Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
72:versions [2018/07/05 13:06] – [Manage Process Versions] bkkr | 72:versions [2019/11/01 18:13] – emr | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | [[: | ||
- | |||
====== Manage Process Versions ====== | ====== Manage Process Versions ====== | ||
- | Under the " | + | All process |
- | === Versions | + | ===== Create new process versions ===== |
- | A process | + | To manage |
- | On the process versions page, where all other process versions are displayed, you can select which process version you want to have as the [[:general:workingversion|working version]] and [[: | + | {{ |
- | **Valid Version** | + | === Add a new version === |
- | The valid version is generally | + | Use the blue "+ Add Version" |
- | Click the three dots to the right of the desired version and select the option " | + | There are four steps to create a new version. |
- | **Working | + | - Check Readiness |
+ | - This page shows the readiness of the new version and the findings such as invalid links, outputs, and missing responsibilities. To skip this step, simply use ' | ||
+ | - Use ' | ||
+ | - Enter Properties | ||
+ | - Enter the name and select a state for the new version. | ||
+ | - To release this version as the valid version, enable the ' | ||
+ | - Use ' | ||
+ | - Create Version | ||
+ | - While Stages is creating the new version, you can still work on other versions. | ||
+ | - After your version is created successfully click ' | ||
- | The working | + | As soon as the version is created, it appears in the version |
- | Click the three dots to the right of the desired version and click the option " | + | === Delete |
- | === State === | + | Use the three dots to the right of the version you want to delete. Click ' |
- | There are three different states; " | + | === Create PDF === |
- | === Add Version === | + | Process content from Stages can be exported to PDF: |
- | Click the blue "+ Add Version" | + | * Different export details (e.g. process handbook, process changes, single process content pages) can be defined in PDF templates. |
+ | * PDF exports can contain change markers | ||
+ | * Standard set of templates is provided, customized templates can be created upon request. | ||
- | There are four steps to create a new version. | + | To create a PDF of the process |
- | - Check Readiness | + | There are three templates for creating the PDF: |
- | | + | |
- | - Click ' | + | * **Process Handbook with Change Markers** |
- | | + | |
- | | + | * **Process Handbook** |
- | - You can also release this version as the valid version immediately by clicking | + | * Contains all process elements with their names, descriptions, and associations. |
- | - Click ' | + | |
- | - Create Version | + | |
- | - While Stages | + | |
- | - After your version is created successfully click ' | + | The PDF documents |
+ | |||
+ | === Export === | ||
+ | |||
+ | Click the three dots to the right of the desired version and click 'Export' | ||
+ | |||
+ | A ZIP file is being downloaded that contains the whole process content. This ZIP file can be imported in other workspaces or other Stages instances. | ||
+ | |||
+ | ===== How to roll back the Working Version to a previous version ===== | ||
+ | |||
+ | Open the menu of the process version you would like to roll back to. Then select '' | ||