What is a revision?

A revision is a change, or set of changes that are made to Smart Onboarding by 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.

There are two different types of revisions: 

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.

Process Revisions allow Administrative Users to modify the onboarding process, Homepage Content, and Attributes.  Due to the complexity of Process Revisions, at most one Process Revision can be open at any time. 

Where are revisions in the onboarding process?

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 an Administrative User has finished their onboarding process.

Why are revisions needed?

Content Revisions are created to and and make changes to content that is used in the system.  

Who can access Manage Revisions?

The table below shows which users can access Content and Configuration revisions.  

Role Type	Access to Content Revision	Access to Process Revision
System Administrator
Process Administrator
Content Administrator
HR Specialist/Recruiter
Help Desk Analyst
I-9 Specialist
E-Verify Specialist
New Hire

How is Manage Revisions accessed?

To access Manage Revisions, select the Menu icon in the top right corner of the screen, then select Add/Update Revision.

What's the difference between a Process Revision and a Content Revision?

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.  

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 Process Revisions.