It is possible to create a staging copy within an existing process. This enables the user to create a copy of the process and modify existing rules without changing the original process. This is useful, for example, if the underlying data has changed and needs slight modification of the rules set in place.
To create a staging copy:
- Click on Staging on the top left of the screen.
- Click on Create Copy and select Create Copy on the pop up screen.
- Click on the Copy of the process that you have created, which will have the name of your process followed by "– COPY1". Additional staging copies will be called "– COPY2", "– COPY3", etc.
You can now begin modifying this process without changing the original process.To ensure users are aware they are working with a copy of a process, a visual identifier is present when you are in a staging copy. This is an icon of two overlaid boxes, which sits on the top right of the screen.
To navigate back to the parent process from a staging copy, select Staging and this will present a drop-down with the option to either navigate to other staging copies, or return to the parent process.
Promoting a staging copyTo apply the changes in the staging copy, first, you will need to raise a change request. Then, another user who is an admin for the process will need to approve the change request.To raise a change request:
- Select Raise change request.
- A different User will then have to open the change request by selecting Open change request.
- This will take the User to a screen where all the changes made in the staging copy are listed and so can be reviewed.
- It is possible to drill-down into the individual changes to see what adjustment has occurred.
- To apply the changes made, select Apply. You can also add a comment, if desired.
These changes have now been applied to the original process. To see the changes, run the original process.