What are Revisions?
| Revisions are changes made to items or products once an item has been "locked". |
| The benefit of using revisions is that you can view in the revisions log who made changes and when. Commercial firms can even include these revisions on the specification so clients can see a history of the changes made to this item throughout the specification approval process. |
What Causes an Item to be Locked?
When "Revision Tracking" is turned on in System Preferences, items will be "locked" whenever one of these three conditions happen:
1.The item has been ordered and has an assigned Purchase Order Number
2.The item has been invoiced and has an assigned Invoice Number
3.The item has been "issued" and its Issue Status is set to "Issued" or "Reissued". This is a process normally only used by firms that work in commercial or hospitality projects.
The screen shots below indicate that the item has been locked when a lock icon appears on the Item List View or the Item Detail View.
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Hold your mouse over the lock icon to see which conditions (issue, PO, Invoice) have caused the item to be locked.
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Turning On Revision Tracking
Your System Administrator will need to go to System Preferences to turn on Revision Tracking. Click here for more information.
What Happens with an Item is Locked?
When an item is locked no user (including Admins) can change the following data without "unlocking" the item.
How to Unlock Items
To unlock an item so you can make changes to the locked fields, simply click on the locked icon so it changes to an unlocked icon.
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