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Releasing a process version

Gear icon leading to the step to configure the process type.
Form icon leading to the step to register a process.
Flowchart icon leading to the step to build the flowchart.
Arrow icon leading to the step to release the version.

This article is valid for the new Process (PM063) unified menu in system version 3.0:

  • Access the release notes for further details about the significant changes in the unification of the menu.
  • Click here to access the valid documentation for the former creation menu.
 

 

Prerequisites

  • Access to the Process (PM063) menu.
  • Previously created and modeled process.

 

Introduction

After modeling the process with simplified revision, it is necessary to release its version.

The Enable editing and Release version features are used to ensure the versioning of the changes, when ISO9000 or Workflow revision control is not necessary.

When editing is enabled, a new version will be created for changes to be made without affecting the current version of the process. By finishing the editing, the new version can be released or, if for some reason, it is decided to keep the current version of the process, the changes can be discarded.

For the processes with automation configured, we advise that you evaluate it before releasing its version in order to check if it can be instantiated.

See how to release a process version:

 

Releasing a version

1. Access the Process (PM063) menu.

2. Locate the process whose version you wish to release and right-click on it.

3. Select the Open data option.

4. On the process data screen, click on the Accept revision button and confirm the system request.

Usuário seguindo os passos descritos acima para aceitar a revisão de um processo.

After releasing the version for the first time, in the case of processes with simplified revision control, the process can only be edited again if changes are enabled. To do so, on the process data screen or on the flowchart screen, click on the Enable editing button. After enabling editing and performing the necessary changes, simply repeat the steps in this article to release the new version of the process.

 

 

Conclusion

Thus, the process is finished and, in the case of a process with automation, it is ready to be instantiated.


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