Task:
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Requirement mapping revision
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Who receives it:
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ISO9000 based: Users defined as participants in the revision route associated with the requirement mapping.
Workflow: Users defined as executors of the workflow activity. These users should have the Edit control enabled in the requirement mapping security list.
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When:
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ISO9000 based:
▪Draft: When starting a new revision or when a participant rejects a revision step. ▪Review/Approval/Release: After the drafter releases its task. It is important to point out that these steps are optional and the appropriate responsible will receive them exactly in this order. ▪Closure: After the execution of the last revision step, defined in the route. Workflow: When a new revision starts and when in the process flow, the activity should be executed.
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Purpose:
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To control the changes and versions of the requirement mappings added to the system.
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How to execute this task:
1.
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Select the desired requirement mapping from the list of pending records.
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2.
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First, it is necessary to map the requirement structure. To do this, click on the  button on the toolbar. For further information on this operation, see the Mapping requirements section.
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3.
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To execute the revision, click on the  button on the toolbar. Fill in the following fields of the data screen that will be displayed:
Below are described the steps to execute a revision based on the ISO9000 standard. See the Revisions section for a detailed description of how to perform a revision controlled by a workflow.
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4.
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On the upper part of the data screen, in the Actions section, select the desired action:
Accept revision: Select this option to indicate that the mapping is compliant and send the revision to the next step. Remember that in the DRAFT step this is the only option available. If there is more than one participant with the same sequence, when executing a revision step, the parameterization defined during the revision configuration will be applied.
Send back to draft step: Select this option to indicate that the mapping needs to be improved and send the revision back to the draft step. Provide in the following field, the critiques that should be resolved by the drafters of the revision. If during the revision configuration the approval has been configured as Circular, the reviewers will not be able to send the revision to the draft step. If the approval has been configured as Incremental, any revision participant will be able to return it to the draft step.
According to the revision configuration, it may be required to fill out some of the information in the "Revision" section.
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5.
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In the Revision section, it is possible to access and edit or complement its data, as well as viewing other revision details:
In this section, it is possible to enter the modifications that were made to the template that is being revised.
Filling out this section will be mandatory in the revision draft step if the "Require changes from draft step to be filled out" option is checked in the Revision section of the survey template type. However, if the template is going through the first revision, even if the mentioned option has been checked, filling out the fields will not be required.
In the other steps configured for the revision, the changes entered will be available for viewing.
To add a change, click on the  side toolbar button and fill in the following fields from the screen that will be opened:
Fields
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Location
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Enter the location in the survey template where the change was made.
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Changes
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Describe the change performed in the previously entered location.
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Use this section to add and solve critiques according to the step the revision is in:
Step
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Review / Approval / Release / Closure
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The executor of the revision may add critiques concerning the revision through the button. On the Critique tab of the screen that will be opened, the desired critique must be entered.
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Draft (Second cycle or after)
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The drafter should enter the solutions for each critique recorded through the button. On the Solution tab of the screen that will be opened, the solution for the critique must be entered.
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This section will only be displayed if the participant of the revision has an associated checklist. The list of questions aims to assist the responsible party execute the revision step. In order to answer them, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.
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