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72:versions [2018/07/05 18:10] – [Manage Process Versions] bkkr | 72:versions [2024/02/15 00:00] (current) – external edit 127.0.0.1 | ||
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====== Manage Process Versions ====== | ====== Manage Process Versions ====== | ||
- | Under the " | + | All process |
- | === Versions | + | ===== Use existing 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** | + | Each version has a state, name, creator, and creation date. The currently valid version is marked with " |
- | The valid version is generally the version everyone will see unless they have the ' | + | * |
- | Click the three dots to the right of the desired | + | === Add a new version |
- | **Working Version** | + | Use the blue "+ Add Version" |
- | + | ||
- | The working version is the only version where modelers can make changes. | + | |
- | + | ||
- | Click the three dots to the right of the desired version and click the option " | + | |
- | + | ||
- | === State === | + | |
- | + | ||
- | There are three different states; " | + | |
- | + | ||
- | === Add Version === | + | |
- | + | ||
- | Click the blue "+ Add Version" | + | |
There are four steps to create a new version. | There are four steps to create a new version. | ||
- Check Readiness | - Check Readiness | ||
- | - After you click "+ Add Version" | + | - This page shows the readiness of the new version and the findings such as invalid links, outputs, and missing |
- | - Click ' | + | - Use ' |
- Enter Properties | - Enter Properties | ||
- | - The name and state of the version | + | - Enter the name and select a state for the new version. |
- | - You can also release this version as the valid version | + | - To release this version as the valid version, enable |
- | - Click ' | + | - Use ' |
- Create Version | - Create Version | ||
- | - While Stages is creating | + | - While Stages is creating |
- After your version is created successfully click ' | - After your version is created successfully click ' | ||
- | As soon as the version is created, it appears in the version drop down menu under the processes menus. | + | As soon as the version is created, it appears in the version drop-down menu under the processes menus. |
=== Delete Version === | === Delete Version === | ||
- | Click the three dots to the right of the version | + | Use the three dots to the right of the version you want to delete. Click ' |
+ | |||
+ | === Create PDF === | ||
+ | |||
+ | Process content from Stages can be exported to PDF: | ||
+ | |||
+ | * 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 to previous process versions, table of content, title pages, headers, footers, etc. | ||
+ | * Standard set of templates is provided, customized templates can be created upon request. | ||
+ | |||
+ | To create a PDF of the process version, click the three dots to the right of the desired version. Click ' | ||
+ | |||
+ | There are three templates for creating the PDF: | ||
+ | |||
+ | * **Process Handbook with Change Markers** | ||
+ | * Contains all process elements with their differences between the current version and the valid version. | ||
+ | * **Process Handbook** | ||
+ | * Contains all process elements with their names, descriptions, | ||
+ | * **Process Release Notes** | ||
+ | * Contains only process elements that have changed related to the valid version. | ||
+ | |||
+ | The PDF documents are created | ||
+ | |||
+ | === 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 '' | ||