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Creating a survey template revision

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A revision will be created by the system when adding a new template. Users can create survey templates template revisions as long as the last revision has been closed.

 

This topic will only cover the creation of revisions based on the ISO9000 standard and via Workflow.

 

Template revisions can be created through the following locations:

▪File arrowrgray Survey template menu:

a.Select the template and click on the edit button.

b.On the template data screen, click on the Add new revision button.

▪Management arrowrgray Template revision menu:

a.Select the record in the second quadrant.

b.Click on the new button on the third quadrant.

c.The system will ask whether you wish to create a new revision. Click on OK.

 

On the template data screen, access the Revision section, in which the following subsections will be available according to the revision process configured in the template type:

 

General

This section displays general information on the plan revision:

General

In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration arrowrgray Revision arrowrgray Reason" menu. This section also displays some information on the revision in progress, such as revision ID #, status or step, date and cycle.

 

Control

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.

 

Description

Use this field to enter additional descriptions of the revision.

 

Explanation

Use this field to justify the revision. If it has been configured, filling out this field may be mandatory.

 

Participant

This section will only be available for ISO9000-based revisions.

1.The completion depends on the route2 type selected in the type. If the route is:

▪Fixed & unique: This subsection may not be edited.

▪Fixed: Participants can only be selected through the "Import route" button at the bottom part of this subsection.

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

2.For fixed routes, at the bottom of the screen, click on the import button to import the participant flow from another revision route already created in SE Survey. On the screen that will be opened, locate and select the route and save the selection.

3.In case a revision route has not been entered, add the desired revision route participants at the bottom of the screen. Simply click on the new button to add a participant.

 

1 - 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.

2 - Regardless of the route type, it will not be possible to add, edit, or remove participants from those steps that have already been executed.

 

Workflow

This field will only be available if the revision process defined in the template type is "Workflow".

 

Change

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

 

Critique

This section will only be available for editing if the revision process defined in the template 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 that, click on thenewbutton and, on 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 that, click on thedefaultbutton and, in the Solution 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 template 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 in the Comments fields may be mandatory or not, also according to the configurations established when creating the checklist.

 

History

This section displays a listing of all revisions that the template has gone or will go through. Use the view button to view the data of the template in the revision selected in the listing.

 

Related links:

▪Configuring the ISO9000-based revision

▪Configuring the revision via workflow

▪Adding a revision reason

▪Executing the revision via workflow

▪Executing the revision (ISO9000)