Documentation | User Guide

Documentation | User Guide

Create a new procedure version

This segment of the guide explains how to create a new version for a procedure. To create a new procedure version, the To column must not be populated. Once a new version of a procedure has been created, the old version is no longer valid

Step 1 - Go to the Maintain Procedures page
  1. Go to the Procedure Information;
  2. Click on Maintain Procedures. This opens the Maintain Procedures page (604:2003);

Step 2 – Create a new version
  1. Go to the List Of Procedures section;
  2. Find the procedure serving as a model for the new version;
  3. Click on the line of the procedure that is the subject of the request (the line becomes grayed and the Operations button becomes available);
  4. Click on the Operations button. This action opens a drop-down list allowing you to choose between different options;
  5. Click on the Create a new version option. This action opens the pop-up window Create a Version for a Procedure;

  1. Go to the Procedure Information from its Last Version;
  2. Fill out the required fields (identified by a red asterisk *). For example, To;
  3. Go to the section New Version;
  4. Fill out the required field (identified by a red asterisk *). For example, Effective From. This action opens the confirmation window;
  5. Click on Create New View;

  1. Click on Yes. This action confirms the new version and updates the Maintain Procedures page (604:2003).