Tracking Changes

This forum is for all Flare issues not related to any of the other categories.

Tracking Changes

Postby kgmarie on Wed Jan 11, 2017 5:52 am

Hey all,

I'm trying to brainstorm of a way easily to track changes for reviewers. Here's our current process:

Topic is written in Flare > Topic is output to Word for business analyst review (BAs do not have Flare) > BAs add comments using Word and return document to writer > Writer applies edits in Flare and outputs new/updated Word version and sends to BA to verify/add more edits

A BA was asking if there would be a way to track changes so that he could see where the edit was applied/what was changed. The issue is that we don't actually make the changes in Word. I was toying around with ideas like divs or highlighting, but I'm trying to avoid manual adding/removal of change markers.

Any ideas? What works best for you all?

Thanks!
kgmarie
Propeller Head
 
Posts: 15
Joined: Thu Sep 15, 2016 9:32 am

Re: Tracking Changes

Postby Nita Beck on Wed Jan 11, 2017 6:00 am

Recent versions of Flare (can't recall when this change came in, maybe Flare 12?) allow one to preserve tracked changed in Flare in Word and PDF output.

So, first thing is to turn on Flare's Tracked Changes feature, covered here: http://webhelp.madcapsoftware.com/flare2016r2/Content/Reviews_and_Contributions/Track_Changes/Enabling_Track_Changes.htm. Then, as you edit topics, you'll see insertions and deletions, very similar to Word's Tracked Changes.

Then, enable "Preserve Tracked Changes" in your Word or PDF target, covered here:
http://webhelp.madcapsoftware.com/flare2016r2/Content/Reviews_and_Contributions/Track_Changes/Preserving_Tracked_Changes.htm

I hope this is enough to get you going.
Nita
Image
Content Strategist / Information Architect / Flare Consultant: http://beck-communications.com
Manager, Rochester Flare User Group: http://www.facebook.com/RochesterFlareUserGroup
Nita Beck
Senior Propellus Maximus
 
Posts: 2917
Joined: Thu Feb 02, 2006 9:57 am
Location: Pittsford, NY

Re: Tracking Changes

Postby kgmarie on Wed Jan 11, 2017 1:55 pm

Thanks, Nita! Somehow I had never realized that was a feature. I guess because I'd never needed it before. Thanks.
kgmarie
Propeller Head
 
Posts: 15
Joined: Thu Sep 15, 2016 9:32 am

Re: Tracking Changes

Postby Nita Beck on Wed Jan 11, 2017 2:02 pm

kgmarie wrote:Somehow I had never realized that was a feature. I guess because I'd never needed it before.

It's relatively new, as of (I think) Flare 12, which was released in March 2016.
Nita
Image
Content Strategist / Information Architect / Flare Consultant: http://beck-communications.com
Manager, Rochester Flare User Group: http://www.facebook.com/RochesterFlareUserGroup
Nita Beck
Senior Propellus Maximus
 
Posts: 2917
Joined: Thu Feb 02, 2006 9:57 am
Location: Pittsford, NY

Re: Tracking Changes

Postby dle on Wed Jan 03, 2018 7:28 am

On another note, do you know how/when tracked changes become "normal"? Such that an old tracked change is not repeated in the output for the next major revision?
dle
Jr. Propeller Head
 
Posts: 5
Joined: Tue Jul 12, 2016 3:46 pm

Re: Tracking Changes

Postby Dave Lee on Wed Jan 03, 2018 7:45 am

dle wrote:On another note, do you know how/when tracked changes become "normal"? Such that an old tracked change is not repeated in the output for the next major revision?


It's marked as a change until you accept the change.

See the help: http://help.madcapsoftware.com/flare201 ... hanges.htm
Dave Lee
Master Propellus Maximus
 
Posts: 5153
Joined: Mon Mar 05, 2007 8:33 am
Location: UK


Return to Flare's General Discussion

Who is online

Users browsing this forum: No registered users and 4 guests