Tip of the Week – Use QPack Change Management Tools To Review Your Documents

Firstly, for those of you who are asking why QPack is important, I would like to draw reference to  our daily use of Office tools.

When we use Office tools such as Word to be specific, we often  involve others in reviewing and proofreading  documents. Comments, suggestions and corrections made by others are done using  track changes. Practically speaking, without track changes, we would end up with a document that contains many changes, which would be hard to keep on top off..

The question is, how do we use this working habit in QPack, since QPack is not an Office tool? How are we able to write documents in QPack?  There are paragraphs and requirements all over it.

Three features that together are useful to review changes in documents after being reviewed and proofread are.

  • Create Tag
  • History Log
  • Share Item

Before I begin, there is one operation I would like  to describe in QPack that makes all this happen. It is related to how QPack traces changes in child items of a DOC word item. The idea is that behind the fact of every change that we make to the child item of a Word DOC, it is  logged in the history of the DOC work item. Why? Because the regulation requires  the creation of a change log history in our document and we do it today building manual table of change log history. So this capability is automatically built into QPack, allowing a change log history, which can not be pooled automatically from the system.

So if you wish to start a review process on a DOC word item, you firstly need to create TAG. What is  TAG, and how do I activate it?

TAG is a term which derives from the world of source control, and means the same as preserving points of changes in the source control. The same principle follows in QPack. A TAG will make a DEEP copy of word items, enabling all the word items meta data, such as Attachment, Discussion, History etc. to be copied internally.

How to Activate the TAG option?

To active the TAG option on your account in QPack, permission must be granted, and that permission is granted by the QPack Admin.

How To Create A TAG?

To create a TAG you will need to select the DOC item you would like  to have reviewed, then right click on that DOC item in order to Create Tag. The creation of a Tag will prompt you to name the Tag. The system shall select a default name for you, however you may name the file TAG with your own name. For example Tag_First_Review_Before_CDR this tag name will be on the DOC item, and all its child items if  you look at the history. Now the system “colored” all the items with the same Tag and that Tag can be retrieved back at any time.

How Do I perform changes on reviewed document?

Now that the document have been tagged you may use the Share feature to share the DOC item with colleges, for review. The share will send an email notification, along with a link to your document for users to view and review the document. Any change made to the document by the review group will be logged both  on the history of the item being changed, as well on the history of the Parent DOC item.

How Do I Review Changes Since the Last Tag point?

Now about the history tab of the DOC item. You will find that all the changes made by all the reviewers in the document content (child Items) were logged in the history of the DOC item, and those changes that involved altering descriptions in specific portions, were flagged by the system with DIFF button to allow you to see the changes in particular in diff mode.