Track Changes/Versions

There is a built-in feature that will track changes and versions of most major text fields. As an example, this article will show you how to track changes and versions for an agenda item.

Instructions

1. Sign in to the system if you have not already

2. Navigate to the Meetings module:

3. Select the agenda with the item whose changes or versions you wish to track:

4. Select the desired item:

5. Navigate to the desired section and click the Version History button:

6. If the item is locked, toggle the Locked switch to unlock the item:

   Note:

   Skip this step if the item is already unlocked.

7. Navigate to the Revisions dropdown and select a version from the dropdown list:

8. Click the Edit button to edit this version of the item:

   1. Make any desired changes:

      Note:

      You can edit the display of your content as desired using the Text Formatting and Paragraph Formatting tools.

      

   2. Click the Save button to save your changes:

9. Click the Delete button to delete your changes or version edits:

   Notes:

   • Red, crossed-out text marks a deletion; green, highlighted text marks an addition

   • Previous revisions can be edited but cannot be deleted

10. Or click the Approve button to approve your changes or version edits:

    Note:

    Red, crossed-out text marks a deletion; green, highlighted text marks an addition.

11. View and track current item changes and approvals by selecting the Approved option in the Revisions dropdown list:

12. Toggle the Unlocked switch to Locked to lock the item, if desired:

13. Click the Close Window button to return to the Item Fields page: