Once you've finished writing your procedure, it's time to add in your Active Criteria. You can set up your Active Criteria when the Procedure is either in Draft or Published status.
What are Active Criteria?
Active Criteria are Way We Do's power-packed features that bring your procedures to life, enabling you to further embed them within your organization.
Active Criteria includes:
Editing Active Criteria in Draft Status
You can edit Active Criteria when a procedure is in a published status as well as in a draft status. This could be either a new draft that has never been published or a draft of an already published procedure.
If the procedure has never been published any additions or changes to the Active Criteria will be applied when you publish the procedure.
If the procedure has been published, but you're making edits to it in a draft version, which includes changes to Active Criteria, these changes will be published along with any amendments to the procedure content.
When editing Active Criteria in a draft status, Way We Do keeps a record of the changes and edits you're making to the Criteria, so you can see what you've done during the edit.
To edit the Active Criteria when in draft status:
Select Finish to save the draft
Select the Active Criteria you'd like to add or edit
Make the necessary changes to the Active Criteria. You'll see two visual indicators that you've made a change:
An edit(s) link at the top of the screen
A blue indicator on the relevant Active Criteria icon
Select the edit(s) link to see a summary of the changes made
Once you select Publish the changes to the criteria will be made live
Editing Active Criteria in Published Status
You can add or edit Active Criteria on a published procedure without having to start editing the actual procedure content.
Navigate to and select the relevant procedure. You'll see the Active Criteria down the right hand side of the procedure
Select the Active Criteria you would like add or edit
As you make the changes to the Active Criteria you'll notice the indicators that appear on a draft procedure do not show on a published procedure
There is no need to re-publish the procedure
See our Active Criteria Overview support article for what each criteria means.