Updating revision details

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This tab allows you to record the revision details of the document. The revision policy of the document is updated here. You can update the revision details such as action on revision, superceding action, revision date, reasons for revision, revision implication, revision action status and revision interval in this tab page.

Revision Cycle

Use the drop-down list box to specify the revision cycle of the document. The system lists the following options

  • “Not Required” – Select this option if the revision of the document is not required.

  • “As Required” – Select this option if the revision of the document is done whenever required.

  • “Periodic” – Select this option if the revision of the document is performed periodically.

The system leaves this field blank by default.

Revision Interval

The interval between the previous revision and the current revision (Integer). Data entry in this field is mandatory, if the “Revision Cycle” field is set as “Periodic”. Ensure that you enter a positive value.

Next. Rev Due On

The date on which the next revision is due (Date Format). Data entry in this field is mandatory, when

  • “Revision Interval” is specified.

  • “Published Date” is not specified.

If the “Revision Cycle” is set as “Periodic” and the “Next. Rev Due On” is not specified, then the system calculates the “Next Rev Due On” as follows:

Next. Rev Due On

=

Revision Interval

+

Published Date of the revision number specified in the “Document Details” group box

If published is not available for the document then the system considers the receipt date of the document.

Action on Revision

Use the drop-down list box to specify action to be taken on the current revision, if subsequent revisions of the same document # are registered later. The system lists the following options:

  • “None” – Select this option if no action needs to be taken.

  • “Supercede Previous Revision” – Select this option if the previous revision needs to be superceded by the current revision.

  • “As Required” – Select this option if the action is to be taken as required by the user.

The system sets this field to “None” by default.

Superceding Action

Use the drop-down list box to specify the superceding action to be performed on the current revision, if subsequent revisions of the same document # are registered later . The system lists the options based on the value selected in the “Action on Revision” field.

The system lists only the option “None”, if the “Action on revision” field is set as “None” or “As Required”.

If the “Action on Revision” field is set as “Supercede Previous Revision”, the system lists the following options:

  • “None” – Select this option if no superceding action need to be performed.

  • “Discard Locally” – Select this if the previous revision document must be discarded locally.

  • “Return to Library” – Select this option if the previous revision document must be returned to library.

Data selection in this field is mandatory, if the “Action on Revision” field is set as “Supercede Previous Revision”.

The system sets this field to “None” by default.

Revision Date

The date on which the document is revised (Date Format). The date entered here must be later than the published date of the revision number specified in the “Document Details” group box.

Reason for Revision

The reason for revising the document (Alphanumeric, 2000).

Zoom facility available.

Revision Remarks

Any remarks pertaining to the revision of the document (Alphanumeric, 255).

Zoom facility available.

The system displays the following fields in the “Revision Details” group box:

Superceding Rev. #

The superceding revision number of the document.

The system displays the  revision  number, which has  superceded the revision number specified in the “Document Details” group box.

The system leaves this field blank, if no revision has superceded the revision number specified in the “Document Details” group box.

Current Active Revision #

The most recent and currently active revision number of the document.

Note: If more than one revisions of the same document are in “Active” status, then the system displays the revision having the latest published date in the “Current Active Revision #” field.

If one or more active revisions have the same published date, then the system displays the revision number with the latest registered date.

If one ore more revisions have the same published date and registered date, then the system displays the revision number with the latest modified date.

Revision Implication

Use the drop-down list box to specify the implication due to the revision of the document. The system lists all the active quick codes of type “Revision Implications”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

The system also lists the inactive quick code of type “Revision Implication” existing for the selected document and revision number combination

By default, the system displays the default value set for the “Revision Implication” quick code type in the “Maintain Quick Codes” activity of the “Library” business component.

Data selection in this field is mandatory, if the “Mandatory ?” field is set as “Yes” for the “Revision Implication” quick code type in the “Maintain Quick Codes” page of the “Library” business component.

Revision Action Status

Use the drop-down list box to specify the action to be taken with respect to the implication of the document revision. The system lists all the active quick codes of type “Revision Action Status”, as defined in the “Maintain Quick Codes” activity of the “Library” business component.

The system also lists the inactive quick code of type “Revision Action Status” existing for the selected document and revision number combination.

By default, the system displays the quick code for which “Default ?” field is set as “Yes” in the “Maintain Quick Codes” activity of the “Library” business component. Else the system leaves the field blank by default.

To proceed, carry out the following:

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