Create a draft revision instead of editing approved content. Retain stable step intent where possible so reviewers can understand what changed.
- Open Calibration, Procedures, then the controlled procedure.
- Start the next draft revision from the current approved release.
- Record a meaningful change summary.
- Update and reorder steps as needed.
- Resolve the Pre-review checklist, including descriptions, step configuration, evidence controls, and reviewer independence.
- Submit the revision for independent approval.
- Use the Awaiting independent review hand-off to involve a different active member with procedure-approval permission, normally an Organisation Owner or Quality Manager. The author cannot approve their own revision.
- After approval and once the revision is effective, select Use this revision in a requirement when a requirement should adopt it.
- Review requirements that remain pinned to the superseded revision.
Approval makes an active, effective, unexpired revision selectable; it does not update pinned requirements automatically.
Change a group method or correct recorded work
Changes to Allow group execution, step scope, point keys, nominal values or step order are procedure changes. Make and approve a new controlled revision, then review and update the requirements that should use it for future sessions. Existing group sessions retain their frozen procedure revision, performed calendar date and actual site.
An incorrect observation during an existing group session is a different task. Use the session's shared correction preview and impact workflow; do not change the procedure to replace recorded evidence. Editable devices explicitly adopt a corrected shared revision, while submitted or approved work retains its snapshot and needs normal controlled amendment. See Calibrate a group of devices.
Withdrawal blocks new execution against that release. Existing in-progress work is flagged for controlled review rather than silently changed. Retirement prevents new assignment while preserving procedure and execution history. Archival is administrative and never deletes audit evidence.
Conflicts mean another user changed the draft. Metra preserves the visible input; refresh, compare and apply the change deliberately.
The procedure register shows descriptive revision titles and status summaries. Its search, lifecycle filter and selected page remain in the URL when you open a procedure and return.