Task:
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Plan revision
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Who receives it:
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ISO9000 based: Users defined as participants in the revision route associated with the plan.
Workflow: Users defined as executors of the workflow activity. These users must have the Edit control enabled in the template security list.
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When:
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ISO9000:
▪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.
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Purpose:
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Control changes and versions of plans included in the system.
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How to execute this task:
See below a description of the steps to execute a revision based on the ISO9000 template. Refer to the Revisions  Executing revision section for a detailed description on how to perform a controlled revision by a workflow.
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Select the desired risk in the list of pending records.
If the revision step is "Draft" or if the activity status allows editing the risk data, click on the  button on the toolbar.
At this point, the record data screen will be opened. Check if the configurations have been duly performed and make the necessary adjustments. See a detailed description of the risk data screen in the Editing plan data section.
Access the Revision section to release it. The following subsections may be available for editing:
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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
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Location
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Enter the location of the record where the change was made.
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Change
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Describe the change performed in the previously entered location.
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Use this section to add and solve critiques according to the step the revision is in:
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Review / Approval / Release / Closure
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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.
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Draft (Second cycle or after)
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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.
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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.
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