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!

When you log in, you land on your default landing page, which displays your Notifications and your Tasks. Return here at any time by clicking the Epsilon3 logo in the top-left corner of your screen.

From the Tasks panel you can add a task with + Add Task, set its priority (Low, Medium, or High), assign it to a user, check it off when complete, and filter the list. Tasks can also be associated with the Shift Log — from a shift log entry, use Create or link task to attach a new or existing task.

Click Runs to see your Running and Ended procedures. Use the Search Runs bar to find a specific Run by name or ID. You can also Filter Runs by Projects, Locations, Tags, Operations, or Type, and Group them by Upcoming Locations, Project, Status, or Type.

The Library, in the left navigation, is where your team's content lives — including Procedures and Snippets. It's where you create, edit, review, release, and run procedures.

The Procedures tab lists every procedure by state — Active, Archived, and Templates. Only released procedures can be run: if there's no released (reviewed & approved) version, the Run option is greyed out, and if there's a newer, un-released version, you'll see Edit Draft in the State column.

Under Snippets you can create and save Step and Section templates to plug into procedures — saving time and ensuring consistency while building new ones. Read more in Content, Step, and Section Snippets.

You must be an admin to view Settings. If you don't see this option, skip ahead to the next section. Settings is where admins configure options that apply across multiple procedures or the whole workspace. It's organized into four areas:

To create a procedure, navigate to the Procedures Library and click the blue + New Procedure button.

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

To learn how to build out steps, see Anatomy of a Step, which breaks down every content block and how to add them. For keyboard shortcuts to copy, paste, and delete content blocks, see Edit Menu Quick Actions.

Step dependencies use AND/OR logic to lock steps until others are completed. See Step and Section Dependence.

Conditionals let you set the next action based on the result of the current step — triggered on step completion or failure, or by a selection from a List or Custom List field.

Procedure-level settings are separate from the workspace Settings covered earlier in this guide. Access them via the cog icon in the upper-right of the procedure while in Edit / Draft mode. In Procedure Settings you can configure:

Attributes

Run Settings

Start / End & Data

Release Settings

Print

Once a draft is complete, it must go through Review and Release before it can be run.

When a draft is ready, click Review to open the review-stage prompt. Set the version and add reviewers — either specific roles (anyone with that role can sign off) or individual people — then click Move to Review. Review groups are managed under Settings > Rules & Automation > Release (covered in the Settings section above), where they can also be set as a global default that applies to all procedures. While a procedure is awaiting release, it shows the review group that must sign off.

For more, see Assign or Remove Reviewers and Review Groups / Multi-Stage Review / Release Flow. You can also comment during review — start a thread or @mention collaborators. See Review a Procedure, Procedure Review Diffs, and Suggest Edits While Running.

A procedure version must be released before it can be run — you can't run a draft. When all required signoffs are complete, the Release button becomes selectable.

Being able to release comes down to permissions, not your workspace access level. Regardless of which role or roles a person has, releasing a procedure requires:

You can configure global review groups for release to account for different requirements — for example, major vs. minor version updates. These are set from Settings and apply to all procedures based on the selected release flow.

Anyone with View permissions can view and comment on a running procedure. To Participate and sign off steps, you need Operate permissions.

To start a run, open a procedure from the Library and click the Run Procedure button.

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

For signing off, repeating, and skipping steps, see Run Procedure. You can also add a step in a running procedure as a Redline (suggested for all future versions) or a Blueline (only this run) — see Suggesting Edits While Running.

Support is just a green button away. If you need help, click the green button in the bottom-right corner of the application, the Help Center, or the website. Search for articles in the chat, or connect to a live person quickly and easily.