Version Overview

Overview

The Overview section lists the details of the overall documentation as well as the individual documents. Both the overall documentation and individual documents can be versioned, whereby the current overall documentation always comprises the current set of documents including their previous versions.

The Other Versions button can be used to call up older versions of a overall documentation. However, new document versions can only be created in the current non-closed overall documentation.

You also have the option of adding new documents to the current overall documentation using the Add documents button. After clicking the button, enter version number and description and then select the desired document version.

The Product Version Administration role allows you to edit the listed details for the respective version. You can use the Project Administration role to edit the project data. The Document Releasing Person role allows you to close and release overall documentation and documents.

The following controls are available:

Overall Documentation:

Open the menu via the icon to access the following functions:

Status

By clicking on the status display, you can change the status of the overall documentation or of each individual document.

A window opens in which you can select the desired status.

Open the menu via the Menu icon to access the following functions:

Create New Version

You can use the button to create new versions of the entire documentation or individual documents. The previous version must be closed or released in order to do this. Closed and released versions can no longer be edited, only read. Reports can still be printed out.

Edit Details

The button allows you to edit the version details of overall documentation or individual document versions.

Delete Projects

The icon opens a dialog box for deleting the selected project.

Warning: Deleting projects cannot be undone!

Documents

For documents, open the menu via the icon to access the functions described above (except delete) as well as the following additional function:

Team

You can use the button to edit the team for individual document versions.

Similar to the Account Management, here you have the option as Product Version Admin (or a higher-level role, such as Project Admin or System Admin) to manage the project team, where Project Administration (and the only team member) is initially always the creator of the project.

You can assign version-related roles to additional users. To do this, click the + Assign new role button. In the window that opens, you can now select a user and the role to be assigned to him, and confirm your selection with OK. Unlike in the user administration, you cannot specify a scope here, since this is already specified by the selected version, and you cannot select roles whose specified scope is not applicable here (e.g. System Administration).

Open Document

A quick access to the latest document version is provided by clicking on the document.

However, you can also select and open a specific function entry of a specific version.

Reports

In the Reports area, similar to the Overview area, you can display overall documentations or documents in versions and generate overall document reports for the individual documents or their different versions, similar to what is described in Main Functions under "Generate Full Report".