| Applies to | Centro QMS/QMS Starter |
| Does NOT apply to | Centro ESSENTIALS |
1. Access Admin>Hidden Items.
2. Click once on the item you want to make visible and click Make Viewable.
2. Click OK.
3. You will receive a confirmation when this has been completed. Click OK.
This creates a separate Draft which can be edited and published.
4. Open the policy you want to edit. If the policy already has a draft version (or a version that is awaiting approval/publication) open this version to edit NOT the older published version.
5. Click Edit and make all relevant changes.
5. You can preview your policy by clicking View. This shows you how your policy will appear in the web app once it is published. Click Edit to return to policy editing mode.
6. When you have made all the required changes, click Send for review.
7. The release management workflow appears. Write a summary of what was changed and click Send for review. The new policy version is now ready for approval.
8. To approve a new policy version click Approval. You will have the option to either approve the policy or revert it to draft.
9. Click Approve. The release management workflow appears. You can edit the summary of what was changed and also have the option to select who approved the item, the date on which it was approved as well as the next review date. Click Approve to confirm changes.
| Tip |
| If the updated policy is part of a larger release (i.e. a release with multiple content updates), leave it marked ‘Ready to Publish’. When you are ready, you can publish it at the same time as your other content updates by accessing the Home tab and clicking Manage Changes. Please see the guide titled Publish Multiple Changes (in One Release) for more information. |
10. To publish the new policy version, click Publishing. At this stage, you can still revert the policy to a draft to make further changes. When you have finished all editing, click Publish Immediately.
4. When you confirm publication, a release management workflow appears. You have the option to edit the summary of what was changed. Click Continue to publish the new policy version.
5. The release label and notes window appears. Write official release notes about the new policy version. You can edit the release notes later if required.
| Field | Description |
| Label this release | The official name of this release. |
| Release notes | Details about what updates you have made. |
| Post a news item about this when the items are published | If selected, you can post a news item on the Home tab to notify users about your content changes. |
| News item title | Title of the news item that will appear in the Home tab. |
| News message | The message that will appear under the news item title. |
| Include link in release summary | If selected, this option will allow you to include a link to the release notes for the item. |
| Email all users when this News Item is published | If selected, all web app users in your organisation (provided they have activated their account) will receive an email notification about the release at 5:30 am AEDT/AEST the following day. |
6. Click Publish to officially release the new policy version. It is now visible to all users via their mobile app. Refer to Complete required reading.