How do I edit a procedure? (Institutional Representatives Only)

Any draft procedure contributed by your institution can continue to be edited.

Note: It is suggested to have information prepared in advance so that the procedure will be able to be published within 24 hours of creation, if possible. This helps to prevent duplicated procedures in the system (e.g., someone publishes a procedure while yours was in draft). If you save a draft and return to it at a later time (e.g. a few hours), double check the procedures list to confirm that you're not duplicating.  

       Draft procedures can be located using the following instructions:
 

1. Click on the Representative link at the top of the site.
   
   
2. Click on Procedures.
   
   
3. Click on the Drafts tile under My Procedures.
   
   
   

In addition, any active (published) procedure contributed by your institution can continue to be edited until it is endorsed by any other procedure or until any other institution creates a child procedure from the contributed parent procedure. 

Active procedures can be located using the following instructions:
 

1. Click on the Representative link at the top of the site.
   
   
2. Click on Procedures.
   
   
3. Click on the Active tile under My Procedures.
   
   

To edit any procedure in the draft or active list:

1. Click the Edit button (pen icon) to the right of the procedure
   • Procedure in Draft list:
     
      
   • Procedure in Active list:
     
     • The following error message is returned if editing a procedure with endorsements or child procedures is attempted:  
       
2. Edit the desired information and click SAVE in that section. See ADD CREATING PROCEDURE ARTICLE LINK HERE for instructions on creating your procedure: For example:
   
   
   
   • Edits made to draft procedures will update the draft, but the procedure will not be published until SAVE ALL or PUBLISH is clicked at the bottom of the form (see Publish a Draft Procedure for additional instructions).
     
     
   • Edits made to active (published) procedures will appear right away. No need to click SAVE ALL (button does not take any action in Edit mode on an active procedure).
     
     
     
3. To exit the procedure (draft or active), click on the My Dashboard or My Procedures link above the form. Be sure you've saved all desired changes prior to exiting.
   
   

Have questions or need help? 

Submit a request to the CUSP Help Desk Team at https://cusp-help.freshdesk.com/support/tickets/new. 

Return to Procedure Management - For Institutional Representatives Only