The Revise command allows you to create a new revision of the selected document. This command is available when you right-click one or more signed off documents.
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Right-click the revision of the document that you want to revise and select Edit > Revise.
Documents created without a configuration value can be checked out, checked in, revised,
updated, or signed off when your active configuration is set above the plant level
to Scope Not Set.
To revise a document, the status must be current, which means that the document has
already been signed off.
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To create a new revision, type the major or minor revision numbers in the Major revision or Minor revision box. The next major and minor revision numbers display in these boxes by default.
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To use the next major revision number for the document, click Next Major. The software displays the next major revision number in the Major revision box. The revision number used for the latest current document revision, not the superseded revision being revised, determines the next major revision number.
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To use the next minor revision number for the current major revision, click Next Minor. The software displays the current major revision number with the next minor revision number in the Major revision and Minor revision boxes. The revision number used for the latest current document revision, not the superseded revision being revised, determines the next minor revision number.
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Click Next.
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Select the files to be copied from the source document forward to the revision. To copy markups of the copied files, select Copy markups.
All the files from the source document are selected by default. The Copy markups option is also selected by default. However, this does allow you to leave any supplemental
documents on the previous revision, if necessary.
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The visibility of the Files to be copied list can be controlled by configuring the Copy Files argument on the corresponding method of the Revise client API.
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If there are any files attached to the previous revision, they are displayed in the Files to be copied list.
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The first time you open the Attach File dialog box, the Delete local files option is selected by default. Any time you clear the Delete local files option, the selection is stored in the local system to be used as default the next time you access this dialog box. Users can change their preference at any time by selecting this option.
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To attach a different file to the new revision, click Add File. To remove an existing attached file, click Remove File.
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Click Finish.
When you revise a document, all reference file relationships are copied for each
file that is attached to the revised document.
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Revising a signed off document creates a new working revision and version of the document that can be edited.
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When you revise a signed off document, the status of the document master changes to ISSUED_WKG.
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A project/as-built configuration supports only one working revision. If this revision is created in a project, the as-built revision is assigned a revise state of CURRENT, SUPERSEDED to show that it is under change. Thus, documents cannot be revised in as-built once they are revised into a project.
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You cannot edit or revise a document that was created in and published by an authoring tool outside of SmartPlant Foundation. The tool user must use the Revise command in the authoring tool to create a new revision.
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When you create, copy, or revise a publishable document in the authoring domain, a revision for that document is automatically reserved in the data warehouse domain. This functionality keeps the revision details in the authoring domain and the data warehouse synchronized for the same revision of a document.