Versions tab

The Procedures module Versions tab lists all current and previous versions of procedures. You can view and compare previous versions and create a Draft version from a previous version to restore values from that version to the Current version.

When you update a procedure, a new version of it is created in draft mode before it can be used as the current/effective version of the procedure. The status of each version is shown:

• Current: Procedure version is currently in effect. Only this version can be associated with other Maintenance Connection components.

• Draft: Procedure currently being edited. A Draft version is required to generate a Current version.

• Review: Draft procedure that is awaiting approval before replacing the Current version. This can be demoted back to a Draft.

• Archived: A previous version that is no longer in use.

• Retired: Latest version of a procedure to be discontinued and no longer in use.

Approvals determine whether a draft procedure becomes the current/effective version:

• The Procedure Approvals preference governs the level at which a procedure must be approved when edited. The default value is None which means that no approval is required to make a draft version the current/effective version. Up to four approvals may be required to approve a draft procedure.

• Electronic signature for approvals.

Procedures use versioning for compliance and auditing purposes, ensuring proper procedure tasks are recorded against work orders that use them. Updating a procedure requires you to create a new version of it in draft mode before it can be used as the current/effective version of the procedure.