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74:versions [2020/09/09 21:17] – aakr | 74:versions [2024/02/15 00:00] (current) – external edit 127.0.0.1 | ||
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====== Manage Process Versions ====== | ====== Manage Process Versions ====== | ||
- | All process | + | Stages processes can be baselined by using the process |
- | ===== Use existing process versions ===== | ||
- | |||
- | To manage process versions, go to '' | ||
- | |||
- | {{ https:// | ||
- | |||
- | Each version has a state, name, creator, and creation date. The currently [[: | ||
- | |||
- | * **Check readiness**: | ||
- | * **Release as Valid Version**: mark this version as the [[: | ||
- | * **Set state**: change the state of the version | ||
- | * **Rename**: rename the version | ||
- | * **Replace Working Version**: revert the working version to the selected version **(only in non-Working Version)** | ||
- | * **Export**: export the version as a ZIP file. This ZIP file can be imported in another workspace or Stages server via Import. | ||
- | * **Export for Translation**: | ||
- | * **Create PDF**: see [[: | ||
- | * **Delete**: delete the version | ||
===== Create a new version ===== | ===== Create a new version ===== | ||
- | Use the New version button to create a new version. Stages takes you through four steps to accomplish | + | To create a new process verisons, navigate to Management > Process |
- | ==== Check readiness | + | **1. Check readiness** |
- | Several process readiness checks are executed in parallel. See [[: | + | Several process readiness checks are executed in parallel. See [[: |
If you are not interested to see the results, for example for a backup version, you can skip the readiness checks. | If you are not interested to see the results, for example for a backup version, you can skip the readiness checks. | ||
- | ==== Enter properties | + | **2. Enter properties** |
- | Enter the name and state of the new version here. To mark the new version | + | Enter the name and state of the new version here. To mark the new version as valid, set the respective switch. |
- | ==== Create version | + | [[https:// |
+ | |||
+ | **3. Create version** | ||
Stages creates the new version in the background. You can navigate to other pages and continue working while the version is being created. | Stages creates the new version in the background. You can navigate to other pages and continue working while the version is being created. | ||
- | ==== Summary | + | **4. Summary** |
A short summary of the version creation is shown here. | A short summary of the version creation is shown here. | ||
+ | |||
+ | ===== Recommended practices for managing process versions ===== | ||
+ | |||
+ | It is highly recommended to **not set working version as valid**. When a process is newly created, the working version being the only version is set as valid by default. The process should be baselined and marked as valid so that the working version no longer continues to be the valid. | ||
+ | |||
+ | {{ https:// | ||
+ | |||
+ | End users should always view the released baseline of the process which is the valid version in Stages. If the working version is set as valid, users view the process which is still been updated by modelers and is not ready to be viewed or used. | ||
===== Import versions or translations ===== | ===== Import versions or translations ===== | ||
- | TODO: screenshot | + | ZIP files created via the '' |
- | ZIP files created via the '' | + | [[https:// |
- | Process content that was translated via an automated translation system can also be imported here by using the '' | + | Process content that was translated via an automated translation system can also be imported here by using the '' |
===== How to roll back the Working Version to a previous version ===== | ===== 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 '' | + | Open the menu of the process version you would like to roll back to. Then select '' |
+ | |||
+ | [[https:// | ||
+ | |||
+ | ===== ===== | ||