How do I approve a draft of a procedure so that it becomes the live version and notify everyone who has access to it?

The instructions below will show you how to approve a draft of a procedure so that it becomes the live version and notify everyone who has access to it.

When a draft of a procedure is approved it becomes the live version and this allows the content to be searchable.

P.S: Only managers of teams and super managers have the ability to approve drafts of procedures.

  1. 1

    Select the Procedure

    Click on the procedure you want to view.


  2. 2

    Click on Versions

    When the procedure page loads, click on the clock icon (Versions).


  3. 3

    Select the Draft

    When the versions history sidebar for the procedure opens, click on the draft of the procedure you want to approve.


  4. 4

    Approve & Notify

    Click on the “Approve & Notify” button to make the draft of the procedure go live, and notify everyone who has access to it.