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Executing a document revision

The system will display the Revision execution task of SoftExpert Document if you are the responsible party or part of a group responsible for executing a revision step of the document.

All the revisions of all steps will be displayed by the system, but it will only be possible to perform revisions that are in the review, approval, and release steps.

 

A This icon is displayed for tasks that are being revised through a workflow or that, when ISO9000-based, are in the draft or closure step. This icon indicates that the task will not be able to be executed in the mobile version.

B When clicking on the button located next to each task, the following options will be displayed:

  • Document data: In this option, the system will display some information about the document. Below the document data, the electronic files of the document are displayed in the form of a button. Click on the files to view them. They will be downloaded in order to be opened. Thus, you will need permission to View and Save locally.
  • Send to next step: When clicking on this option, the task will be executed and the revision will be sent to the next step. It may be required to view the document when you run the task if this configuration is set in the General parameters of SoftExpert Document. It will not be possible to send the revision to the next step when there are checklists associated with the step you are executing.
  • Send back to draft step: When clicking on this option, the task will be performed and the revision will be returned to the draft step. If the revision is configured to require critiques to be entered, it will not be possible to return it to the draft step in the mobile version, as the critique can only be entered in the desktop version.

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