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Revision

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This section will only be displayed if the asset type has the revision control configured.

 

To edit the data of an asset, first locate it and select it in the main screen list of records.

 

After that, click on the toolbar button.

 

Access the Revision section and the following sections will be available:

 

General

Revision: This field will only be available if the revision process defined in the asset type is "ISO 9000 based".

If the revision ID # has been defined to be Numeric or Text, this field will be filled out by the system with the number/letter that corresponds to the current revision of the asset. If it is Customized, enter the ID # for the revision.

Status:

ISO9000 based: Displays the name of the revision step the asset is in.

Workflow: Displays the name of the status associated with the activity of the process being executed.

Date: If this field is kept blank, it will be filled out by the system with the date when the revision was Closed.

If this field is filled out, the system will consider the date entered as the revision validity date and it will not be able to close it until the date in question. In this case, the asset will remain pending in the Closure step.

Cycle: Displays the revision cycle number, according to the revision process:

ISO9000 based: Whenever a participant rejects the asset revision, the system increases the number in this field by one.

Workflow: Whenever the activity that is configured to start a new cycle is enabled for the responsible user, the system increments a number in this field.

Reason: Fill out this field to enter a reason to open the revision. In this case, select the desired reason. Use the other buttons next to the field to add a new reason for the revision and clear the field.

Process: This field will only be available if the revision process defined in the asset type is "Workflow". Displays the instance of the process that is under execution in SE Workflow.

Click on the button to view the progress of the process execution in the flowchart. To view the process data, click on the button.

Refer to the Revision process configuration section for further details about configuring a revision process.

Control:

Planned: Enter the scheduled dates to start and end the revision.

Actual: Displays the start date (date on which the draft step was performed) and the end date (closure date of the revision).

Responsibility: Displays the user and date in which the creation of the revision was performed and with the user and date in which was held the release of the revision, that is, when it was executed its closure.

If the closure is automatic, the name of the user who performed the last revision step will be informed.

Description: Use the available field to describe the asset revision.

Explanation: Use the available field to enter an explanation for the asset revision. It will be mandatory to fill out this field if the "Require explanation to be filled out when revision is started" option is checked in the revision control configuration.

 

Participant

This section will only be displayed if the revision process defined in the asset type is "ISO 9000 based". The completion of the information will depend on the selected route type. If the route is:

Fixed & unique: This section may not be edited.

Fixed: Participants can only be selected through the "Import route" button in the listing at the bottom part of this section.

Variable: Participants may be selected through a route or through the buttons in the bottom part of this section.

 

No matter the "Route type" selected, it will not be possible to add, edit or delete the participants of the steps that have already been executed.

 

The following fields are available in the upper part:

Cycle

Cycle

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 asset.

Status

Displays the "Under revision" status while the revision is still in progress. After the revision is released, displays the "Finished" status.

Start

Displays the date on which the revision was created.

End

Displays the closure date of the revision.

Closure

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.

 

In the listing at the bottom part, it is possible to view/establish the participants of the revision route of the asset, according to the definitions of its type. If the configured route type is Variable and a revision route is entered, the participants will be displayed in the listing. In case a revision route has not been entered, it is possible to configure the desired participants. To do that, use the side toolbar buttons:

Click on this button to add a participant in the asset 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 asset, not being replicated to the route record made through the Configuration Revision Route menu.

Click on this button to change the sequence, deadline, or checklist of the participant.

Click on this button to view the responsibility flow of the revision route.

Click on this button to delete the selected participant. It will not be possible to remove those participants who have already received the revision execution task.

Click on this button to import the participant flow from another revision route already created in SE Asset. On the screen that will be opened, locate and select the desired route and save the selection.

 

Change

This section will only be available for editing if the revision process defined in the asset type is "ISO 9000 based". Use it to enter the changes that were performed in the asset. They may be added both by the user creating the revision and by the drafters through the draft step in the Asset revision task.

On the side toolbar, the following buttons are available:

Click on this button to add a change. On the screen that will be opened, enter the location and the change that was made.

Click on this button to edit the change selected in the list of records.

Click on this button to delete the change selected in the list of records.

Click on this button to view the data of the change selected in the list of records.

 

Critique

This section will only be available for editing if the revision process defined in the asset type is "ISO 9000 based" and according to the current revision step:

Review, Approval, Release or Closure: The executor of the revision may add critiques concerning the revision. To do this, click on the button and, in the Critique tab of the screen that will be opened, fill out the desired critique.

Draft: In the second cycle or later, the drafter should inform in this tab the solutions for each critique entered. To do this, click on the button and, in the Critique tab of the screen that will be opened, fill out the desired solution.

 

Checklist

This section will only be displayed if the revision process defined in the asset type is "ISO 9000 based" and if the user who is accessing the screen is also the user responsible for the execution of the current revision step.

The list of questions allows assisting the responsible party in the execution of the revision step. In order to answer them, select the desired option: Yes, No or N/A. The answers may have already been selected by the system according to the standard defined when recording the checklist. Moreover, filling out the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

 

Revision history

This section displays all the revisions that have already been performed in the asset. On the side toolbar, the following buttons are available:

Click on this button to view the data of the asset during the revision selected in the list of records.

Click on this button to view the revision data selected in the list of records.

 

Notification group

In this section, it is possible to manage the groups that will receive the Revision acknowledgment task whenever the asset is revised. On the side toolbar, the following buttons are available:

Click on this button to associate a notification group with the asset. On the screen that the system will display, locate and select the desired team. After that, save the record.

Click on this button to disassociate the team selected in the list of records from the asset notification groups.

 

Revision acknowledgment

In this section, it is possible to define a deadline for the execution of the Revision acknowledgment task by the members of the teams set in the "Notification group" section. To do that, fill out the respective fields with the number of days, weeks, months, or years that the users will have to execute the task.