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, modify and add attributes, or add content to category-driven 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	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, and add or modify attributes and their supplemental data.

How can you access a Process Revision?

To access a Process Revision, click the Menu icon and select Create Revision under Revisions.

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.