Version Control

🕒 Step 1: Access Version History

Version control allows you to track changes and recover previous content if something is deleted by mistake or updated incorrectly.

1. Open the System, Policy, or Training you wish to review.
2. Click the Edit button to enter edit mode.
3. On the right-hand side panel, locate and click on Version History.

🛠️ Step 2: Review and Manage Versions

The Version History list shows every time a system was published, including the date and time that changes were made.

• Identify Versions: You can see a list of "Last Publishing" timestamps to identify which version you need.
• Rename Versions: Click the Edit (pencil) icon next to a version to rename it, such as "Pre-Audit Version" or "Original Process". Click Rename to save.
• Delete Versions: If a specific version is no longer needed or was a mistake, you can use the Delete icon to remove it from the history.

🔄 Step 3: Restore a Previous Version

If you need to revert the entire document back to how it looked at a specific point in time:

1. Locate the desired version in the list.
2. Click the Restore button next to that version.
3. A confirmation prompt will appear; click Restore again to proceed.

The system will automatically overwrite the current content with the data from that previous version.

💾 Step 4: Finalise Your Changes

Once you have restored or renamed your versions:

1. Review the content to ensure it is exactly what you need.
2. Click Publish at the top of the page to save the current state of the system.

💡 Tip: If you would like to view which user has accessed or modified a system, use the Activity Log feature and select which action you would like to view the logs for.

🎉 You're All Set!

You now know how to manage and restore your documentation history. Your company processes are safe and fully protected against accidental changes!