How do I publish a draft procedure? (Institutional Representatives Only)

Created by Help Desk Team, Modified on Fri, 24 Jan at 1:44 PM by Help Desk Team

  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.
    Image of Representative's Draft Procedures page 
  4. Click the Edit button (pen icon) to the right of the procedure that should be published.
    Image of Edit button to the right of image on draft list 

  5. Make the desired changes, and then click PUBLISH or SAVE ALL to publish the procedure to the main list. You can continue to edit the procedure until another institution endorses the procedure or creates a child procedure from this procedure.

    Image of Finalize This Draft section and Save All button


    Note: It is not recommended to leave procedures in draft for extended periods as this can lead to duplicated procedures in the system (e.g., someone publishes a procedure while yours was in draft). If you've saved a draft and returned to it at a later time (e.g. a few hours), double check the procedures list to confirm that you're not duplicating.

    To ensure your procedure is complete before publishing, see ADD CREATE A PROCEDURE ARTICLE LINK HERE.

    OR Click DELETE (red button in the above image) to delete the procedure.
    OR You can exit the procedure by clicking the My Dashboard or My Procedures link above the procedure form. Be sure you've saved all desired changes prior to exiting. You can continue editing and publishing the draft procedure at a later time. See Editing a Procedure.
    Image of My Dashboard and My Procedures links above Procedure form


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

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