Revalidating records

In the second quadrant of the main screen, locate and select the record that will be revalidated.

Use the "Search filters" to easily retrieve the desired record based on specific information.

After that, click on the button on the toolbar of the third quadrant. Plans or templates under review or with a revalidation in progress may not be revalidated.

On the screen that opens, the Type, ID #, Name, Revision and, Date fields will be filled with the record information:

On the General tab, the user can find the following fields:

Current revalidation: The fields described in this section are filled out by the system with the following information:

▪Number: Number of the current revalidation of the record. Click on the button next to this field, to view the data screen of the current revalidation.

▪Date: Date on which the current revalidation of the record was carried out.

▪Validity date: Date until which current revalidation will be valid.

Reference revalidation: The following fields are available, referring to the revision that is being created:

▪Number: This field is completed by the system with a sequential number to identify the revalidation that is being performed.

▪Date: This field is filled in by the system with the current date. If you do not check the "Allow changing revalidation date" option in the configuration of validity associated with the plan type, it is not possible to edit it. Otherwise, it will be possible to edit the date, thus allowing a retroactive revalidation.

▪Validity: This field is completed by the system with the "Default time" set in the validity configuration, associated with the record type being revalidated. If the default time has been defined as Fixed, this field cannot be edited. If it has been defined as Variable, it is possible to define the desired validity time.

▪Validity date: This field is filled by the system with the date until which the record being revalidated will be considered valid, according to the validity period previously reported. If in the validity associated with the record type, it is defined that the default time is Fixed, this field cannot be edited. If it is Variable, it is possible to set the desired validity date. Note that when you enter a validity date in this field, the "Validity" field period will be set by the system.

Explanation: Enter an explanation for the record revalidation.

Save the record.

If the validity configuration does not have the approval step configured, the system will ask if you wish to confirm the revalidation. When you click OK, the revalidation will be finished. If you click Cancel, the revalidation will remain in the "Issue" status.

If the validity has the approval step set, the system will ask if you wish to send the revalidation to approval. Choose the desired option:

▪OK: The revalidation will be sent to approval and the Revalidation approval task will be generated for the members of the responsibility route.

▪Cancel: The approval tab, described below, will be enabled for completion.

On the Approval tab, it will be possible to view or define those responsible for the approval, according to the configurations made in the validity configuration. Filling in the information on this tab depends on the route type configured. If it is a "Fixed & unique" route, this tab cannot be edited. The system makes available the following fields:

Responsibility route: Select the route that is responsible for approving the record revalidation. If the approval route set in the validity is "Fixed", it will only be possible to define another route through this field, however, it will not be possible to edit its members. Note that only the approval responsibility routes will be available for selection.

Approval type: This field is filled by the system with the approval type (Incremental or Circular) defined at the time of recording of the previously selected responsibility route however, it is possible to edit it.

Cycle: This field is filled by the system with a sequential number, indicating the approval cycle by which the revalidation of the record is passing. Each time revalidation is rejected and goes through approval again, the system assigns it a number automatically. Select the previous cycles to view the members of the responsibility route that performed the approval.

Wait for all members approval: This option will be checked/cleared by the system, according to the configuration made at the time of the recording of the previously selected responsibility route. If this option is checked, approval will only be released after all route members have executed their tasks.

If in the validity configuration is set for the approval route type to be Variable, the following buttons will be enabled in the side toolbar:

	Click on this button to add a new responsible party to the approval. Refer to the Configuring a new responsibility route section to obtain a detailed description of how to perform this operation. Note that by adding a new responsible user to a route associated with a revalidation approval, this addition will not be replicated to the route record made through the Configuration Responsibility route menu.
	Click on this button to edit the data of a member. Select the desired record before clicking on the button.
	Click on this button to delete a member from the responsibility route. Select the desired record before clicking on the button.

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After that, click on the button. The system will ask if you wish to send the revalidation to approval. When you click OK, the revalidation will be sent to approval and the Revalidation approval task will be generated for the members of the responsibility route. If you click Cancel, the revalidation will remain with the "Issue" status.