Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures

Way We Do provides plenty of easy to use editing tools and power-packed extras to help you create policies and procedures that your team will enjoy using. This guide provides a tutorial of the procedure editing screen, including instructions for editing, publishing, and deleting your procedures.

NOTE: Only Admins and Editors are able to edit, publish, and delete procedures.

Editing Section (Draft/Pending Review)

  1. Edit - Click the pencil icon to "Edit" the procedure.

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  2. Title Bar - Enter the name of your procedure by overwriting the words "Untitled Procedure".

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  3. Editing Tools - The Editing Toolbar contains all of the standard editing tools you would expect, with a few extras. If you are unfamiliar with any of the icons used, hover over the icon and the description will be displayed. 

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  4. Way We Do has an "auto-save" feature which appears whenever an edit is made to the procedure. 

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  5. Finish - Way We Do has an "auto-save" feature, however, we recommend that you click the "Finish" button to keep your latest edits.
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  6. Procedure Status - Way We Do allows you to assign a status to a Procedure. A procedure can be saved as a draft, marked as pending review, or published. To learn more about procedure status, read our Procedure Publishing Status Overview.

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  7. Cancel - Click the "Cancel" button to take you back to the view mode and cancel the latest edits.

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  8. Print to PDF - Click the printer icon to print the procedure to a PDF file.

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  9. Delete - Click on Finish or Cancel first if you're still editing the procedure. Then Click the trashcan to delete a procedure. 

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    It will then ask you to confirm the deletion of the Draft. 

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Published Section  

  1. View Only - Click the View Only icon to leave the editing screen without saving changes. 

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  2. Title Bar - Name of your procedure 

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  3. Active Criteria - Once set up correctly, the active criteria are responsible for sending prompts to users when their attention is required.
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    See our Active Criteria Overview article for what each criteria means. 

    NOTE: Criteria such as Tasks, Roles, and Reminders cannot be added while a procedure is in edit mode. Users must first save the procedure and enter view mode to assign criteria.
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