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Editing a revision

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To edit the data of an asset under revision, select it in the list of records and click on the button.

 

The following tabs will be enabled to be edited:

 

General

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.

Reference revision:

Revision: 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 asset revision. If it is Customized, enter an ID # for the revision that is being created.

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.

Date: After the revision is closed, it displays the date in which this operation was performed. If the field is:

▪Not filled out: After the revision is closed, it displays the date in which this operation was performed.

▪Filled out: The system will consider the entered date as the revision validity date. If the revision is closed before the entered date, the revision will remain with the Closure status until the date when the asset is published.

Status: Displays the revision step in which the asset is found.

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

 

Participant

This tab will only be displayed for ISO9000 based asset revisions. The completion of the information in this section depends on the route type selected in the asset category. If it is a "Fixed & unique" route, this section may not be edited. If it is a "Fixed" route, the participants may only be selected through a revision route. If it is a "Variable" route, the participants may be selected through a route or through the buttons of the Step sub-tab.

The following fields are available:

Cycle: Displays 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. Click on the button to import the participants flow from another revision route already created in SE Asset. At this point, the participants are displayed in the Step subtab.

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

Start / end: Displays the date on which the revision was created/closed.

Closure: Displays the data of the user who finished the revision. If the closure is automatic, the name of the user who performed the last configured revision step is informed.

 

The following sub-tabs are also available:

 

Step: In this tab, 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 list of records on this tab. In case a revision route has not been entered, it is possible to configure the desired participants. To do that, use the toolbar buttons next to the list of records:

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. It is important to point out that 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 delete the selected participant. Remember that it will not be possible to delete the participant when the participant has already received the revision execution task.

 

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.

Flowchart: This tab displays the revision route responsibility flow.

History: Through this tab, it is possible to track the operations performed in the asset being revised, as well as the users who performed them.

Checklist: This tab will only be available if a checklist is associated with the participant selected in the Step sub-tab and it is possible to view the checklist associated with the participant. If the participant has already executed the revision step, it is possible to view the answers given by them.

 

Workflow

This tab will be displayed, instead of the "Participant" tab, for asset revisions that are controlled by a process instantiated in the SE Workflow component. See a description for the fields displayed in this tab in the Creating a revision section.

 

Change

Click on the button to enter the changes that have been made to the asset being revised. The changes can be entered both by the user who is creating the revision and by the drafters. On the screen that will be displayed, fill out the following fields:

Location: Enter the location of the asset in which the change was made.

Change: Describe the change made in the previously reported location.

 

Critique

Click on the button to add critiques regarding the asset being revised. The screen that will be opened will be divided in two tabs:

Critique: Fill out the Description field with the improvements that must be implemented in the asset that is being revised. Critiques can be added by the user creating the revision or by the reviewers, approvers and/or releasers of the revision, during the execution of the corresponding steps.

Solution: When a critique has been added, the Solution field should be used to inform the solutions that were made in the asset. Only the drafter can fill out this tab during the execution of the respective step.

 

Control

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

Actual: Displays the actual start (date when the electronic file of the asset was opened for the first time for editing) and end (closure) date of the revision.

Revision publication: Displays the closure configuration defined in the type of the asset under revision, but the user can edit it while it is in progress. In that case, select whether the revision closure will be:

▪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 system will generate the Closure step for the responsible users.

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.

 

Request

In this tab, it is possible to associate an asset revision request with the revision being created, indicating that it has been executed. If no request meets the revision, this tab can be disregarded. In order for this feature to function properly, it is necessary for the SE Request component to be part of the solutions acquired by your organizations.

On the side toolbar, the following buttons are available:

Click on this button to associate a request with the revision. On the screen that will open, enter the request related to the revision and save the record.

Click on this button to disassociate the request selected in the list of records from the revision.

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

 

▪Asset revision requests must be issued through the SE Request component. Whereas request executions may be performed through this tab or through the Revision request execution task.

▪Refer to the specific SE Request component documentation for more information on issuing requests.

 

Click on the button after entering the necessary fields. At this point, the revision will be sent to the due responsible parties for them to execute the configured steps. The execution of the revision steps can be performed via the My tasks Execution Asset revision menu.