Document Up Versioning: Major & Minor

Versioning of documents typically involves differentiating between minor and major revisions based on the extent of changes made to the document. When users are up-versioning their documents, they may choose either type.

Minor Revisions

Minor revisions are used when the changes made to the document are minimal and typically do not alter the document’s intent or content significantly. You would up version a document to a new minor version (e.g., from 1.0 to 1.1) when you make minor changes that do not fundamentally alter the document's purpose or implications. This is often done to reflect corrections, updates, or minor enhancements.

To complete a minor revision on a document, click the review/retire button:

In the document window, make the appropriate mark ups, add the supporting comments, and then click Item Must be Updated - Minor Revision:

You will then be prompted to complete the Periodic Review approval workflow if you have one configured. After the workflow is complete a green box will pop-up with a link to the DRAFT document.

A new draft will be created and the minor revision numbering will be reflected at the top of the document management window:

Fill in the document metadata that needs to change and add a new file if needed. Once the document details are filled in, click Launch Approval Workflow. Since this a minor revision, the document will go through the minor revision approval workflow that is configured at the document category level:

After the approval workflow signatures are completed, the new revision will be approved/effective and housed on the documents full table. It will have the minor revision version number:

Major Revisions

Major revisions are applied when substantial changes are made to the document that affect its intent, content, or scope significantly. A major version change (e.g., from 1.0 to 2.0) is appropriate when there are significant changes that impact the document’s core content, purpose, or compliance requirements. 

To complete a major revision on a document, click the review/retire button:

In the document window, make the appropriate mark ups, add the supporting comments, and then click Item Must be Updated - Major Revision:

You will then be prompted to complete the Periodic Review approval workflow if you have one configured. After the workflow is complete a green box will pop-up with a link to the DRAFT document.

A new draft will be created and the major revision numbering will be reflected at the top of the document management window:

Fill in the document metadata that needs to change and add a new file if needed. Once the document details are filled in, click Launch Approval Workflow. Since this a major revision, the document will go through the major revision approval workflow that is configured at the document category level:

After the approval workflow signatures are completed, the new revision will be approved/effective and housed on the documents full table. It will have the major revision version number: