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Sharing routines with subunits

Sharing routines with subunits

Editing Routine

theres superadministrator in an ownership administration that can create and publish routines down to subunits.

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  1. Get into the appropriate routine.
  2. Press on cogwheel and choose Edit.

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Publishing

Sharing with subunits

When you are going to publish a routine, you have the following options for sharing to subunits:

  • Do not share to subunits β€” the routine remains with the owner administration only.
  • To all subunits β€” the routine is published to all subunits.
  • To selected subunits β€” the routine is published to selected subunits.

Permissions for subunits

When you share a routine, specify which permissions the subunits should have:

  • Reading only β€” the subunit can only read the routine, no changes or additions possible.
  • Add Comment -- the subunit can add local text to a separate comment box, but cannot change the routine itself.
  • Customize your own β€” the subunit can adapt the routine to its own needs.
Note: In the selection of Customize your own is it subject to restrictions from the owner administration. The permission cannot be made more stringent, and selected subunits cannot be removed retrospectively.

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Change type and notification

Before publishing, you need to decide on the field Change type:

  • New version β€” used for new routines or changes in content.
  • New version β€” notification β€” used if managers are also to be notified of the change.
    • Then you get an additional option to send an email notification or get a notification in Mentor HSE. Squat off for who should receive the notification.

Comment on publication

Decide who and how updates should be notified to the subunits. We always recommend writing a short comment so that the subunits understand why the routine has been created or changed.

Storage

When you're done:

  1. Press the blue button Publish.
  2. The routine will then become available in The HSE Manual to the appropriate units.

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