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Executing a simplified revision

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Prerequisites

  • Access to the File > Document menu.

 

Introduction

In the previous step, we created a document based on the simplified revision template.

Now, after finishing all necessary changes to the document, it is time to execute the revision.

See below how to perform this action.

 

Executing a simplified document revision

1. Access the File > Document menu, select the document with the configured revision, and click on the button.

2. Edit the document as necessary.

3. Then, click on the Accept revision button.

At this point, the revision will be released.

 

Complementary resources

See further details regarding each field available for the simplified revision:

General

In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration > Revision > Reason" menu. 

This section also displays some information on the revision in progress, such as revision ID #, status or step, date, and cycle.

In the Control section, it is possible to define the dates scheduled for the start and end of the revision. The actual start and end dates are filled out by the system. This section also displays the user responsible for creating the revision. The user responsible for releasing the revision will be automatically filled out once the revision ends.

Then, use the Description field to add additional comments regarding the revision.

Use the Explanation field to highlight the need for the revision. If it has been configured, filling out this field may be mandatory.

 
 

Change

Use it to enter the changes that were performed in the document. They may be added both by the user creating the revision and by the drafters through the draft step in the "Document revision" task.

 
 

Revisions

This section displays a listing of all revisions that the document has gone or will go through. Use the button to view the data of the document revision selected in the listing.

 
 

History

Allows viewing the history of users who added comments to the document. Text comments can be also viewed through the Security > Comments section of the document data screen to which the electronic files belong.

 
 

 

Conclusion

This article has taught you to finish the last step of a revision. If you wish to see the other steps or learn more about complementary actions, check the related article list.

 


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