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72:versions [2018/07/05 16:17] – [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 | + | Use the blue "+ Add Version" button to add a version. |
- | The working | + | There are four steps to create a new version. |
- | Click the three dots to the right of the desired | + | - Check Readiness |
+ | - This page shows the readiness | ||
+ | - 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 | ||
+ | - After your version is created successfully click ' | ||
- | === State === | + | As soon as the version is created, it appears in the version drop-down menu under the processes menus. |
- | There are three different states; " | + | === Delete Version === |
- | === Add Version === | + | Use the three dots to the right of the version you want to delete. Click ' |
- | Click the blue "+ Add Version" | + | === Create PDF === |
- | There are four steps to create a new version. | + | Process content from Stages can be exported |
- | | + | |
- | - After you click "+ Add Version" | + | * PDF exports can contain change markers to previous process versions, table of content, title pages, headers, footers, etc. |
- | - Click 'Next' | + | * Standard set of templates is provided, customized templates |
- | | + | |
- | | + | To create |
- | - You can also release this version as the valid version | + | |
- | | + | There are three templates for creating the PDF: |
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- | | + | |
- | - After your version | + | |
+ | * **Process Handbook** | ||
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+ | | ||
+ | | ||
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+ | The PDF documents are created | ||
+ | |||
+ | === Export === | ||
+ | |||
+ | Click the three dots to the right of the desired | ||
+ | |||
+ | A ZIP file is being downloaded that contains | ||
+ | |||
+ | ===== How to roll back the Working Version to a previous version ===== | ||
- | As soon as the version is created, it appears in the version | + | Open the menu of the process |