Create New Document Revision—Key Exercises

Required Data 

To be able to perform these exercises, you must have completed the following exercises:

1. Create Document Title and Revision
2. Create Document File
3. Establish Approval Process
4. Approval Process
5. Approve and Release Document

Main Exercise

Purpose: The purpose of this exercise is to exercise on how to create a new document revision.

Windows:
Document Revision/General

Creating a New Document Revision

A new revision of a document can be created at any time. The revision on which the new one is based on does not need to be released, even though the most common way of working is to create the new revision from the latest released revision. You must have either Admin Access or Edit Access to be able to create a new revision.

1. Open the Document Revision window from the Navigator.
2. Perform a query (F3) to find the Assembly Instruction (e.g., use Document class = XXINSTR, where XX are your initials, as search criteria).
3. Right-click and then click Create New Revision. The Create New Revision assistant is opened.
4. Enter A2 in the Revision field.
5. Enter a revision text, explaining why this new revision has been created (e.g., Changes to the Assembly Instruction due to new release of Front Wheel Kit).
6. Verify that the Copy File and Copy Access check boxes are selected. This copies the document file and the access settings to the new revision.
7. Review the selected objects that will be copied to the new revision. The connection to the previous revision will be removed at the same time, so that the connection is valid only for one document revision. 
8. Click Finish.

Note: The Document Revision window is populated with the new revision. You can navigate between the two revisions in the Document Class list in the header.