Relius document amendments

[Guest pgau]

What is the correct way to make an amendment to a document using Relius so that there is a record of the previous and current document? Do you know if any of the online classes address this?

Thanks,

Trish

[rcline46]

First, activate the document

Second, copy the document to new doc (it will assign new code, can keep original name) - may want to make sure special language is copied!

Third, activate new doc and select new checklist is necessare (IE go back as if starting fresh and select the copied plan and click on the new checklist if changing it).

Make you changes or whatever. Old doc is still there under old code, and new doc is there under new code.