Issue tracks and revisions

Set up issue tracks like Permit and Construction, record each dated issue, and mark which sheets went out at which revision.

An issue track is one stream of issues with its own revision marks. Permit might count 0, 1, 2 while Construction counts A, B, C. A sheet can be on several tracks.

An issue is one dated release on a track, like "Permit submission". A sheet's revision is its mark in an issue it went out in.

Open the track settings #

Click Tracks & issues… in the register toolbar. The Issue tracks panel lists each track with its issues. Click Done to close it.

Add a track #

In Issue tracks, click + Track.
Type a name, like Bid.
Pick how it counts revisions:
- 0, 1, 2…
- A, B, C… (after Z comes AA)
- Custom…: your own marks
Click Add.

The track gets its own color, its own filter chip in the register toolbar, and its own checkbox column in the register.

Use your own revision marks #

Pick Custom… for the track, then type your marks in order, like P1, P2, C1, C2. Past the end of the list, the next mark is the last one with a counter: C2+1, C2+2.

Changing a track's marks doesn't rewrite revisions already recorded.

Add an issue #

In Issue tracks, find the track and click + Issue.
Type its name, like "Permit submission".
Set its date.

Issues keep the order you add them in. Each issue gets its own revision column in the register, headed with the track, the issue name and its date. The number next to an issue in the panel counts the sheets marked in it.

Put a sheet on a track #

Tick the sheet's box in the track's column. A new sheet joins the tracks of its series' last sheet, without any revisions.

Unticking a sheet that already has revisions on that track asks first, because those revisions go too.

Mark a sheet in an issue #

In the issue's column, click + on the sheet's row. The sheet gets its next revision:

On its first issue on the track, the track's first mark (0, A, or your first custom mark).
After that, the mark after its latest one in the track's earlier issues.

Hover + to see the mark it will use. Marking a sheet also puts it on that issue's track.

Change or clear a revision #

Click the mark in the issue's column and type a new one. To take the sheet out of that issue, clear the mark.

Remove an issue or a track #

An issue: click × next to it in Issue tracks. If sheets are marked in it, you confirm first. Their revisions in that issue go too.
A track: click remove next to its name and confirm. Its issues, and every sheet's revisions in them, go with it.

Where revisions show #

The register's issue columns.
The diagram: each sheet lists its tracks with its current revision, the mark in the latest issue it's in. See The diagram.
The issue sheet PDF and the CSV and Excel exports. See Export.