Introduction
This guide demonstrates the process of publishing a new release of a guide.
Who Can Publish Guides?
Users with Admin or Author privileges can make changes to the guide pages and publish a new release of the guide.
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After completing your edits, click on the View Draft button.
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The drop-down in the upper-left of the page will read DRAFT.
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Click on the Create Release button in the upper-right of the page.
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The Create Release window will open when the page refreshes.
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Select either Major Version or Minor Version to identify the version type for this new release.
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Major Versions are typically categorized as document releases that contain major changes to steps (procedures) or the addition or editing of data capture forms.
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Minor Versions are typically categorized as document releases that contain only small changes to the document, like grammar, punctuation, or spelling.
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If auto-numbering is enabled on your site, a version number will populate when you select the Version Type.
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Major Versions increase the version to the next whole integer.
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Minor Versions increase the version to the next decimal.
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A Release Title can be set for the new release version of the guide.
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In the Release Notes field, record the change(s) that will be published in the new release.
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To immediately publish your release, be sure the Publish drop-down field is set on Immediately.
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Click on the Publish button.
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Once the page refreshes to guide view, the release date updates.
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If published immediately, the current date shows in the upper-left of the page.
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To immediately publish a release that has an Approval Process, click the Request Approval button in the lower-right corner, beneath the Release Notes field.
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The release status will now be Awaiting Approval.
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To schedule a future Publish date and time, click in the Publish drop-down field.
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Select on a specific date
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Click in the date field in the lower-right of the page.
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Type in the publish date for the new release, or you can select it from the calendar.
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To publish after a specified number of days, select after a number of days.
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Type in the number of days between the day the release is approved and the day the release is published.
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Click on the Request Approval button when all of the fields are complete.
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Once the page refreshes to guide view, the release date updates.
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When the release of a guide is scheduled to publish on a specific date, the status of the release displays as AWAITING APPROVAL or APPROVED, if approved.
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If the guide has been assigned an Approval Process, click the Request Approval button in the lower-right corner, beneath the Release Notes field.
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The release status will now be Awaiting Approval.
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