Configuring the revision via workflow |
For a survey to be revised via workflow, it is necessary to have implemented the following steps and configurations:
1.On the survey type that must go through revision, access the Template revision tab. 2.Select the "Workflow" option in the Revision process field. 3.In the Process field, select the revision process that was duly designed and is able to be instantiated. See further details in the Revision process configuration section. 4.The ID #, Cycle, and Change fields will be displayed already filled out by the system; however, in some cases, they may be edited. Select, according to the field, how the reference revision ID # / cycle number / revision change number 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: Allows the user to assign any value to the revision ID #. 5.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. 6.The following options may be parameterized:
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.
Related topics: ▪Revision process configuration |