Publishing Process Units

After a process unit is approved, you can publish it to make its data available for viewing by all users. To publish a process unit, you must be assigned the Review Supervisor security role and All access rights.

The process unit must have a status of OK, OK SC, or NO DATA before you can publish it. After you publish a process unit, its status changes to Published. When a process unit has a Published status, you must be assigned the Review Supervisor security role to modify the data.

Note:

When a process unit has a Published status, the system does not perform a check for security roles. Any user who has Read or All access to the entity can view the entity’s data, but it is available only for viewing.

  To publish process units from Process Control:

  1. In the Browser View, expand Tasks and select Data Tasks.

  2. Select Process Control.

  3. Set the rows and columns. See Selecting Entities for Process Control.

  4. Select the process unit to publish.

  5. Click Manage Process and select Publish.

  6. Optional: Enter a comment in Comments, or attach a document for more detail.

    See Attaching Documents to a Process Unit.

  7. Optional: If you use the Tree view, select Selected Entity Only or Selected Entity and Descendants.

  8. Click Publish.

  To publish process units from a data grid:

  1. Select the cell for the process unit to publish.

  2. Right-click and select Manage Process.

  3. For Action, select Publish.

  4. Optional: Enter a comment in Comments, or attach a document for more detail.

  5. Click OK.