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Editing already published procedures
Editing already published procedures
Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Editing a published procedure is now easier. By clicking on the 'Edit' button you are able to create a temporary editable version of the procedure without affecting the published procedure. After you are done editing, publish the procedure to merge the existing version and update to a new version of the procedure.

Click on the procedure you would like to edit


Click on the edit icon on the upper right of the procedure.


It automatically moves to the procedure to the 'Editing' view and switches the status of the procedure to 'Draft' by default.

Note: If the edit button is encased in an 'Eye' icon, this means that a version of the procedure is currently being edited. It will then show you a draft/pending review version of the procedure for you to edit.

Click on the edit icon again to edit the procedure.

Click on 'Finish' if you are done editing the draft version and would like to come back at a later date to edit the procedure again.

You are also able to click on Pending review if you wish to invite others to review the edit that you made in the procedure. Click Finish to invite other users to review the procedure.


A dialogue box will appear and prompt you to invite others to review the procedure. Click Send Invite.


When you want to go back to the procedures you are editing, the editing section will be easier for you to be able to see the Draft and Pending Review procedures by clicking on the status filter.

If you are done editing, Click on the Published tab or button on top to publish the edited version. Click on Finish to Publish the procedure.


A Prompt will then let you enter some details into the procedure.


Changes made - Enter any changes you made throughout the editing phase before you published it.

Reason - Enter the reason for the changes in the procedure if there are any.

Editing Section

The Editing section will show you all the procedures that are in Draft and Pending Review. This will help you find the procedures you are editing easily.


Chose the procedure that you would like to edit. Repeat the steps above when editing.

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