To manage process versions, go to the “Management > Process Versions” menu. All versions within the current workspace are shown in a table that display name, creator, creation date, and state.

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 version you want to have as the working version and valid version.

Valid 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.

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 “Replace Working Version” to set the working version.

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.

Click the blue “+ Add Version” button to add a version.

There are four steps to create a new version.

1. Check Readiness
   1. 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.
   2. Click 'Next'
2. Enter Properties
   1. The name and state of the version are entered on this page.
   2. You can also release this version as the valid version immediately by clicking the 'Release as Valid Version' toggle switch.
   3. Click 'Create'
3. Create Version
   1. While Stages is creating your new version, you can still work on other versions.
   2. 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.

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.'

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 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 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, and associations.
• 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.

Click the three dots to the right of the desired version and click 'Export' to export the process version.

A zip-file begins to download. When exporting, use this zip-file when it has downloaded completely.