New and Improved Features

Product Level Change

• No Items

Configurable

• PMP-77343 As an end user I want option to automatically create a version of existing Assessment

PMP-77343 As an end user I want option to automatically create a version of existing Assessment

Configurable: Yes

• Title: Enabled Auto Versioning
• Public/Private: Public
• Default: Disabled

Existing System: 

• Existing Version field is not automatic. User has to select applicable version number manually
• If an assessment has been approved, it cannot be edited. In this case if a copy is created, there is no linkage between the new record and source record

Purpose: 

• Provide Automatic versioning
• Linkage between source and all subsequent versions to track and see the changes across versions

Enhanced System:

• Users with Create Version will see create version button in Assessment List screen
• New version can be created for an existing active and approved assessment of the same location
• Below will happen for the new version assessment
  • Assessment Date field will be populated with the current date i.e. date when version is created
  • Prepared By will be updated with the user name who created the version i.e. logged in user
  • Assessment Version field will automatically update to the next proceeding whole number
  • "Initial Assessment ID" field will be always populated with Assessment ID of version 1 of the assessment
    1. This will happen for any subsequent versions created for the assessment
  • Next Assessment Date will be set as per configuration based on the new Assessment Date. It will not be copied from the source Assessment
• Above changes are also applicable for "Copy Assessment" feature
• When proceeding version of an assessment reaches final approval status, the status for previous version of assessment (from which the new version was created) will be automatically set as Inactive

Impacts: Report, Cognos

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