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See how to create a record revision:
In order to revise plans and templates, it is necessary to:
▪Make sure the revision control is properly configured in the plan or template type; ▪The last revision of the plan is closed. |
Use the Search filters panel to easily locate the record that will be revised.
Select it and click on the  button of the toolbar. The system will request the confirmation of the creation of the new revision. Confirm the operation.
The plan/template data screen will be displayed.
The Revision section contains general information about the record revision.
This section will only be displayed if the plan type has revision control via Workflow or based on the ISO9000 standards. Thus, if it is necessary to complement the revision information, it is possible to access and edit its data. To do that, open the data screen of the record that is under revision and access the "Revision" section. At this point, the information regarding the revision that is in progress will be displayed in the record data:
This section displays general information on the plan revision:
In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration  Revision Reason" menu. If you have permission, a button that allows creating a new reason will be displayed next to this field. This section also displays some information on the revision in progress, such as revision ID #, status or step, date and cycle.
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In this section, it is possible to define the dates scheduled for the start and end of the revision. The actual start and end dates are filled out by the system. This section also displays the user responsible for creating the revision. The responsible user for releasing the revision will be automatically filled out once the revision ends.
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Use this field to enter additional descriptions of the process revision.
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Use this field to justify the process revision. If it has been configured in the knowledge base, filling out this field may be mandatory.
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This section will only be displayed for revisions whose type has been configured as the ISO9000 standard. Filling in the information in this section depends on the Route type selected in the plan or template type. If the route is:
▪Fixed & unique: The participants may not be edited. ▪Fixed: Participants may only be selected through a revision route. ▪Variable: Participants may be selected through a route or through the buttons in the bottom part of this section, displayed below.
Field
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Cycle
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Displays the number of the revision cycle. If so, select the previous cycles to view the members of the responsible route who performed the previous revisions of the plan.
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Status
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Displays the "Under revision" status while the revision is still in progress. After the revision is released, displays the "Finished" status.
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Start
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Displays the data on which the revision was created.
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End
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Displays the closure date of the revision.
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Closure
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Displays the data of the user who finished the revision. If the closure is automatic, the name of the user who executed the last configured revision step will be informed.
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In the bottom part, it is possible to view and establish the participants of the requirement mapping revision route, according to the definitions of the type in question. If the configured route type is Variable and a revision route is entered, the participants will be displayed in the list of records on this tab. If no revision route has been entered, it is possible to configure the desired participants. To do that, use the toolbar buttons next to the list of records:
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Click this button to add a participant in the plan revision. View the Configuring a revision route section to obtain a detailed description of how to add a new participant. If the participant is being added to a route associated with the revision, this addition will only be valid for the revision of the template, not being replicated to the route record made through the Configuration Revision Route menu.
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Click on this button to change the sequence, deadline, or checklist of the participant.
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Click on this button to view the responsibility flow of the revision route.
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Click on this button to remove the selected participant. It will not be possible to remove those participants who have already received the revision execution task.
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Click on this button to import the participant flow from another revision route already created in SE Risk. On the screen that will be opened, locate and select the desired route and save the selection.
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▪Regardless of the route type, it will not be possible to add, edit, or remove participants from those steps that have already been executed. ▪The following sub-tabs are also displayed: Flowchart (displays the flow of the revision route), History (allows you to track the operations performed on the plan being revised, as well as the users that performed them) and Checklist (only enabled if a checklist is associated with the participant selected in the Step sub-tab and it also allows you to view the checklist associated with the participant. If the participant has already executed the revision step, it is possible for the user to view the given answers). |
The Workflow tab will be displayed, instead of the Participant tab, for plan revisions controlled by a process instantiated in the SE Workflow component. The details on how to fill the fields on this tab and how to configure a revision process can be found in the Revision  Creating a revision section.
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Use this section to enter the changes that were performed in the template. Changes may be added both by the user creating the revision and by the drafters through the draft step in the Revision execution task.
To do so, click on the button and, on the screen that will open up, fill out the following fields:
Location: Location of the process in which the change was made.
Change: Description of the change made in the process.
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Use this section to record the critiques related to the revision in progress.
Critiques may only be added when executing the revision steps. To add a critique, click on the button and, on the Critique tab of the screen that will be opened, enter the improvements that must be performed to the plan being revised.
In the draft step, this section will only be enabled to enter the solution that was performed. That is, this section will only be enabled in the draft step if a critique has been entered in the review, approval or release and the revision has returned to the draft step. In that case, click on the  button that will be available and, on the Solution tab on the screen that will be opened, enter the solutions that were applied to the plan.
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This section will only be displayed if there is a checklist associated with the participant responsible for executing the step of the revision in progress. This checklist aims to assist the party responsible for executing the revision in question. In order to answer the checklist questions, select one of the answer options displayed to each question (Yes, No or N/A). The answers may have already been filled in by the system with a default option, defined when creating the checklist. In addition, the completion of the Comments may be mandatory if this has been configured in the checklist.
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This section will display the entire revision history of the record and its steps.
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Click on the Accept revision button after completing the required fields. By confirming the operation, the revision will be sent to the responsible users, so that they execute the configured steps.
Refer to My tasks  Plan revision section for further details on how to perform this operation.
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