Revisions
Document revisions allow you to maintain an audit trail of changes to your documentation while ensuring that only approved versions are used for regulatory purposes.
Create a New Revision
To create a new revision of the selected document select “New Revision” in the top right corner.
After confirming, a draft version of the document will be created and the wizard will open where you can edit the document. This does not affect the live version, which you can still go back to via the revision history.
After generating the new revision, the document will have the “unapproved” status and you can select the approvers from your team by clicking the approval button. Only after the revsions final approval the document will be updated to the “live” status and the former live version will be archived.
View Revision History
To view the version history of the selected document click on the drop down menu located right above the headline of the document.
Revision Summary
The revision summary of each approved revision is found by clicking on the “Approval” button in the top right corner or by scrolling down to the revision history section at the bottom of the document.
Revision Workflow
The document revision process follows this workflow:
- Live Document: The currently approved version
- Draft Creation: Creating a new draft for editing
- Edit Phase: Making necessary changes to the document
- Unapproved: After generating the new revision, the document will have the “unapproved” status
- Approval: Select approvers from your team by clicking the approval button
- Live Status: Only after the revision’s final approval will the new document be updated to the “live” status
- Archive: The former live version will be automatically archived
Use the revision history feature to compare changes between different versions or to refer back to previously approved documentation if needed.