Report Track Changes

Scroll down to watch a second video about Track Changes Steps & Permissions.

Track Changes Buttons

"Track Changes" toggle

• "On" - text typed in the Report is "tracked." Tracked text is highlighted in green, blue, or red. Green is assigned to the first user to make tracked changes, blue is assigned to the next user, and red is assigned to the third user. This text does not appear on the final PDF Report until "Resolved." 
• "Off" - text typed in the Report is not "tracked." Text is black and does not need to be Resolved in order for it to appear on the final PDF Report

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​"Resolve All Changes"

• All green/blue/red tracked text typed by ALL users turns black and will now appear on the final PDF Report 

"Resolve Changes by (user’s initials)"

• All green/blue/red tracked text typed by that specific user turns black and will now appear on the final PDF Report

​Highlight text, right-click cursor, select "Comment"

• Comment appears in the ledger on the left-hand side
• These comments are tied to the specific text that was highlighted 
• When click "Show Highlight" the text that was highlighted is called out so that the user knows exactly which part in the Report the comment is referring to

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"Add Comment"

• Comment appears in the ledger on the left-hand side
• These comments are not tied to any specific part of the Report and are meant to be more general

*These comments are helpful for notifying the student that the Report is ready to sign. 

“Show Preview”

• Shows what the PDF would look like IF all changes are Resolved

*This is helpful to see what the Report will look like when all changes are Resolved and it is complete

“Show Report” 

• Click “Show History/Comments” at the top of the Report
• Click the “History” tab
• “Show Report” button for each time the Report was submitted by any user
• Shows what the Report looked at the time it was submitted

*This is helpful to see previous versions of the Report to see how it has changed over time​

Track changes actions

Make edits directly in the Report:

• Click "Track Changes" toggle button to turn it ON
• Type directly in the report 
• Changes will appear highlighted in green/blue/red until "Resolved"
• To resolve changes, click either "Resolve All Changes" or "Resolve Changes By    "
• Text will turn black and appear on the final PDF Report

​*Typing directly in the Report is recommended for making edits that should appear on the final PDF Report. 
*We do not recommend typing suggestions to the student in the body of the Report. 

Give student suggestions for edits they need to make:

• Highlight whole word or phrase
• Right-click cursor
• Select "Comment" 
• Type suggestion
• Student can click "Show Highlight" to see the section of the Report this is referring to

*Right-click comments can be made with Track Changes turned ON or OFF
*Right-click comments are recommended for suggesting edits that you’d like students to make. 
*Right-click comments are recommended if you want to ensure students see each and every comment

Turning Track Changes OFF 

• Track Changes can be turned OFF once all changes have been Resolved 
• After either "Resolve All Changes" OR "Resolve Changes by   " for every user is clicked, the "Track Changes" button will become clickable and can be turned off 
• Once off, typed text will be black and and does not need to be Resolved in order for it to appear on the final PDF Report

*Turning Track Changes off might be helpful if the supervisor would like to make a small edit that they don’t want to be a “tracked” change​

Track changes Permissions

All student & supervisors automatically have access to all "Resolve" buttons. They can resolve their own changes as well as any other user's changes on that Report.
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If you do not wish for your students to be able to resolve any changes, please remove the "Resolve Track Changes" permission from their account in the Admin Panel.

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