Publish decision sets

Decision sets which are in the Draft state must be published before they can be used in workflows and stage gates.

For a decision set to be published, it must have at least one decision which has Allows process to continue? selected.

Who can publish decision sets?

The following users can publish a decision set:

• Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

• Business unit Best Practice Library: users with one of the following sets of permissions:

  • the Manage Business Unit Best Practice Library permission for the business unit

  • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

• Project/dept Best Practice Library: the Project Administrator

• Contract Configuration: users with the following contract roles:

  • Contract Owner

  • Contract Administrator

  • Contract Process Owner

  • Company Representative

• Tender (Stage Gate Configuration): the tender administrators

Publish a draft decision set without editing it

1. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract or Stage Gate Configuration page.

2. Select the Decision Sets tab.

   The Decision Sets page is displayed.

3. Click the drop-down arrow for the decision set you want to publish, and select Publish from the menu.

4. Click OK on the confirmation message.

   The state of the decision set is changed to Published.

Edit and publish a draft decision set

5. Navigate to the Best Practice Library for the Organization, business unit or project/dept, or the Contract or Stage Gate Configuration page.

6. Select the Decision Sets tab.

   The Decision Sets page is displayed.

7. Click the drop-down arrow for the decision set you want to publish, and select Edit Details from the menu.

   The Edit Decision Set page is displayed.

8. Update the information in the following fields as required:

   • Name

   • Description

9. Update the possible decisions as required:

   • Enter the name of the Decision.

   • Select if this decision Allows process to continue?

   To add additional decisions, click the icon.

   To remove any of the decision, click the icon in the Actions column.

10. Click Save as Published to save the decision set as published, so that it is available for use.

11. Click OK on the confirmation message.

    The state of the decision set is changed to Published.