Reviewing In-Suite Authoring Designer Mode Suggestions on Web App

Once a procedure author has made change suggestions within a procedure template using the Tempo iOS app in-suite authoring Design Mode feature, those suggestions become available in the Tempo web application procedure template for review and acceptance or rejection.

A procedure author may propose changes to a draft procedure template on the iOS app using the in-suite authoring Designer Mode feature. From the web app, procedure authors can review, modify, and confirm added, deleted, or modified steps.

Reviewing Designer Mode Suggestions

After a procedure author proposes one or more changes to a step in a draft procedure template, the step displays with a dotted outline in the web app.
VERSION NOTE:
The image and description below reflect v7.0.X and subsequent versions. There will be slight variations to the wording and visuals if using v6.5.X.

• Addition: New proposed steps display with a note that the step has been added from Designer Mode, a green dotted outline, and a green + to the right of the step name.
• Modification: Modified steps display with a yellow dotted outline, and a yellow step name.
• Removal: Deleted proposed steps display a red dotted outline, and a red, crossed-out step name.

Reviewing a modified step

VERSION NOTE:
The directions below reflect v7.0.X and subsequent versions. Field and setting names for v6.5.X are noted in parentheses..

1. When a step has been modified from Designer Mode on iOS app, a procedure author using the web app can click the name of the step on the procedure template Steps tab (Augmented Steps tab) to view the proposed modifications.
2. At the top of the step summary, an orange note displays. This note includes step-level comments (if applicable) and prompts the procedure author to review the modifications.
   • Proposed process actions, resources, or formulas (inputs or actions) display in the applicable section with a green dotted border (and checkmark). Click More Options > Edit to accept the input or action. Then, make any required edits and select the Add button.
   NOTE:

   If the input or action should not be added, click more_horiz More Options > Reject to remove the proposed input or action; this also permanently removes any comments or information related to this input or action.

   • Comments indicating proposed changes to an existing process action (input or action) display in the applicable section with a paper icon and an orange dotted border. Click More Options > Edit to accept the proposed change. Then, make any required edits and click the Save (Save Changes) button to save changes or click the Delete button to delete the input or action.
   NOTE:

   If the process action (input or action) should not be edited or to remove the comment after an edit is made, click more_horiz More Options > Dismiss Comment to permanently remove the comment.

Once all modified inputs and actions have been reviewed and accepted or rejected, the notes at the top of the step summary and on the Steps page are removed.

Reviewing a removed step

VERSION NOTE:
The directions below reflect v7.0.X and subsequent versions. Field and setting names for v6.5.X are noted in parentheses..

1. When a step has been removed from Designer Mode on iOS app, a procedure author using the web app can click the name of the step on the procedure template Steps tab (Augmented Steps tab) to view the step.
2. At the top of the step summary, a red note displays. This note includes step-level comments and indicates that this step and all of its content have been suggested for deletion. Click Delete Step if this step should be deleted from the procedure template.

Reviewing an added step

VERSION NOTE:
The directions below reflect v7.0.X and subsequent versions. Field and setting names for v6.5.X are noted in parentheses..

1. When a step has been added from Designer Mode on iOS app, a procedure author using the web app can click the name of the step on the procedure template Steps tab (Augmented Steps tab) to view the proposed step.
2. At the top of the step summary, a green note displays. This note includes step-level comments (if applicable) and indicates that this step has been suggested for addition. Click Confirm if this step should be added to the procedure template.

3. The note at the top of the step summary turns orange and prompts the procedure author to review the individual instructions, and process actions (inputs, and/or actions) added to the step.
   • Proposed instructions display in the Text Instruction field with an orange dotted border. Click Confirm to confirm the instruction or more_horiz More Options > Reject Instruction to remove the instruction.
   • Proposed inputs or actions display in the applicable section with a green dotted border. Click More Options > Edit to accept the input or action. Then, make any required edits and select the Add button.
   NOTE:

   If the input or action should not be added, click more_horiz More Options > Reject to remove the proposed input or action; this also permanently removes any comments or information related to this input or action.

Once all proposed instructions, inputs, and actions have been reviewed and accepted or rejected, the notes at the top of the step summary and on the Steps tab (Augmented Steps tab) are removed and the step displays with normal step styling (gray outline and a black step name).

Next steps

• For more information about Designer Mode on the iOS app, review the In-Suite Authoring in Designer Mode article.
• For content creators and others who wish to learn more about authoring and managing procedure templates, begin with the relevant article for your release:
  • Procedure Templates Overview (v6.5)
  • Procedure Templates Overview (v7.0)