What you need to know
Nobody can start work from a draft. Publishing makes a draft live, so work can start from it. Publish first checks the version and lists what to fix. When the list is empty, you publish with one button. You need to be a department manager or a company administrator.
Before you start
- The version is a draft. Its status shows Draft beside its number.
- You have checked each section: stages, outcomes, fields, tasks, transitions, dependencies and the task grid.
What to do
Before you do this
After you publish, nobody can change this version, and there is no way to take it back to a draft. To fix something later, select Revise on the template's page: it makes a new draft that you change and publish. Projects that already started keep their version until a manager moves them to a newer one: see Move work to a newer version.- Open the template from Workflow Templates, select Edit on the draft, and select Publish in the left menu.
- Read the list under Before publishing. For each item, select its Go to link, fix it there, and come back to Publish. How to fix each one: Publish checks.
- When the list says Ready to publish., select Publish this version.
Confirm it worked
You are back on the template's page. In the list of versions, this one shows Published, and its Published column shows the day and who published it. Its button now says View, not Edit.
If it did not work
- Publish this version cannot be selected: something in the list is still open. See Why the button cannot be selected.
- A message titled Not published appears: publish found a problem the list did not show yet, for example because someone changed the draft a moment ago. The list checks again by itself. Fix what it shows, then publish again.
- There is no Publish this version button: the version is already published or retired. A message says, for example, “This version is published and can no longer be published.”
- Your role does not allow publishing: ask a department manager of the department.