Edit History / Revision History

Instructions for reading and understanding the edit / revision history of procedures and checklists.

Dan Sargeant avatar
Written by Dan Sargeant
Updated this week

“Edit History” allows all users in Way We Do to visually see the changes that have been made to a Procedure, Policy, or Activated Checklist.

Accessing Edit History

The Edit History criteria can be identified as the "Clock icon with an arrow going anti-clockwise". Click on this icon to access edit history.


Previous versions are displayed at the top of the page, going left to right, with the most current version displayed first.

Each version has a version number, procedure status when edited, date and time the edit was committed to the database when the editor clicked the save button, and the name of the editor.

Users are able to click on the arrow on the righthand side to scroll back and view earlier revisions.

Editors and Administrators are able to restore previous versions by clicking on the "Restore button". This button does not appear for "General Users".


You are also able to see notes entered about the changes made, the reason for the change, and the participants involved in the change, lastly the version number of the published procedure. Simply click on the notepad icon at the lower right of the box.


A pop up will then show you the notes

Any additions to the procedures are displayed in green text and highlighted, while deleted content is displayed in red text with a strike-through and highlighting. Formatting changes are displayed in orange, with a dotted line underneath the text.


To view changes, simply click “Show Changes”.

Edit History in Activated Checklists

Similar to the procedures, first click on the "Edit History" icon on the righthand side and then click on "Show Changes" to see changes to your checklist.

This will display changes to step numbers with the new step numbers in green text and highlighted, while the old step numbers are displayed in red text with a strike-through and highlighting. The same also applies to changes made to step titles.

Formatting changes in the instruction panel are indicated in orange for you to click on the step and review.

New Steps are also new step numbers in green and deleted steps in red.


Changes Not Displayed in Edit History

While Edit History visualizes changes from all edits saved for existing standalone policies and procedures in your Way We Do account, this function does not come into effect for existing Activated Checklists until further edits are made.

You will still be able to view each version; however, the “show changes” button is disabled for previous edits. This is only applicable for new edits and revisions made to your activated checklists moving forward.

Some formatting changes are not displayed in the new Edit History feature. These include:

  • heading <H> size changes, for example, from <H1> to <H2>, or <H1> to normal text

  • indenting and alignment of text (right, center, left, full)

  • inserting tables (except where the text has been added, changed or deleted upon insertion)

  • inserting or changing links or file attachments on existing text (except where the text has been added, changed, or deleted upon insertion or modification).

Additionally, any criteria (roles, tasks, schedules, acceptance, labels, revision dates, and restriction) that are changed in the right-hand buttons of the procedure are not visually shown in Edit History.

Criteria changes have been seen as separate from the procedure content and are therefore not tracked at this point in time.

Keep in mind, that roles added or removed from individual steps of an Activated Checklist are tracked and visually displayed within Edit History revisions.

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