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Creating and Reviewing Content in the New Editor

Learn how to write, review and publish guidance directly in Eolas using the new editor, with reviewers, tracked changes, comments and full version history.

 

Step-by-Step Guide

1. Create a New Document

  • Go to the folder where you want the content to live and click Add item.
  • Choose Create new document. A blank document opens in the editor.

2. Write and Format Your Content

  • The editor has the formatting options you'd expect along the top, similar to the word processors you already use.
  • Copy and paste and the usual keyboard shortcuts all work, so you can paste in an existing guideline and edit it directly.
  • Add a title at the top, change formatting on any highlighted text, and insert links.

3. Save and Track Your Draft

  • Save as you go. You can come back and keep editing over several days.
  • The bar at the top left shows the document's status (e.g. Draft), the owner, and a version number that goes up each time you save.
  • Your draft stays in the folder list, marked as a draft, until you're ready to move it on.

4. Send a Draft for Review

  • Use the review workflow to assign one or more reviewers to your draft.
  • Reviewers need an Eolas account and must be admins in the platform.
  • Click to notify the reviewer. The document's status changes from Draft to In review, so you can see where each document is in its life cycle.

5. Review a Document (for Reviewers)

  • Reviewers get an email notification. Clicking it opens the document directly.
  • Make changes in the document. Turn on track changes so the owner can see your edits line by line. Tracked edits also appear on the right-hand side.
  • Add comments to suggest changes or raise questions.
  • When you've finished, save and send the review back. The owner gets a notification of your changes.

6. Respond to Your Reviewer's Feedback

  • As the owner, open the document to see your reviewer's comments and tracked changes.
  • Accept tracked changes and acknowledge comments as you work through them.

7. Publish Your Document

  • When you're happy with the document, click Publish.
  • Set a review date. When that date approaches, the stewards are notified that the document needs reviewing.
  • Check the stewards: the people who'll get that review notification. You can add more stewards, and any admin in the organisation can be one.
  • Add any keywords or other metadata you want linked to the document.
  • Once it's published, the document's status updates to show it's live.

8. Update a Published Document

  • Open a published document to see the version clinicians are viewing, along with its expiry date.
  • To make changes, edit it directly. You don't need to start again or download and re-upload a file.
  • Saving creates a new draft version (e.g. version 2). Version 1 stays live for clinicians while you work on the new draft.
  • Send the new version through the same review workflow, with the same or different reviewers.

9. View Version History

  • Every version is kept in the version history, so you have a full record of how the document has changed.

Common Questions This Article Answers

Creating Content

How do I create a new document in Eolas?
Go to a folder, click Add item, then choose Create new document.

Can I paste in an existing guideline?
Yes. Copy and paste works, along with the usual formatting options and shortcuts.

Can I come back to a draft later?
Yes. Save as you go, and your draft stays in the folder list until you're ready to move it on.

Reviewing Content

Who can review a document?
Reviewers need an Eolas account and must be admins in the platform.

How do reviewers show me what they've changed?
Reviewers can turn on track changes, so you see their edits line by line, and leave comments.

How do I know when a review is done?
You'll get a notification when your reviewer sends their changes back.

Publishing and Version Control

What do I need to add before publishing?
A review date and at least one steward. You can also add keywords and other metadata.

What does the review date do?
As the review date approaches, the stewards are notified that the document needs reviewing.

Can I edit a document after it's published?
Yes. Editing creates a new draft version, and the published version stays live for clinicians until you publish the update.

Where can I see previous versions?
All versions are kept in the document's version history.

Transcript of Video

0:00 - Introduction to the new editor for writing, reviewing and publishing guidance in Eolas.
0:11 - Creating a new document from a folder using Add item and Create new document.
0:31 - Formatting options, pasting in a guideline, adding a title and inserting links.
1:18 - Saving as you go, and the document status, owner and version number.
1:50 - Assigning reviewers and sending the draft for review, which moves it to In review.
2:27 - The reviewer opens the document from their email and edits with track changes on.
3:00 - Adding comments and sending the review back to the owner.
3:34 - The owner checks the reviewer's comments and accepts tracked changes.
4:14 - Setting a review date, stewards and metadata, then publishing.
5:12 - Viewing the published version and editing it to create a new draft version.
6:01 - Sending the new version for review and checking the version history.
6:21 - Summary and what's coming next.

Support Contact

For more detailed guidance, visit our Knowledge Base or email us at support@eolasmedical.com.