BlueCielo TeamWork 2012 Configuration Guide | BlueCielo ECM Solutions
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Configuring document revision numbers

TeamWork can automatically assign revision numbers to documents when they complete a workflow of any kind. This ensures that every new revision can be uniquely identified. The Revision Number options in Configurator give you much control over how and when revision numbers are incremented.

Note    New document revisions can also be created during a workflow.

To configure revision numbering:

  1. In Configurator, expand Document Types in the configuration tree to display the document types.
  2. Select the document type that you want to configure. The document type’s property pages appear in the right pane.
  3. Click the Revision Number tab. The document type’s revision number options appear.
  4. Click options or type values using the descriptions in the following table.
Document revision number options
Option Description

Revision number

Select one of the available formats from the list.

Linear specifies a simple revision number that increments linearly with each new revision; for example: 0, 1, 2, and so on.

None specifies that the revision number will not be incremented automatically.

Increment the revision number

Select an option to specify when the revision number will be incremented:

  • Before starting a new revision – Increments the revision number at the start of the document's workflow.
  • After starting a new revision – Increments the revision number at the end of the document's workflow.

Select additional events to increment the revision number if they apply to your organization’s standards:

When releasing the initial revision is often useful when Initially blank is enabled.

Select On Quick Change if you want the Quick Change workflow to increment the revision number. Disable this option if you want to use the Quick Change workflow for trivial changes that will not increment the revision number.

Tip    The Quick Change workflow transitions can be managed by their own security privileges so that they can only be executed by members of specific roles. For more information on security privileges and roles, see Understanding security roles.

Revision number for replacement documents

Select an option to specify the revision number of new documents created by users invoking the Replace Document command in the TeamWork client applications. For more information on replacement documents, see the BlueCielo TeamWork User’s Guide.

Tip    A document type may only use one revision number format configuration. To switch revision number formats during a document’s life cycle when project folders are not used, such as from alphabetical to numeric when a preliminary document in the Main area is released for production, consider using two nearly identical document types, each with a different revision number format. Documents may then be changed from one document type to another at the appropriate time either manually by users with the Change Document Type command in the TeamWork client applications or automatically by custom VBScript event code.

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