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To create a process revision based on ISO9000, locate it and select it in the list of records of the second quadrant of the main screen. After that, click on the  button on the toolbar.
At this point, the system will ask whether you wish to create a new revision. Click on OK.
Remember that, to be able to revise the process, it is necessary to meet the following conditions:
▪The revision control must be duly configured in the process type; ▪The last revision of the process must be finished. |
At this point, the process data screen will be opened. Access the Revision section, in which the following subsections will be available according to the revision process configured in the process type:
General
General
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Reason
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Fill out this field to enter a reason to open the revision. In this case, select the desired reason. Use the other buttons next to the field to add a new reason for the revision and clear the field.
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Revision
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This field will only be available if the revision process defined in the process type is "ISO 9000 based".
If the revision ID # has been defined to be Numeric or Text, this field will be filled out by the system with the number/letter that corresponds to the current revision of the form. If it is Customized, enter the ID # for the revision.
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Process
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This field will only be available if the revision process defined in the process type is "Workflow". Displays the instance of the process that is under execution in SE Workflow.
Click on the  button to view the progress of the process execution in the flowchart. To view the process data, click on the  button.
Refer to the Revision process configuration section for further details about configuring a revision process.
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Status
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▪ISO9000 based: Displays the name of the revision step the process is in. ▪Workflow: Displays the name of the status associated with the activity of the process being executed. |
Cycle
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Displays the revision cycle number, according to the revision process:
▪ISO9000 based: Whenever a participant rejects the process revision, the system increases the number in this field by one. ▪Workflow: Whenever the activity that is configured to start a new cycle is enabled for the responsible user, the system increments a number in this field. |
Control
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Planned
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Enter the scheduled dates to start and end the revision.
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Actual
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Displays the start date (date on which the draft step was performed) and the end date (closure date of the revision).
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Responsible
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Displays the user and date in which the creation of the revision was performed and with the user and date in which was held the release of the revision, that is, when it was executed its closure.
If the closure is automatic, the name of the user who performed the last revision step will be informed.
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Description
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Use the available field to describe the process revision.
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Explanation
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Use the available field to enter an explanation for the form revision. It will be mandatory to fill out this field if the "Require explanation to be filled out when revision is started" option is checked in the revision control configuration.
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Change
This section will only be available for editing if the revision process defined in the process type is "ISO 9000 based". Use it to enter the changes that were performed in the process. They may be added both by the user creating the revision and by the drafters through the draft step in the Process revision task.
On the side toolbar, the following buttons are available:
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Click on this button to add a change. On the screen that will be opened, enter the location and the change that was made.
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Click on this button to edit the change selected in the list of records.
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Click on this button to delete the change selected in the list of records.
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Click on this button to view the data of the change selected in the list of records.
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Critique
This section will only be available for editing if the revision process defined in the process type is "ISO9000 based" and according to the current revision step:
▪Review, Approval, Release or Closure: The executor of the revision may add critiques concerning the revision. To do this, click on the button and, in the Critique tab of the screen that will be opened, fill out the desired critique. ▪Draft: In the second cycle or later, the drafter should inform in this tab the solutions for each critique entered. To do this, click on the  button and, in the Critique tab of the screen that will be opened, fill out the desired solution.
Revision
This tab displays all form revision records, as well as their details.
After filling out the fields on the screen above, click on the  button. At this point, the revision task will be generated. At this point, the revision will be sent to the due responsible parties for them to execute the configured steps. The execution of the revision steps can be performed via the My tasks  Execution Process revision menu.
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