND/OR logic to lock steps until others have been completed. Check out this Step Dependence article to learn more.

Conditionals allow you to set the next action based on the results of the current step. The next action can be triggered either upon the step completion or fail or based on the selection from a List or Custom List field input.

There are some global Procedure settings that we talked about in the Settings section of this Guide. To view or change the Procedure based settings, you need to be in Edit Draft mode.

Once you are in Edit or Draft mode, you will see a Procedure Setting button.

In Procedure Settings, you are able to view and update the following:

Once the draft of the procedure is complete, a Review and Release of the procedure must happen before the procedure is able to be run.

Reviewers can be added using our standard "AND" and "OR" logic. 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 this example, the procedure will need to be signed off by someone with the MD role AND someone with either the AD role OR the ADHOC_TESTING_2 role.

For more information about adding or removing reviewers, check out this Assign or Remove Reviewers article.

Reviewers can also be set as a Global setting that will apply to all procedures. See this article on Setting Global Required Reviewers / Review Types. Required reviewers cannot be removed at the procedure level.

Comments can be made while in review. Start a thread or @mention other collaborators to send them a notification! Read more about it here: Review Comments.

For subsequent versions of a released procedure, any suggested edits or redlines made during runs will be available for review and incorporation into the next draft of the procedure. To read more about how to suggest edits during a run, check out this article. Also check out Procedure Review Diffs and Review of a Procedure to get more granular details.

A procedure version must be released before it can be run. You are not able to run a Draft version of a procedure.

When all necessary sign offs of a review are complete, the Release button becomes selectable.

If you see this message then you do not have an Operator Role with Release Permissions. Go to Settings > Roles to view which Roles have release permissions.

An admin can either add Release permissions to a role already assigned to your user from this Roles screen, or they can edit your user to assign a role that already has Release permissions.

You can add review types to account for multiple groups of required reviewers to adjust for different review requirements, such as major and minor version updates.

These differ from the Reviewers added directly to the procedure in Review in that they are a global setting that will apply to all procedures in Review, based on the selected Release Type.

Click the Settings icon in the left navigation pane, then click into the Release section.

Click the Edit button to add or edit Review Types.

Reviewers are also added here using “AND” and “OR” logic. For more details, check out Setting Global Required Reviewers / Review Types.

Anyone with Viewer access or above is able to view and comment on a running procedure. A user would need an Operator access level or above in order to Participate and Sign Off steps in a run.

To start a new run, navigate to a procedure from the Procedures list and click the Run Procedure button.

The running procedure can be viewed as List View (all of the sections and steps visible and listed out to the side) or Single Card View (one step at a time) using the buttons at the top of the screen.

For a quick run down of Signing Off on Steps, Repeating a Step, Skipping a Step, and more, check out this Run Procedure article!

You can also Add a Step in a Running Procedure as a Redline (a change that is suggested for all future versions of the procedure) or a Blueline (a change that is only applicable to this specific run).

Check out this article on Suggesting Edits While Running that goes into more detail on Redlines and Bluelines.

Support is just a Green Button away! If you need any help at all, you can click on the little green button in the bottom right corner of the application, the Help Center, or on the website. Search for articles in the chat, or connect to a live person quickly and easily!