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standard operating procedure for document version control - Accord

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ACCORD/ECTU<br />

SOP Number: ACCORD/ECTU/SOP39/1.0<br />

NHS Lothian R&D and Version: 1.0<br />

The University of Edinburgh Effective Date: 01/10/2008<br />

If one is not keeping an editable <strong>version</strong>, a PDF (Portable Document Format)<br />

copy of the <strong>document</strong> can be created. Depending to which computer system<br />

one is linked, the creation of these files will involve different methods.<br />

Conferring with one’s local IT Administrator is suggested if creation of this<br />

type of file is required.<br />

4.5 Document Tracking<br />

5.5.1 For regulatory requirements, it is necessary to keep track of <strong>document</strong><br />

changes to show when and which changes were made. This can be done by<br />

a <strong>version</strong> <strong>control</strong>/history table or a saved ‘track changes’ file.<br />

4.5.2 The table should be updated each time a change is made to the<br />

<strong>document</strong>, with the answers to the following questions:<br />

• What is the new <strong>version</strong> number?<br />

• What was the change?<br />

• Who made the change?<br />

• When was the change made?<br />

4.5.3 The table can either be included at the start of the <strong>document</strong>, e.g. in<br />

SOPs, or it can be created as a separate <strong>document</strong> and filed in the same<br />

folder as the <strong>document</strong> concerned.<br />

4.5.4 A ‘track changes’ file can be created <strong>for</strong> every new <strong>version</strong> by using the<br />

‘Track Changes’ option found on the Microsoft ‘Tools’ menu bar. This shows<br />

all changes that have been made to the previous <strong>version</strong>. This <strong>document</strong><br />

should be saved and filed in the same folder as the <strong>document</strong> concerned.<br />

4.5.5 Remember to remove track change in<strong>for</strong>mation from the final <strong>version</strong> of<br />

the <strong>document</strong>.<br />

5. ATTACHMENTS<br />

N/A.<br />

6. RELEVANT DOCUMENTS<br />

N/A.<br />

7. DEFINITIONS<br />

N/A.<br />

8. REFERENCES<br />

Controlled Document – Do Not Copy<br />

Page 4 of 5

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