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Publish a process in Skore
What is publication
You can make an official version of a process that will open by default when looking at the process.
: automatic saving of the process will create a revision
: publishing a process will create a new version
How to do
Open the HISTORY page
The modal with all revisions of your process will open, select the version to publish
Now let's start the publication process
Select an approver
In order to publish the process, you will need to select an approver. Any user of the workspace can be an approver. The modal give you.
The modal window will give you shortcut access to :
Selecting yourself as the approver
Selecting the process owner
You can also manually select any user of the workspace.
The second field,
, is optional. The requestor may enter some notes to explain the changes done to this approval. The notes will appear in the emails and the change log.
Click "Publish now" to continue.
At this stage
the process is awaiting approval
the approver, if it's not yourself, has received an
asking to approve the process
the approver can see the process at the top of the process list in the workspace
Approval & publication
Open the approval & publication modal screen
Once it is approved, open the history modal again, we can see that this revision of the process has been approved and is now version 1
Previously approved version of a process will be marked as "was approved"
Summary of version
The published version of a process will open by default to all users opening the process
If no published version, the latest (i.e. most recent) revision of the process will be shown
Summary of permissions
Request approval: any editor with "can edit" access right on the process
Be an approver: any user of the workspace (any user type -- member, editor, admin). It is your role to ensure the approver has at least "can see" access right on the process
Cancel a request: any editor with "can edit" access right on the process
Unpublish a published version: any editor with "can edit" access right on the process
See a published process: anyone with "can see" access right on the process
See any other revision of the process: anyone with "can see" access right (any user can open the History modal to browse different versions of the process)
Can an approval request be rejected ?
The approver, if unhappy, should liaise with the requestor. The requestor can cancel the request.
What emails are sent ?
One email is sent to the approver, if the approver is not the requestor (i.e. if not doing a self-approval)
One email is sent to the requestor once the process is approved and published (even if the requestor is the approver)
Can I unpublish a process, and what happens?
Yes. From the history modal a published version of a process can be unpublished.
If a previously published version of a process exists, this will make it the published version again
If no previously published version exists, the latest (most recent) revision of a process will be opened by default
History and revision management
Updated: 07 Jun 2018 04:25 PM
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