Revisions, Edits and Version control

Our powerful version control features!

Version control and amendment history:

TIP: Use the "Show Filters" function at the top of the SMS section page to temporarily sort the items by date reviewed, or date edited, and to see the oldest or newest items in each section:

SMS sections that have version history (click to show)
  • Risk assessments

  • Contacts

  • Policies

  • Safe work procedures

  • Emergency procedures

  • Management Statements

  • Start-up and Shut-down checklist items

  • Induction and Safety briefing items

  • Maintenance checklist items.


SMS Reviews:


Marking a content item as reviewed:

To mark an item as reviewed:

  1. From an SMS section, select View or Edit on the individual item you'd like to review

  2. If in Edit mode, make any changes required. For both View and Edi modes, scroll to the bottom and select "Mark as reviewed"

  3. (Note: in edit mode, if no changes are made you can't save an item as being reviewed. Go back and select VIEW to mark an item as reviewed without making edits)

  4. A window appears where you can add notes and confirm "Mark as reviewed"

  5. The review summary will now appear in the content item under Recent Reviews.

  6. If edits where made the previous version is also saved under Last Edited.


View and re-instate previous versions:

  1. From an SMS section, select EDIT on the individual item with the history you'd like to view.

  2. Scroll to the bottom of the window and select the version you'd like to view. This will populate the edit window with content from that version, but will NOT automatically save it as the current version YET.

  3. Check and make sure it's correct, then hit SAVE to make it the current version.

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