Differences

This shows you the differences between two versions of the page.

--- 72:versions [2018/07/05 18:30] – [Manage Process Versions] bkkr
+++ 72:versions [2024/02/15 00:00] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-[[:72:start|Stages V7.2]]
 ====== Manage Process Versions ======
-Under the "Management" tab on the left-side menu you can manage process versions. Click the "Process Versions" tab to view all versions. The versions are shown in a table that display name, creator, creation date, and state.
+All process content should always be version controlled. In Stages, all process content can be versioned by workspace.
-=== Versions ===
+===== Use existing process versions =====
-A process version is process content for a specific time and state.
+To manage process versions, go to ''Management > Process Versions''. All versions within the current workspace are listed there.
-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 [[:general:validversion|valid version]].
+{{  :72:26143617d8b2ee67e80a9cb3200bb52d.png?direct&800x344  }}
-**Valid Version**
+Each version has a state, name, creator, and creation date. The currently valid version is marked with "V", the working version is marked with "W". With the context menu on the right side, you can perform operations on that specific process version:
-The valid version is generally the version everyone will see unless they have the 'Process Version' read permission.
+  *
-Click the three dots to the right of the desired version and select the option "Release as Valid Version" to set the valid version.
+=== Add a new version ===
-**Working Version**
+Use the blue "+ Add Version" button to add a 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 "Replace Working Version" to set the working version.
-=== State ===
-There are three different states; "Draft", "Ready for Review", and "Ready for Release." Click the three dots to the right of the version to change the state of a version. Select "Set State" and then choose which state you want on the pop-up menu.
-=== Add Version ===
-Click the blue "+ Add Version" button to add a version.
 There are four steps to create a new version.
   - Check Readiness
-      - After you click "+ Add Version" the check readiness screen appears. This page shows the readiness of the new version and the findings such as invalid links, outputs, and responsibilities. You can still create the version if it is not ready.
+      - 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 'Next'
-      - Click 'Next'
+      - Use 'Next'
   - Enter Properties
-      - The name and state of the version are entered on this page.
+      - Enter the name and select a state for the new version.
-      - You can also release this version as the valid version immediately by clicking the 'Release as Valid Version' toggle switch.
+      - To release this version as the valid version, enable the 'Release as Valid Version' switch.
-      - Click 'Create'
+      - Use 'Create'
   - Create Version
-      - While Stages is creating your new version, you can still work on other versions.
+      - While Stages is creating the new version, you can still work on other versions.
       - After your version is created successfully click 'Continue' to see the full list of versions, with your new one in the list.
-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 ===
-Click the three dots to the right of the version that you want to delete. Click 'Delete' and confirm the deletion on the pop-up menu by clicking 'Delete.'
+Use the three dots to the right of the version you want to delete. Click 'Delete' and confirm the deletion.
 === 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 'Create PDF.'
-There are three options for creating the PDF:
+There are three templates for creating the PDF:
   * **Process Handbook with Change Markers**
@@ Line 62: / Line 54: @@
   * **Process Release Notes**
       * Contains only process elements that have changed related to the valid version.
+The PDF documents are created on the server and automatically downloaded to the browser.
+=== Export ===
+Click the three dots to the right of the desired version and click 'Export' to export the process version.
+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 ''Replace Working Version''