What are Process Revisions?

Process Revisions are what allow the Administrative Users to configure their current business process.  From Process Revisions, Administrative Users are able to attach content that was added to the system, review and alter their current Onboarding flow, modify and add master attributes, as well as add content to selected homepages.  Only one in-progress Process Revision can exist at a time, unlike Content Revisions that allow many.  

Who can access Process Revisions?

Only System Administrators and Process Administrators can access Process Revisions.

Role Types	Access
System Administrator
Process Administrator
Content Administrator
HR Specialist/Recruiter
Help Desk Analyst
I-9 Specialist
E-Verify Specialist

Why is a Process Revision needed in the Business Process?

Process Revisions are what allow System Administrators and Process Administrators to configure their business process, add or modify attributes and their supplemental data, as well as manage their content security.

How can I access a Process Revision?

To access a Process Revision, click the Menu Icon and select Add/Update Revision under Manage Revisions.

From this screen, an Administrative User can either search for an existing revision to modify, or they can select Add a New Value at the top of the screen if they wish to create a brand new revision.

How can I create and modify a Process Revision?

Creating and modifying a revision is usually a 4-step process:

• Reserve the revision
• Configure the revision
• Manage content security for the revision (not required for some uses of a a Process Revision)
• Apply the revision
  
  

Step 1 - Reserve the revision

The first step is to Reserve the revision.  This saves the descriptive information and assigns the revision number.

Step 2 - Make changes in the revision

There are many possible changes that can be made using a Process Revision.  These are described in detail in the sections that follow this one.

After reserving the revision, click Configure to begin making the changes in your revision.

Step 3 - Manage Content Security for the revision

This step is required only if the changes made in the revision affect the business process directly.  In this step, you define which users can access the process changes that you have made.

Step 4 - Apply the revision

The configuration changes made will not be in effect until you 'Apply' the revision.  To apply the revision, select Return to Revision Manager and select Apply at the bottom of the screen.

On the Manage Revision Screen, select Apply to confirm all changes made throughout the revision.

Withdraw Revision

Before you apply the revision, you are able to withdraw the revision, removing all pending changes in that revision. This will allow you to start a new configuration revision.