Report - Track Changes

Track changes is a tool to give and receive feedback on Reports. 

For Students

1. Start Report, fill it out & submit to your supervisor as normal
2. Do not click the “Track Changes” button when filling out the Report for the first time
3. When the Report is submitted back to you as a bold todo item, click “Edit” to open
4. Click the “Track Changes” button at the top of the Report - if you do not click this button, you will not be able to see any of the comments & changes your supervisor made
5. Review the ledger on the left-hand side to see all your supervisor’s comments
6. Click “More” to open each comment
7. Click the blue “Show” button
   1. The area of the Report that the comment addresses will become highlighted
   2. Click “Accept” to receive the change & reflect it on the final Report
   3. Click “Reject” to disregard the change & not reflect it on the final Report
   4. Click “Undo” to cancel your “Accept” or “Reject” action
8. Click the blue “Show Highlight” button
   1. The area of the Report that the comment addresses will become highlighted
   2. There are no “Accept” or “Reject” buttons for these comments because your supervisor did not type directly in the Report but instead gave a general suggestion about that specific area of the Report
   3. Address the comment and click “Completed by Student”
9. If there is no “Show” or “Show Highlight” button for a comment, then it is addressing the Report as a whole and is not tied to a specific area
   1. Simply address the comment and click “Completed by Student”
10. If you have a question about a specific comment, click “Reply” to respond to your supervisor

For Supervisors

• Students will start, fill it out & submit Reports to you as normal
• When you receive the Report as a bold todo item, click “Edit” to open
• Click the “Track Changes” button at the top of the Report to turn on Track Changes
• A ledger will appear on the left-hand side with a running list of all the comments  
• There are three actions you can take when Track Changes is turned on:

1. Edit directly in the Report
   1. Type or delete
   2. A comment will automatically be created in the ledger showing the change you made
   3. The text you typed & your comment in the ledger will appear in a specific color - the first user to make edits is assigned Green, the second is Blue, and the third is Red
   4. When typing directly in the Report, only write text you’d like to see reflected in the final Report
   5. To strike out words, hit the backspace button on your keyboard
2. Make a comment tied to a specific area of the Report
   1. Highlight the text you’d like to address in a comment
   2. Right click to open a menu
   3. Click “Comment”
   4. A comment will automatically be created in the ledger with a pre-filled title of the words you highlighted
   5. Type your comment
   6. This comment will not be reflected directly in the Report, but it is meant to give directions to the student about a specific area of the Report
3. Make a comment about the Report as a whole
   1. ​Click “Add Comment” at the top of the ledger
   2. Give your comment a title
   3. Type your comment
   4. This is not tied to a specific area of the Report but is meant to be more general

Important things to note​

• Comments are colorful until they've been accepted, rejected, or (if they are right-click comments) marked completed by student or supervisor. Once the comment has been addressed, it becomes gray. 
• Students should NOT turn track changes on when they first create their Report. They will turn it on when the Report has been submitted back to them from their supervisor.
• When the “Track Changes” button is dark blue, Track Changes is turned on and when the button is light blue, Track Changes is turned off.
• Any changes you make in the Report when Track Changes is turned off will be regular edits that do not create automatic comments in the ledger.
• In general, always turn Track Changes on whenever a Report is submitted to you.
• The comments are listed in the ledger mirror the Report (i.e. changes made to the top of the Report appear as comments at the top of the ledger).
• Submit the Report back-and-forth between supervisor and student until it is ready to sign like normal.
• If a comment is tied to text in the Report that has been deleted, accept or delete the comment.
• For the PDF Report to be accurate, all comments must be Accepted or Rejected.

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