# Manage revisions

:::info
**Note:** Competency models are an optional feature that has to be enabled. Please contact your account manager.

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## What is a revision?

A revision is a versioned configuration of a competency model's rating scales, aggregation methods and display options. Revisions let you make adjustments over time without losing historical rating data.

**Example:** From 2026, the rating scale should be extended from 1–5 to 1–6. Instead of changing the existing configuration (which would compromise the comparability of historical data), you create a new revision with the desired effective date.

Each revision has an **Effective from** date. easyreview automatically picks the right revision based on this date. The revision that applies is always the one with the most recent effective date that lies in the past.

## First revision

When you create a new competency model, a first revision is created automatically. It has no scale configuration to begin with. The rating scales have to be set up per category.

## Revisions on the settings page

The competency model's settings page shows all existing revisions under the **Revisions** section. Each revision is shown with its name (or its effective date).

 ![Revision list on the settings page](/attachments/kompetenz/revisionen-verwalten/einstellungsseite-revisionsliste.png)

The dropdown menu next to a revision offers the following actions:

* **Edit** — opens the revision configuration
* **Copy** — creates a new revision with all settings of the existing revision as the starting point
* **Delete** — removes the revision (only visible when more than one revision exists)

Use the **+ New revision** button to create a new, empty revision.

## Create a new revision

1. Go to the competency model's settings.
2. Click **+ New revision**.
3. Fill in the form:
   * **Name (optional):** a descriptive name for the revision (e.g. "Scale 2026"). If no name is given, the effective date is used as the display name. The name can be maintained in multiple languages.
   * **Effective from:** the date from which this revision applies. Each date may be used only once per competency model.
   * **Category aggregation:** determines how the results of all categories are combined into the overall result. **Average** takes the mean of all category results. **Sum** adds the category results together.
4. Click **Save**.

 ![Form "New revision"](/attachments/kompetenz/revisionen-verwalten/neue-revision-formular.png)

After saving, you're taken to the revision's edit page, where you can set up the category configurations.

### Copy a revision

To use an existing revision as a template, open the source revision's dropdown menu and click **Copy**. A new revision is created with today's date that takes over all settings:

* Category aggregation and display options
* Scale configurations of all categories
* Job profile assignments (category and competency mappings)

## Edit a revision

On a revision's edit page, you configure all its details.

 ![Edit page of a revision](/attachments/kompetenz/revisionen-verwalten/revision-bearbeiten.png)

### General settings

The basic settings are at the top of the page:

| Field | Description |
|----|----|
| **Name (optional)** | Descriptive name of the revision (multiple languages) |
| **Effective from** | Date from which this revision applies |
| **Category aggregation** | How the category results are combined into the overall result: **Average** or **Sum** |
| **Show target values** | Enables the target-vs-actual comparison in the results. Target values are defined via job profiles (→ Job profiles & assignments). |
| **Average perspective** | Shows an additional average line in the radar chart of the results (→ View individual results) |

## Category configurations

Below the general settings is the **Category configurations** table. It lists all competency categories of the model and lets you configure each one individually.

 ![Category configurations table](/attachments/kompetenz/revisionen-verwalten/kategorie-konfigurationen.png)

The table has the following columns:

| Column | Description |
|----|----|
| **Category** | Name of the competency category |
| **Enabled** | Checkbox — whether the category is active in this revision |
| **N/A** | Checkbox — whether participants can mark a competency as "not applicable" |
| **Free-text** | Checkbox — whether free-text competencies are allowed in this category |
| **Aggregation** | How competency ratings within the category are combined: **Average** or **Sum** |
| **Scale type** | Type of rating scale (see below) |
| **Scale** | Configuration of the chosen scale |

### Scale type

Per category, you choose one of the following scale types:

#### Numeric range

Rating on a continuous number scale. You set a **minimum value** and a **maximum value** (e.g. 1–5).

In the table, the min/max values are shown directly as input fields.

#### Labels with point values

Rating via predefined steps, each with a point value and a label. Example:

| Point value | Label |
|----|----|
| 1 | Development needed |
| 2 | Basics in place |
| 3 | Competent |
| 4 | Advanced |
| 5 | Expert |

The table shows a summary (e.g. "5 values (1–5 points)"). The **Edit values** button opens a dialog where you can:

* Set the **point value** and **label** for each step
* Maintain labels in multiple languages (when the multi-language feature is enabled)
* Add or remove steps

 ![Dialog "Edit rating scale"](/attachments/kompetenz/revisionen-verwalten/bewertungsskala-dialog.png)

### Other options per category

* **Enabled:** categories that aren't needed can be disabled in a revision without removing them from the competency model.
* **N/A (not applicable):** when enabled, participants can mark a competency as not applicable. It is then not counted in the evaluation.
* **Free-text:** enables or disables free-text competencies for this category (→ Create and configure a competency model).

## Job profile assignments

At the bottom of the revision edit page is the **Job profile assignments** section. Here you see which job profiles are linked to the revision and how many competencies are assigned to each.

 ![Job profile assignments in the revision](/attachments/kompetenz/revisionen-verwalten/jobprofil-zuordnungen.png)

The **Edit** button next to a job profile takes you to the detailed competency mapping.

The **Sync from field** button lets you create or sync job profiles automatically from a custom field.

## Overview page (Status)

The **Status** button in the header takes you to the revision's overview page. It shows a results table of all competency ratings for the current revision.

 ![Overview page of the revision](/attachments/kompetenz/revisionen-verwalten/uebersichtsseite.png)

On the overview page, you can:

* Search for employees
* Apply filters
* Add extra competencies as columns via the competency selector
* Download an Excel export of the results (via the three-dot menu)
* Switch between revisions (via the dropdown in the header)

## Related articles

* [Create and configure a competency model](/en/c/competency-models/create-and-configure-competency-model) — create categories and competencies
* [Job profiles & assignments](/en/c/competency-models/job-profiles-and-assignments) — weights and target values per job profile
* [Add a competency assessment to the questionnaire](/en/c/competency-models/add-competency-assessment-to-questionnaire) — link the revision to the edition
* [View individual results](/en/c/competency-models/view-individual-results) — results per participation group