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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. For details on various content types, please refer Content Revision page
Process Revisions allow Administrative Users to modify the onboarding process, and contextual process content. There can be multiple Process Revisions across different business processes in an organization. For details on configuring business processes using Process Revision, please refer Process Revision page.
Attribute Revisions allow Administrative allow Administrative Users to add/modify process attributes and home page content. Attribute Revisions can have only one active revision at any given timeIt can also be used to display specific content to the user or change notification templates that are related to authentication events. For details on adding/modifying attributes, please refer Attribute Revisions page.
Where are revisions in the onboarding process?
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| Role Type | Access to Content Revision | Access to Process Revision | Access to Attribute Revision | |
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| Process Administrator | | | ||
| Content Administrator | |
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How is revisions accessed?
Revisions can be accessed through the Menu icon in the top left corner of the page.
| Access Revisions | |
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What is the difference between a Process Revision, Attribute Revision and a Content Revision?
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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 Process 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. For details, refer Content Revisions page.
Process Revision
Process 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 configure business process rules, manage Events & Notifications as well as add Ad hoc Reports to be downloaded during the onboarding process.
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Attribute Revisions allow Administrative Users to add/modify the key data (attributes) used in the onboarding process and change the home page content. Using Attribute Revisions, you can define your own attributes and use them in the Process Revision to control access to the content or pages in the onboarding process. This is very useful if you want to segregate displaying content to the users based on their role types or the attributes such as company, location or department etc.
The table below lists what can be done with Content Revisions, Process Revisions and Process Attribute Revisions.
| Content Revision | Process Revision | Attribute Revision | ||
|---|---|---|---|---|
| Manage Business Process Rules | Authentication EventsManage Attributes | |||
| Attachments | Manage Events & Notifications | Add/Edit/Delete Supplemental Attribute Data | ||
| Text Catalogs | Configure Adhoc Reports | Manage Authentication Events | ||
| Image Management | Configure Attribute Preferences | |||
| Mixed Content | Revision Process Preferences | |||
| PDF Templates | Configure Process Constants | |||
| Smart Forms | ||||
| Smart Checklists | ||||
| Verification Vendors | ||||
| Background Check Vendors | ||||
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How to create a revision?
To create a new revision, click Create Revision under Revisions.
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On the Create Revision page, click Add a New Value.
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Enter the revision information - Type, Revision Date, Description and Business Process ID.
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Reserve and configure the revision. The changes made through the revision doesn't show up to the user until the revision is applied.