What are Process Revisions?

Process Revisions allow Administrative Users to configure their business process.  Using Process Revisions, Administrative Users are able to include content that was added or changed in a Content Revision, review and alter the onboarding flow, or attach contextual onboarding content.  Unlike Content Revisions which can be many, only one active Process Revision is allowed in a business process in an organization. You cannot initiate a new process revision unless all the previous process type revisions of the same business process are completed or withdrawn.

Who can access Process Revisions?

Only System Administrators and Process Administrators can access Process Revisions.

Role Types	Access
System Administrator
Process Administrator
Content Administrator	No
HR Specialist/Recruiter	No
Help Desk Analyst	No
I-9 Specialist	No
E-Verify Specialist	No

Why is a Process Revision needed in the Business Process?

Process Revisions allow System Administrators and Process Administrators to configure their business process.

How can you access a Process Revision?

To access a Process Revision, click on "Create Revision" under Revisions from the left menu navigation or click on "Add/Update Revision" on the quick links bar.

From this page, 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 page if they wish to create a new revision.

How can you create and modify a Process Revision?

Creating or modifying a Process Revision is a 3-step process:

• Reserve the revision
• Configure the 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 - Apply the revision

The configuration changes made will not be in effect until you 'Apply' the revision.  To apply the revision, select Return to Manage Revision and click Apply.

On the Manage Revision screen, select Apply to confirm all the changes made through the revision.

Edit Revision

After the revision is applied, you cannot make changes to a revision. To edit an In Progress revision, you need to click on View\Edit.

Withdraw Revision

Before you apply the revision, you are able to withdraw the revision, removing all pending changes in that revision. This allows you to create a new Process Revision without applying the changes from the withdrawn revision.

How to view Process Revision summary?

Any changes/additions made in the Process Revision to alter the onboarding flow can be viewed in the summary. There are two ways to view Process Revision summary.

1. Click Summary on Manage Revision.

2. Click View Summary link on revision information

The Process Revision Summary is displayed as below. To expand the revision header details, click on the right arrow adjacent to revision number.

Similarly, click the right arrow on process component grids to expand them. 

To view audit details for each action added in the process, click on the down arrow next to the action.