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Adding a revision route

By defining that the revision template is ISO9000 based, it is possible to add a revision route.

A revision route allows defining the revision steps through which the survey templates created in the SE Survey will pass, as well as the flow of users who will be responsible for their execution.

The routes can be added through the following locations:

▪Configuration Revision Route.

▪Template revision tab, on the type data screen, next to the Route field.

1.Click on the button.

2.On the screen that will be opened, enter an ID # and a name for the revision route.

3.Save the record to enable the tabs, but do not close the data screen.

4.On the Step tab, it is possible to define the steps through which the revision will go and those responsible for executing them, among other information. To do that, click on the button:

a.On the screen that will be opened, in the Control field, select the group that represents the origin of the route participants.

b.According to the selected control, the Filters will be enabled to be filled out. Use them to make it easier to search for desired participants.

c.On the Checklist field, select the checklist that the participant must answer when executing the step under their responsibility.

d.Expand the list on the Step field and check the options that correspond to the revision steps that the participants will be responsible for:

▪Draft: This is the first step of the revision process. The drafter must view the asset data and, if needed, make the necessary changes.

▪Review, Approval, and Release: The editions performed in a document by the drafter will be viewed in these steps. If a participant does not agree with some change made or still has comments to make about the revision, critiques may be entered and sent to the drafter. These steps are generated when the previous revision step is finished, in following the order: Review Approval Release, if the configured respective participants exist.

6.On the Sequence field, enter the order of the participant for the execution of the revision step assigned to them. More than one participant, from different controls, may have the same sequence. In this case, the participants will receive the tasks generated by the system simultaneously and will have to execute them (according to the revision clause set in the record type/category) so that the participants of the next sequence receive the tasks assigned to them.

7.On the Deadline field, enter the number of days the participants will have to execute the revision step assigned to them.

8.Check the Require digital signature1 option so that it is mandatory for the documents to be digitally signed to allow releasing the revision step task assigned to the responsible party. If this option is not checked, it will be possible to release the revision task without digitally signing the documents.

9.After entering the fields above, click on the toolbar button on the selection screen. Based on the control selected and the values entered in the search fields, the result will be displayed in the list of records, on the lower part of the screen. Select the desired participants. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.

10.Once done, save your selection. Repeat the procedure to add all desired steps and participants.

After setting the necessary configurations, save the record.