Edit a WorkSteps rule with manual controls

Use source-owned controls when Plain English assistance is unavailable, then save a complete private draft change.

For authors

Use source-owned controls when Plain English assistance is unavailable, then save a complete private draft change.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Prepare and save the complete draft

  1. Open the current WorkSteps draft

    Open the current WorkSteps draft

    Load the product’s current draft. Plain English assistance is unavailable in this workspace, so use the complete manual controls. Approved production continues separately.

  2. Choose the additional inspection condition

    Choose the additional inspection condition

    Open the condition that includes the existing approved additional inspection step. The instruction itself stays unchanged.

  3. Express the same required Boolean check

    Express the same required Boolean check

    For this required Yes-or-No input, express the same inspection trigger as not equal to No. Missing values are not being treated as No.

  4. Choose No as the comparison value

    Choose No as the comparison value

    Choose No. For the source’s required Boolean inspection flag, not No retains the same trigger as Yes.

  5. Prepare the complete private change

    Prepare the complete private change

    Prepare the full condition and action together for the exact current revision. Nothing is saved or approved yet.

  6. Transfer the prepared change privately

    Transfer the prepared change privately

    Transfer the checked file to its owning product. Each part is bound to the current draft; transferring does not save the draft.

  7. Check the complete change before saving

    Check the complete change before saving

    Confirm that you checked the complete change and intend to save it. Test and review it independently before it can be used.

  8. Save the new draft revision

    Save the new draft revision

    Save the complete proposed revision. The product rechecks current permission and the original revision. Independent expected outcomes, proof and release review remain separate.

Watch or practise this chapter

The proposed draft is saved in its owning product. Check complete independent expected outcomes and native proof before requesting a separate release review.

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