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Publish a Managed Document, Process or Value Stream without Approval Workflow

Publishing draft managed document, processes and value streams when approval is not required from other users.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a week ago

Once a draft item has been completed it needs to be published to give all users access to this information.

Quick Steps

  1. Open the item that you want to publish

  2. Click on the Edit Information button found at the top of the map

  3. Ensure all the properties are correct

  4. Set the review cycle frequency

  5. Click Update to any changes

  6. Click on the Actions icon found on the right-hand side in the diagram content menu. (The Actions icon has a single lightning bolt with a capital 'A')

  7. Click Publish Process

    1. Provide any information about the publish in summary of changes. This is an optional step, with any details stored in the history. More details can be found in the summary of changes article

    2. If the process has an owner or activity role with no associated users, you will receive a warning

  8. Click Yes if you want to continue publishing

  9. The process will publish and the status will change from draft to published

ALL owners, experts and roles associated to activities will receive a notification when the process is published.

The person who published the process will not receive a notification.

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