Tracking Document changes
Who is this article for?Users who want to view alterations made to specific Documents.
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When a Document is in its edit cycle, the Track Changes functionality found in Microsoft Word is supported. When a Word Document is checked out for edit, the feature in Word is turned on automatically.
If the editor does not turn off Track Changes in Word, the revision of the Document will be retained by Quality Management, containing the changes made and any comments added.
Administrators can disable this functionality for all users in System Settings.
1. Tracking changes
When opening a newly checked out Word Document Track Changes is automatically turned on.
To turn off Track Changes, browse to the review Pane in Word and click on the Track Changes Button. The button will be highlighted while Track Changes remains turned on.
When a Document is checked into Quality Management with the Track Changes option turned on, edits and comments in the Document are tracked and displayed in the retained Track Changes version of the Document.
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Comments added in this way will automatically be captured in the Changes Made text box in Quality Management.
When a Document using Track Changes has been released for review or approval, users processing the review or approval will be able to open a version of the Document showing the tracked changes and comments or the proposed published version.
When a Document using Track Changes is approved, all outstanding tracked changes in the Document are accepted and all comments are marked as resolved. A version of the Document containing the tracked changes and comments will be retained to be displayed on request to users viewing the published Document.