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When to track changes and when to use form versioning
Keeping track of changes made to a form can be important—especially if your organization follows specific policies or procedures. Having multiple versions of a form can also help you stay organized when creating new variations, rather than simply duplicating an existing one.
In the Form Settings window, you’ll see two options for tracking changes:
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Track Form Changes
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Use Form Versions
You can turn on one or both options for a form, but it’s important to understand how they differ. Each serves a unique purpose, so choosing the right one (or both) will help ensure you're tracking updates in a way that fits your needs.
Tracking changes made to a form gives you visibility into what was changed, when, and by whom—helping you stay aligned with your company’s policies and procedures.
For example, imagine you have a Job Safety Analysis form that multiple team members have modified. You can use the Change Log to view detailed information about each update, including the date, the user who made the change, and the type of change.
In some cases, you may need to update a form while still keeping the original version available for your technicians to use. For instance, you might need to temporarily add confined space procedures to the Job Safety Analysis form for upcoming quarterly factory inspections. Once those inspections are complete, the additional procedures can be removed.
Instead of editing the published form directly, you can create a new version. This allows you to add the necessary updates while keeping the current form active for your technicians. Versioning helps you stay organized, making it easier to manage form changes over time without interrupting ongoing work.
