Template revision

Task:	Template revision
Who receives it:	ISO9000 based: Users defined as participants in the revision route associated with the template. Workflow: Users defined as executors of the workflow activity. These users must have the Edit control enabled in the template security list.
When:	ISO9000 based: ▪Draft: When starting a new revision or when a participant rejects a revision step. ▪Review/Approval/Release: After the drafters release their own task. It is important to point out that these steps are optional and the party responsible will receive them exactly in this order. ▪Closure: After the last revision step, defined in the route. This step will only be generated if, in the "Revision publication" field, the revision data is selected in the Manual option. Workflow: When starting a new revision and when in the process flow, it is time for an activity to be executed.
Purpose:	To control the changes and versions of the templates added in the system.

How to execute this task:

Select the desired template from the list of pending records.

Verify if the template data is properly filled. To do this, click on the toolbar button. See the detailed description of the template data screen in the Adding a plan template section.

Also, make sure that the plan template structure is properly assembled. To do this, click on the toolbar button. See more details about this operation in the Assembling the plan structure section.

To execute the revision, click on the toolbar button. Fill in the following fields of the data screen that will be displayed:

The following describes the steps to execute a revision based on the ISO9000 standard. Refer to the Revisions Executing revision section for a detailed description on how to perform a controlled revision by a workflow.

Access the Revision section to release it. The following subsections may be available for editing:

Change

In this section, it is possible to enter the modifications that were made to the record that is being revised.

Filling out this section will be mandatory in the revision draft step if the "Require changes from draft step to be filled out" option is checked in the Revision section of the record type. However, if the record is going through the first revision, even if the mentioned option has been checked, filling out the fields will not be required.

In the other steps configured for the revision, the changes entered will be available for viewing.

To add a change, click on the side toolbar button and fill out the following fields from the screen that will be opened:

Fields
Location	Enter the location of the record where the change was made.
Change	Describe the change performed in the previously entered location.

Critique

Use this section to add and solve critiques according to the step the revision is in:


Review /Approval /Release / Closure	The executor of the revision may add critiques concerning the revision through the button. On the Critique tab of the screen that will be opened, the desired critique must be entered.
Draft (Second cycle or after)	The drafter should enter the solutions for each critique recorded through the button. On the Solution tab of the screen that will be opened, the solution for the critique must be entered.

Checklist

This section will only be displayed if the participant of the revision has an associated checklist. The list of questions aims to assist the responsible party execute 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.

This section will not be displayed in the revision Closure step.

After entering the necessary fields, use one of the following available actions (according to the revision step) displayed in the toolbar of the record data screen:

Action
Accept revision	Click on this option to indicate that the record is in accordance and send the revision to the next step. In the Draft stage, this is the only available option.
Reject revision	Click on this option to indicate that the template needs to be improved and to send the revision back to the draft step. To do that, in the previously described section, enter the critiques that must be solved by the revision drafter. If during the revision configuration the approval has been configured as "Circular", the reviewers will not be able to send the revision to the draft step. If the approval has been configured as "Incremental", any revision participant will be able to return it to the draft step.
Delete revision	Click on this option to delete the revision.

If there is more than one participant with the same sequence, when executing a revision step, the parameterization defined during the revision configuration will be applied.