Publishing Training Plans

Administrators can publish only training plans that have a version with a Status field value of Approved. Also, users can manually add to sites the training plans that administrators publish. During the process to publish a training plan, no one can change any of the data associated with that plan. For more information, see "About Publishing Training Plans".

If the publishing process is unsuccessful, then possibly the server is not operating. For more information about unsuccessful publishing processes, contact your system administrator.

To publish a training plan 

1. Navigate to the Administration - Clinical screen, then the Training Plans view.

2. Drill down on the Name field of the training plan that you want to publish.

3. If necessary, change the Status field for the version of the plan from Draft to Approved, and save the version record.

4. Click Publish.

   The publishing process is initiated, and the value in the Process Status field for the training plan changes from Not Started to Publishing.

5. Navigate back to the Administration - Clinical screen, then the Training Plans view to see the final status of the publishing process.

   After the process is complete, the Process Status field changes to Published if the process is successful or to Failed if the process is unsuccessful.