Version Control and audit history logs allow you to systematically track document changes, maintain comprehensive version history, and ensure compliance with regulatory standards, such as ISO 9001.
You can maintain detailed, immutable records of who made changes and when actions occurred. You can then easily export or share those records with external stakeholders or auditors.
Users: In order to upload or edit documents to your Library, you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator.
Please contact our support team if you would like to trial this feature.
Version control can be enabled by an Admin from the organization settings page.
This lets you track version numbers and history on Workflows, Pages, Files and Forms.
You can choose between material and non-material changes when publishing updates to Workflows, Pages, Files and Forms.
The explanation of changes is mandatory since it will be added to the revision history table (more on this below).
Material changes will increase the version number by 1, and non-material changes will increment it by 0.1.
You can add reference Ids to the names of any Workflows, Pages, Files or Forms in your organization.
Click the settings cog when you’re in edit mode, and you can set the reference ID.
Reference IDs will show with the version number in your Library (shown below), in Reports (when you select the version columns) and in the editor focus bar.
Note: There’s a character limit of 100 characters on reference IDs.
Activity logs on Workflows, Files, Pages and Forms have a date range selector and an export function.
You can review up to one year at a time. For example, you can look at the last year or the year before, but not both of those years at the same time.
Export your data as a CSV file using the button shown above.
Note: You can view activity logs on Completed Workflow runs.
You can access revision history tables from the meatball menu on any Workflows, Files, Pages and Forms.
The table shows the version number, prefix (if used), who made revisions, when and the description of changes.
From here, you can restore to a previous version or export the details via CSV to share with an auditor.
When you print a document or workflow, or save it as a PDF, the history table is displayed in a table at the bottom of the document.
You can track material and non-material changes by setting up webhooks in your organization’s integrations area.
Note: You’ll need to be an Admin to create webhooks.
This enables you to run a training workflow when a policy or procedure has significantly changed, for example.
Workflows