When publishing an item in Way We Do you can schedule a future date for when the new procedure version will "go live" and be accessible for all team members to view.
This feature is available when publishing for the first time as well as when publishing an updated version of an existing policy, procedure, or process.
Why would I use this feature?
There's a few reasons why you may like to use this feature:
You've created a brand new item that comes into effect on a future date
You're editing an existing item to reflect upcoming changes. For example, a change to legislation is impacting a policy as of a specific date, so you edit the document in preparation for this date
You've created a range of items related to a project. So, you set the publish date to match the "go live" date of your project
Please note: this is an optional feature. To switch it on in your account, please let us know via support@waywedo.com or use the chat feature in the bottom right of your Way We Do browser window.
How to add a scheduled publish date to a procedure
When you're ready to publish an item you will select the Publish tab as usual
Confirm that the Publish tab is now highlighted blue, then click Finish
The Publish Procedure pop-up will display
There's now a Publish date field
Click your cursor into this field to display the date selector
You can now set a Publish date
If you want to publish it immediately, enter today's date
If you want to schedule it to publish on a future date, use the date selector to choose the appropriate day. Note: it will publish at 12am on the selected date
Then click the Publish button on the bottom right of the pop-up
If you entered today's date it will display immediately as a published procedure
If you chose a future date a purple banner will show that this is an upcoming version, the version number, and the scheduled publish date
The banner will also display two buttons:
Configure: this is where you can amend or cancel the scheduled publish (further instructions below)
View [version number]: if this is a republish of an item, this button will display the previous version number, e.g. v1.0, and you will be able to select this button to view the most recent published version. Note: you'll only see this button if this is a new version of an already published item
When you navigate back to the label any item that has a scheduled publish date will display on the Editing view
Make sure the view is set to Editing
The procedure card will show a status of Upcoming
Using the Configure button
The configure button enables you to change the scheduled publish date, publish immediately, or cancel the scheduled publish
Select Configure on an upcoming item
The Configure Upcoming Procedure pop-up will display
There's three options to choose from:
Change publish date: select this option, then use the date selector to change the date of the scheduled publish
Publish now: select this option to publish immediately
Cancel publish schedule: choosing this will return the item to a draft status and allow you to continue editing
