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Painel

For more information about the procedure, see Document properties.

Update properties of a controlled copy?
When checked, this option updates information in the document properties, which is required to print the controlled copy of the document.

06. Click on the Related documents tab.

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02. Click on More options, located to the right of the report name.

03. Click on Properties.

04. Edit the properties which you wish.

Painel

Clicking on this option opens a window in which you can edit the report properties. For more information, see Report.

Version control
Version control form applied to the document. The available options are:

  • New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review.
  • New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
  • Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document.

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Document properties.

05. Click on Confirm.


Restore report versions

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