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Managing Versions of Documents Print

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Tracking changes.

THE PROBLEM

Several copies, and nobody knowing which is current.

WHAT CAUSES IT

Emailing documents back and forth Saving copies before changes No convention

WHAT TO DO

Keep one current version, in one place Use a version number or date in the name Archive superseded versions rather than leaving them alongside

WHAT TO USE FOR COLLABORATION

A shared location where people edit the same file, rather than copies.

WHY

There is then only one current version, by construction.

WHAT TO USE FOR TRACKING CHANGES

The track changes facility in your word processor.

WHAT THAT PROVIDES

A record of who changed what, and the ability to accept or reject.

WHAT TO DO BEFORE SENDING A DOCUMENT OUTSIDE

Accept or reject all changes Remove comments Check the document properties

WHY

Tracked changes and comments are frequently sent inadvertently, revealing internal discussion.

WHAT TO CHECK

That what you send is what you intended.


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