Configuring the ISO9000-based revision

For a survey to be revised according to ISO9000 standards, it is necessary to have implemented the following configurations:

1.In the type/category of the survey templates that must go through revision, access the Template revision tab.

▪Fixed: Allows the revision route to be selected/edited when creating the revision; however, it will not be possible to edit its members.

▪Fixed & unique: A default revision route will be set for all the survey templates of this type, that is, the selected route may not be edited (nor its members) when creating the revision.

▪Variable: Allows the revision route to be selected/edited when creating the revision, in addition to allowing editing its members.

4.In the Route field, select the revision route of the survey templates of this type. If the previously selected route type is "Fixed & unique", the completion of this field will be mandatory. See further details in the Adding a revision route section.

5.On the ID #, Cycle, and Change fields, select how the reference revision ID # of the survey templates of this type will be generated:

▪Numeric: A sequential number will be generated by the system. E.g.: 0, 1, 2, 3, ..., n;

▪Text: An alphabetical sequence will be generated by the system. E.g.: A, B, C, ..., AA, AB, ..., ZZ;

▪Customized: The system does not fill out this field and allows the user to assign any value to the revision ID #.

6.On the Retain obsolete revisions up to field, enter the number of revisions/months/years that will remain in the history of the survey templates of this type.

oIncremental: The draft of a revision may be rejected both by the reviewer and the approver of the revision. If it is rejected by the reviewer, it automatically returns to the drafter.

oCircular: The draft of a revision may only be rejected by the revision approver. Rejection by the reviewer does not return the revision to the draft step.

oAutomatic: When the releaser executes their task, the revision will be automatically closed, meaning that the system will not generate the revision "Closure" step.

oManual: When the releaser executes their task, the "Revision closure" step will be generated for the responsible users.

▪Draft / Review / Approval / Release: Configure how the system should proceed if there is more than one participant with the same sequence in each of the revision steps. Select one of the following options for each of the fields:

oAND: All the participants of the step must accept the revision before it may continue to the next step;

oOR: At least one of the participants must accept the revision before it may continue to the next step;

Option	Checked	Unchecked
Require explanation to be filled out when revision is started	Filling out the "Explanation" field becomes mandatory when the survey templates revision is started.	Filling out the Explanation field will not be mandatory.
Require changes from draft step to be filled out	In the revision draft step, it will be mandatory for the drafter to enter the location of the survey templates and the change, in the "Change" tab of the revision data. This parameter is not valid for the first cycle of a document being issued.	The revision may be sent to the next step without entering the changes.
Require critiques to be filled out when revision is rejected	It will be mandatory to enter critiques when returning a revision to the previous step.	Entering critiques when rejecting a revision will be optional.
Block obsolete revision deletion	If enabled, obsolete revisions of survey templates cannot be deleted. Open revisions can be deleted.	Any obsolete or open revision can be deleted, whereas current revisions cannot be deleted in any case.
Enable ID # changes of revisions in the draft step	The ID # of the revision data screen may be edited during the creation of the first survey revision.	The ID # cannot be edited.

With these configurations, when creating a survey in the type, a revision will be created, and it will be possible to create revisions whenever necessary.