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Version Control

Version control in safer.plus allows you to manage and track changes to your documents and processes over time.

This feature ensures that changes to documents are drafted before distributed and approved by authorized employees.

Automatic Version Control

Version control automatically manages document unique identification code and version number. Using the embedded content editor, all exported documents automatically include the version number and code in the footer.

Managing Versions

A version is a draft of a document that can be promoted to an approved version. The approved version is always considered the Main version of the document and has an Approved status.

Creating New Versions

  1. Navigate to the document or process you want to version.
  2. Click on the Main button next to the title then on the Create Version button.
  3. Give a name to the new version. The name is used to describe the purpose of the changes and to make it clear to other users that someone is working on a new version of the document. All versions created are in Draft status.
  4. Make your desired changes.
  5. Save the new version.

Promoting Versions

To promote a Draft version to Approved status:

  1. Open the versions dropdown.
  2. Select the version you want to promote.
  3. Click "Promote Version".
  4. Review the changes.
  5. Confirm the promotion.

Version States

  • Draft: Work-in-progress versions that are not yet active
  • Approved: The current official version in use

Previous versions can be viewed in the side panel.

Best Practices

  • Always include detailed version notes
  • Review changes carefully before promotion