What is a revision?

Revisions in Smart Onboarding are what let System Setup Users add and modify content to their Business Process without automatically changing current behavior. With revisions, System Setup Users can control when the changes are applied to the current system behavior.

There are two different types of revisions: Content Revisions and Configuration Revisions.  

Content Revisions are what allow System Setup Users to add Content to the system.  This content could be something like a pdf or an image, or a Smart Form, that can be shown at different times during the onboarding process. It includes creating the content to be included in activities for the onboarding process. There can be many Content Revisions open at any given time.

Configuration Revisions are what allow System Setup Users to modify the onboarding process, Homepage Content and Master Attributes.  Due to the complexity of Configuration Revisions, there can only be one Configuration Revision open at a 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, from wording to the activities required for New Hires to complete. Revisions can be accessed at any point after a System Setup User has finished their onboarding process.

Why are revisions needed?

Content Revisions are created to make changes to Content. You can create Content Revisions and revise content in them, without affecting the current process. For example, if you want to set up a Verification Vendor, you would add or update the Verification Vendor in a Content Revision.  This change would not show in the business process until the Content Revision was applied. 

System Setup Users can control when changes make it to the final system and also define the date when these changes will take affect.

Who can access Manage Revisions?

Tenant Administrators, Configuration Managers and Content Managers are the three roles that are able to access the Manage Revisions component.  It is important to note that Content Managers will not be able to create Configuration Revisions; however, Tenant Administrators and Configuration Managers are able to add both Configuration Revisions and Content Revisions.

Role Type	Access to Content Revision	Access to Configuration Revision
Tenant Admin
Configuration Managers
Content Manager
HR Admin
HR Help Desk
I-9 Admin
E-Verify Admin
New Hires

How do I access Manage Revisions?

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 Configuration Revision and a Content Revision?

Content Revision

Content Revisions are what allow System Setup Users to add Content to 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.  

Configuration Revision

Configuration Revisions are what allow System Setup Users to append existing Content to different activities throughout the onboarding process.  System Setup 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 Configuration Revisions.