Why do you need a Content Revision?

Content Revisions are used to make changes to the system content. For example, if you want to set up a Verification Vendor, you add or update Verification Vendor information in a Content Revision. The changes do not show in the onboarding process until the Content Revision is applied.

Administrative Users can control when changes are applied to the system and also define the date when these changes take effect.

What are the types of content?

The table below lists the different types of content that can be added or modified.

Types of Content	Description
Notification Templates	Templates for notification emails.
Attachments	Documents that you want to attach to an onboarding activity.
Text Catalogs	Text objects that can be used on an onboarding activity or displayed on the homepage.
Image Management	Images that you want to add to the onboarding system. Used in different content revisions and other places.
Mixed Content	Flexible links on a homepage that allows for embedding video, links, and text in a pop up message.
PDF Templates	Writable PDF templates that can later be dynamically filled out during the onboarding process.
Smart Forms	Forms that are part of the onboarding process, including ways to make sure the user agrees, understands, and fills certain fields out. It is also used to make supplemental attributes, specifying who can do or view any particular task
Smart Checklists	Checklists to make a user complete certain tasks during the onboarding process.
Verification Vendors	Other company's services and forms that can check your employees for various information.
Background Check Vendors	The companies that are partnered to complete background checks for your New Hires; this includes the background check forms.

How many Content Revisions are allowed at a time?

You may have as many active Content Revisions at a time as you would like. This is to allow your organization to have multiple users entering or changing content at the same time with their own Content Revision.

There can be many Process Revisions in an Organization across business processes but can only have one active attribute revision at any given time.

Who can create Content Revisions?

Roles	Access
System Administrator	System Administrators have access to all Content Revisions Notification Templates Attachments Text Catalogs Images Mixed Content PDF Templates Smart Forms Smart Checklists Verification Vendors Background Check Vendors
Process Administrator	Process Administrators have access to all Content Revisions Notification Templates Attachments Text Catalogs Images Mixed Content PDF Templates Smart Forms Smart Checklists Verification Vendors Background Check Vendors
Content Administrator	Content Administrators have limited access in Content Revisions Attachments Text Catalogs Images Mixed Content Verification Vendors Background Check Vendors

How do you create a Content Revision?

To create a Content Revision, click the Menu icon and select Create Revision under Revisions.

Menu

On this page, an Administrative User can either search for an existing in progress revision to modify, or can select Add a New Value at the top of the page if they want to create a new revision.

Create Revision

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

Manage Revision

After Reserving the revision, click Configure to add content to the revision.

Manage Content Revision

How do you add or change content in a Content Revision?

On the Content Revision page, you can click on the Add or Review/Update for each type of content under Content Metrics. Details for adding or modifying each of these types of content can be found in the sections of the documentation below this one.

Manage Content Revision

How do you apply a Content Revision?

The Content added to the Revision is not added, and available to be used, until you apply the revision.

To apply the revision, click Return to Revision Manager and click Apply at the bottom of the page.

Manage Revision

How do you withdraw a Content Revision?

If you have not yet applied the revision, you can withdraw the revision, which closes out the revision without implementing the changes that were made in the revision.

If you want to discard the changes you made in the revision, click Withdraw at the bottom of the Manage Revision page.

Manage Revision

.Content Revisions v1.8