How to Save, Publish, Unpublish, and Delete Protocols

Modified on Mon, 31 Mar at 10:58 AM

Managing protocols/preference cards effectively in the Incision Assist Manager is key to keeping your procedures/preference cards organized and up-to-date. This guide will walk you through saving, publishing, unpublishing, and deleting protocols to ensure your team has the latest information.

Saving Your Protocols

The Save button is your go-to for securing any changes made in the Assist Manager. After making edits to a protocol, always click Save to ensure your updates are stored. This step keeps your work safe and allows you to return to it later.

Where to Find the Save Button

The Save button is located at the bottom of the left-hand menu within the protocol editor.

Publishing Protocols

Once you’ve reviewed your protocol and are satisfied with the updates, click Publish. Publishing makes the protocol available in the Incision Assist app, ensuring your team can access the latest version.

How to Publish

Navigate to the protocol you wish to publish.
Click the Publish button in the bottom-left corner of the screen.
Once published, the protocol will be visible in the Incision Assist app for all users.

Unpublishing Protocols

Need to temporarily hide a protocol from the Incision Assist app? Use the Unpublish option to remove it from the app without deleting it. The protocol will remain in the Assist Manager and can be republished when needed.

How to Unpublish

In the Protocols overview, open the protocol you want to unpublish.
Click the three dots next to the protocol name.
Select Unpublish from the dropdown menu.

Once unpublished, the protocol will no longer be visible in the app, but it will still be editable within the Assist Manager.

Deleting Protocols

If a protocol is no longer needed, you can delete it from the Assist Manager.

How to Delete

Go to the Protocols overview.
Open the protocol you would like to delete.
Click the three dots next to the protocol name.
Select Delete from the menu.

Note: Deleting a protocol is permanent. Make sure you no longer need the protocol before taking this step.

Understanding Protocol Status

In the Protocols overview, you can easily see the publication status of each protocol:

Published: The protocol is live and accessible in the Incision Assist app.
Unpublished: The protocol is not visible in the app.
Unpublished Changes: The protocol is published and visible in the Incision Assist , but recent changes have not yet been pushed live. Make sure to publish the changes to keep the protocol up-to-date.

With these steps, you're now equipped to manage protocols efficiently in the Incision Assist Manager. Keeping protocols up-to-date ensures your team is always prepared and informed.