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72:versions [2018/07/17 17:11] – [Manage Process Versions] bkkr | 72:versions [2018/12/06 20:10] – emr | ||
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====== Manage Process Versions ====== | ====== Manage Process Versions ====== | ||
- | Under the " | + | To manage process versions, go to the "Management > Process Versions" |
+ | |||
+ | {{: | ||
=== Versions === | === Versions === | ||
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On the process versions page, where all other process versions are displayed, you can select which process version you want to have as the [[: | On the process versions page, where all other process versions are displayed, you can select which process version you want to have as the [[: | ||
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- | **Valid Version** | ||
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- | The valid version is generally the version everyone will see unless they have the ' | ||
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- | Click the three dots to the right of the desired version and select the option " | ||
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- | **Working Version** | ||
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- | The working version is the only version where modelers can make changes. | ||
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- | Click the three dots to the right of the desired version and click the option " | ||
=== State === | === State === | ||
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There are three different states; " | There are three different states; " | ||
- | === Add Version | + | === Add a new version |
- | Click the blue "+ Add Version" | + | Use 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 ' | ||
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=== 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 === | === Create PDF === | ||
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Process content from Stages can be exported to 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 fully scriptable | + | * 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. | * 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. | * Standard set of templates is provided, customized templates can be created upon request. | ||
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Click the three dots to the right of the desired version and click ' | Click the three dots to the right of the desired version and click ' | ||
- | A zip-file begins to download. When exporting, use this zip-file when it has downloaded completely. | + | 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. |
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+ | ===== How to roll back the Working Version to a previous version ===== | ||
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+ | Open the menu of the process version you would like to roll back **to**. Then select '' | ||