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72:versions [2018/08/21 02:47] – [Manage Process Versions] bkkr | 72:versions [2019/11/01 18:21] – emr | ||
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====== Manage Process Versions ====== | ====== Manage Process Versions ====== | ||
- | Under the " | + | All process |
- | {{: | + | ===== Use existing process versions ===== |
- | === Versions | + | To manage process versions, go to '' |
- | A process version is process content for a specific time and state. | + | {{ : |
- | On the process versions page, where all other process versions are displayed, you can select which process | + | Each version has a state, name, creator, and creation date. The currently valid version |
- | **Valid Version** | + | |
- | The valid version | + | === Add a new version |
- | Click the three dots to the right of the desired version and select the option " | + | Use the blue "+ Add Version" |
- | + | ||
- | **Working 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 === | === 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. |
+ | |||
+ | ===== 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 '' | ||