Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Track Changes/Versions

  • Updated:

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
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda with the item whose changes or versions you wish to track
    An example agenda tile in the Meetings module.
  4. Select the desired item
    An example agenda item on the Agenda Outline page.
  5. Navigate to the desired section and click the Version History button
    The gray, rectangular Version History button below the Agenda Item Name field on the Item Fields page.
  6. If the item is locked, toggle the Locked switch to unlock the item
    A red and white rectangular Locked toggle in the lower-left corner of the Version History modal.
    Note: Skip this step if the item is already unlocked.
  7. Navigate to the Revisions dropdown and select a version from the dropdown list
    The Revisions dropdown menu.
  8. Click the Edit button to edit this version of the item
    The purple, rectangular Edit button to the right of the Revisions dropdown.
    1. Make any desired changes
      The Version History Text field.
      Note: You can edit the display of your content as desired using the Text Formatting and Paragraph Formatting tools.
      The Version History Text field's formatting Tools.
    2. Click the Save button to save your changes
      The green, rectangular Save Button in the lower-right corner of the Version History modal.
  9. Click the Delete button to delete your changes or version edits
    The red, rectangular Delete button to the right of the Revisions dropdown.

    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
    The green, rectangular Approve button to the right of the Revisions dropdown.
    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
    The Approved entry within the Revisions dropdown and the current version with approval details listed.
  12. Toggle the Unlocked switch to Locked to lock the item, if desired
    The gray, green, and white Unlocked toggle in the lower-left corner of the Version History modal.
  13. Click the Close Window button to return to the Item Fields page
    The white, rectangular Close Window button in the lower-right corner of the Version History modal.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.