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A revision is a change, or set of changes that are made to Smart Onboarding by a an Administrative User. Using a revision, a User can add and modify content to be used, and specify where the new content is used within the onboarding process, and who sees it.. For each revision, the date when the change will take effect is specified, allowing for introducing changes in the future without impacting the current process.
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Content Revisions allow Administrative Users to add or modify content that is used within the onboarding process. There can be many Content Revisions open at any time.
Configuration Process Revisions allow Administrative Users to modify the onboarding process, Homepage Content, and Attributes. Due to the complexity of Configuration Process Revisions, at most one Configuration Process Revision can be open at any time.
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Revisions are not part of the onboarding process, but they are used to modify any element of the business process. Revisions can be created at any point after a an Administrative User has finished their onboarding process.
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| Role Type | Access to Content Revision | Access to Configuration Process Revision |
|---|---|---|
 | | |
| Process AdministratorsAdministrator | | |
| Content Administrator | | |
| HR Specialist/Recruiter | ||
| HR Help Desk Analyst | ||
| I-9 Specialist | ||
| E-Verify Specialist | ||
| New HiresHire |
How is Manage Revisions accessed?
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| Access Manage Revisions |
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Menu Icon: The Menu Icon is used to display all relevant actions the current user is able to perform |
What's the difference between a
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Process Revision and a Content Revision?
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Content Revision
Content revisions allow Administrative Users to add or modify content in the onboarding system. This content can later be added to a Homepage Configuration or added to your business process through a Configuration revision. Content revisions can also be used to change notifications, set up verification vendors, etc. Many content revisions can be in process at the same time.
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Process Revision
Configuration revisions allow Administrative Users to specify where content is used in the onboarding process. Administrative Users are also able to perform other functions such as Mass Uploading Attributes to the system, as well as adding Ad hoc Reports to be downloaded at the completion of the onboarding process. An extensive list with links to each function are listed below for both Content Revisions and Configuration Process Revisions.
| Configuration Process Revision | Content Revision |
|---|---|
| Manage Attributes | Notification Templates |
| Manage Content Security | Attachments |
| Manage Business Process Rules | Text Catalogs |
| Manage Events & Notifications | Image Management |
| Manage Authentication Events | Mixed Content |
| Mass Upload Attributes | PDF Templates |
| Smart Forms | |
| Smart Checklists | |
| Verification Vendors | |
| Background Check Vendors | |