You can see the list of the document revisions here, each document could have several but only one which has checked in the "Latest Version" column is accessible for users.
if it's before "Effective Date" or "Expiry Date" passed, the files of it will not be accessible anymore.
"Status" also shows the situation of document versions:
- In Progress > the change process is still ongoing and not finished yet
- Released > the change process is done and the document is published on "Publish Date"
- Expired > new revision is released or because of a Change the document is not applicable anymore.
for some work instructions, procedures, and forms that are implemented in Sana, can be linked to the document version and will appear on the "Related Form".
according to the "Review cycle" of the Document Type🔗, "Review Date" will calculate by the system. it means that you should review this document before this date.
Create new version
To create a new version, click on the button from the action bar, and fill the required fields then click on a button.
to upload files, please follow the Files🔗 page.
Edit a version
To Modify a document, select it from the list first, click on a button, do the modification and then click on a button.
Delete a document
To Delete a document, select it from the list first, click on the button, if you are sure about it, click on a button.
Note: this delete action should just use in this cases:
- version is created by mistake
- the related change request has been canceled
in other cases, You should just change the "Status" to "Expired".
Note: If this version has some files or has been referenced to other documents you cannot delete it. You should just change the "Status" to "Expired".
Note: If this version is expired or a new version is going to be published and you want to delete it because of it, You should just change the "Status" to "Expired".