Revision

Field

Revision process

Select the desired option to define the revision template that will be used by the documents of this category:

▪ISO9000 based: The revision of the documents of this category will be based on the ISO9000 standard.

▪Workflow: The revision of the documents of this category will be controlled by a process instantiated in the SE Workflow component. In that case, a process (SE Process) must be properly configured and modeled. Refer to the Revision process configuration section for more details about the revision process configuration.

Route type

Define how the revision route will be. The options available for selection will vary according to the previously selected revision process:

▪Workflow: This field will be filled out with the "Fixed" option and cannot be edited. In this case, it will be possible to edit the process selected in the respective field when creating the revision.

▪ISO9000 based: Select one of the following options:

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

▪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 documents of this category, that is, the route selected in the respective field may not be edited (nor its members) when creating the revision.

Route

This field will be available if the previously selected revision process is "ISO9000 based". In this case, select the revision route of the documents of this category. If the previously selected route type is "Fixed & unique", the completion of this field will be mandatory.

Process

This field will be available if the previously selected revision process is "Workflow". In this case, select the process that will be used in the revision of the documents of this category. The revision process of the documents must be previously configured through the SE Process component.

ID #

Select how the reference revision ID # of the documents of this category will be generated:

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

▪Text: An alphabetical sequence will be generated by the system automatically. 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 #.

Cycle

Select how the documents revision cycle number will be generated:

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

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

Retain obsolete revisions up to

Enter the number of revisions/months/years that will remain in the history of the documents of this category.

Change

Select how the number of changes in the revision of the documents will be generated:

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

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

ISO9000 settings (available only for "ISO9000 based" revision processes)

Approval

Select one of the following options to define how the revision approval will be:

▪Incremental: 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.

▪Circular: 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.

Closure

Select one of the following options to define how the revision will be finished:

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

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

Draft

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:

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

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

▪Temporal: Just as the deadline of the revision step in question expires, even if no user accepts the revision, the system will automatically send the revision to the next step. This option will not be available for selection in the "Draft" field.

▪Temporal (1 mandatory): If at least one of the participants accepts the revision, just as the deadline of the revision step in question expires, the system will automatically send the revision to the next configured step. This option will not be available for selection in the "Draft" field.

Review

Approval

Release

Option

Checked

Unchecked

Require explanation to be filled out when revision is started

Once the documents revision starts, filling out the Explanation field will be mandatory.

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 documents and the change, in the "Change" section of the revision data. This parameter is not valid for the first cycle of a document being issued.

The revision draft step may be sent to the next step without entering the changes.

Require critiques to be filled out when revision is rejected

When rejecting a revision, it will be mandatory to add a critique in the Critique section.

When rejecting a revision, it will not be mandatory to add a critique in the Critique section.

Block obsolete revision deletion

In Management Revision, obsolete revisions 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.

Block creation of released records

When creating a document, it will not be possible to fill out the "Date" field (from the current revision of the document) causing the document to go through the revision process. Thus, the "Release revision" button of the Management Revision menu will be disabled, which forces the document to go through every revision step configured for it.

When creating a document, it will be possible to fill out the "Date" field of its data, without the need to go through revision.

Enable ID # changes of revisions in the draft step

The ID # field of the document data screen may be edited during the creation of the first document revision.

The ID # field of the document data screen may not be edited.