Module: Revision Request

Overview

The "Revision Request" module allows any user to submit a modification request for an existing document. This module operates downstream of the document to trigger its revision cycle.

Processing Flow

Document Consultation → Revision Request → DM Manager Validation
→ Create New Version (if accepted)

Entry Point

The "Revision Request" button appears in the "Quality Module" component under the following conditions:

• QVersionDoing = 0 (document not being modified)
• Valid document
• Visible only for applicable documents

Form

General Information

Property	Value
Form Name	Revision Request
Purpose	Formalize and track modification requests for existing documents
Injection	Form and workflow injected by Synctool (templates provided by the product)

Form Structure

The form is organized into two main sections:

HEADER Section

Document reference information (auto-calculated):

• Reference (calculated)
• Title
• Version (calculated)
• Step (calculated)

REQUEST Section

Information related to the revision request:

• Subject* (required)
• Issuer
• Request Date
• Status
• Validator

Form Fields

The following table details all fields available in the form:

Label	Technical Name	Type	Values	List	Multi	Default	Description
Reference	Reference	Text	Calculated	-	No	-	Calculated by the system according to a given convention
Title	Title	Text	Free	-	No	-	Allows document referencing
Version	Version	Number	Calculated	-	No	-	Allows document versioning
Step	current_activity	Text	Calculated	-	No	-	Displays document status in the workflow
Subject*	Objet	Text	Free	-	No	-	Multiline - 4000 characters max
Issuer	Emetteur	Text	Directory	-	No	Connected user	-
Request Date	DateDemande	Date	Calendar	-	No	Current date	-
Status	vStatus	Text	Calculated	DDR_STATUTS	No	-	Current status of the request
Validator	MRValidator	Text	Directory	-	No	Empty	Document manager

Legend and Information

• *: Field required on save
• Multi: Accepts multiple values
• List: Value list used (injected by Synctool for DDR_STATUTS)

⚠️ Warning: The vStatus field depends on the DDR_STATUTS list which must be configured in the system.

Workflow

General Information

Property	Value
Workflow Name	Revision Request
Purpose	Validate or reject a document revision request
Particularity	The workflow follows 2 paths depending on whether the issuer is a manager or not

Resources Used

Profiles

• QDM - Advanced User
• QDM - Portal
• Administrator

Actors

• DM Manager
• Editor
• F-ResponsableValidation
• R-QDMAdmin
• QDM_Admin
• QDM_Lecteur

Roles

• QDMAdmin
• QDMAuthor
• QDMLecteur

Workflow Schema

                    ┌──────────────┐
                    │   Step 1     │
                    │   Input      │
                    │  (Editor)    │
                    └──────┬───────┘
                           │
            ┌──────────────┴──────────────┐
            │                             │
     Issuer =                      Issuer ≠
     Manager                       Manager
            │                             │
            ▼                             ▼
    [Workflow ended]             ┌──────────────┐
    Status = 3                   │   Step 2     │
    (Auto-validation)            │  Validation  │
                                 │(DM Manager)  │
                                 │              │
                                 └──────┬───────┘
                                        │
                                ┌───────┴────────┐
                                │                │
                          Accept             Reject
                                │                │
                                ▼                ▼
                         [END: Validated]  [END: Rejected]
                         Status = 3        Status = 3

Detailed Steps

Step 1 - Input

General Properties

Property	Value
Description	Allows entering a revision request
Participants	Editor
Readers	R-QDMAdmin
Modifiable Fields	Defined in F3 Revision Request tab
Reminder	No

Validation Rules

Button	Required Fields	Comment	Description
Send Request	Defined in F3 Revision Request tab	No	Automatically sends the request for validation

Exit Transitions

Link	Condition	Notification	Action
Input → Workflow ended	Manager creates the request	No	Status = 3
Input → Validation	Issuer ≠ Manager	Yes to DM Manager	Status = 1

Step 2 - Validation

Step 2 Configuration

Property	Value
Description	Allows validating a revision request
Participants	DM Manager
Readers	R-QDMAdmin, R-QDMLecteur
Modifiable Fields	Defined in F3 Revision Request tab
Reminder	Yes, monthly to F-ResponsableValidation

Buttons and Validation

Button	Required Fields	Comment	Description
Accept Request	Defined in F3 Revision Request tab	No	Accepts the revision request
Reject Request	Defined in F3 Revision Request tab	Yes and mandatory	Rejects the revision request

Exit Paths

Link	Condition	Notification	Action
Validation → End	Accept (default)	Yes to Editor	Status = 3
Validation → End	Reject request	Yes to Editor	Status = 3

End Event - Validated

Property	Value
Trigger	Input → End (manager creates the request)
Description	Ends the document
Modification Rights	R-QDMAdmin
Read Rights	QDM_Lecteur

End Event - Rejected

Property	Value
Trigger	Validation → End (request rejection)
Description	Ends the document after rejection
Modification Rights	R-QDMAdmin
Read Rights	None

Views

Views allow tracking the status of revision requests.

View Types

• My revision requests: Requests created by the user
• Requests to validate: Pending validation
• Validated requests: Approved
• Rejected requests: Rejected

Available Features

Each view offers the following features:

• Full-text search engine
• Filters by status, issuer, concerned document
• Excel export

Dependencies

Dependencies with Document Module

Field Inheritance

Field inheritance must be configured from "Document Form" to "Revision Request" to automatically populate revision request fields.

Source Field (Document)	Target Field (Revision Request)	Note
Reference	Reference	Document reference
Title	Title	Document title
Version	Version	Current version
Ged_Gestionnaire	MRValidator	Manager becomes the validator

Required Value Lists

Value List	Usage	Impact
DDR_STATUTS	Request status (vStatus)	Required - Injected by Synctool

Link to New Version Creation

Once the revision request is accepted, the document manager can create a new version via the "Create new version" button in the "Quality Module" component.

New Version Creation Mechanism

The "Create new version" button is managed by the QDM_Version actor. Creating a new version triggers:

• Automatic incrementation of the version number
• Population of the IDPreviousVersion field with the previous version ID
• Setting the new version's QVersionDoing to "1" (Document being modified)
• Starting the new version at the "Drafting" step of the Document workflow

Project Feedback

To Be Completed

Section to be completed based on field experience feedback.

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