Creating a Revision History spreadsheet

Creating a Revision History spreadsheet requires you to gather the repositories for both the previous and new versions. The repositories can reside anywhere locally or on network. However for best efficiency, it is recommended to place the repositories in the locations suggested in Suggested File Locations.

  1. On the button bar, click the Revision History button to display the Revision History panel.
  2. Under Required Information: select the Line of Business.
  3. In Revision Level, enter the revision level of the new repository.
  4. Select the month and year from the Release Date drop boxes.
    Note that the filename of the spreadsheet you will create is displayed in the section titled Filename of Excel workbook to be created.
  5. In the Previous Revision History workbook section, enter or browse for the corresponding location.
  6. Click Create.
    Document Tools informs you of the progress as it:
    1. compiles data from both repositories and creates a spreadsheet containing the comparisons
    2. loads the new and previous spreadsheets into memory for comparative analysis
    3. locates any matching items and removes them from the new spreadsheet

    When finished, a completion message is displayed.

Following the creation of the Revision History spreadsheet, it is recommended to perform the following:
  1. Open the output location
  2. Verify the spreadsheet by double-clicking and reviewing the spreadsheet
WKFS