Use the revision workflow to track changes in the model.
This video demonstrates the following:
Revisions are used to mark and track changes to your sheets after they have been issued. When working with revisions, it is important to understand the main workflow.
When something in your project needs a revision, create an entry in the revision table of the project, and re-issue the sheets. On the View tab, click Revisions. A variety of factors may dictate what constitutes a revision, such as your office standards or the size of the project. A revision could include sweeping changes to multiple sheets of issued documents before the project is bid, or the revision could be a small change issued during the construction process. In this example, the revisions will be smaller changes to the work after documents are issued.
In the revision dialog, each revision is represented by a sequence. Provide revision information as needed. Here, the first revision is a change to the bathroom layout. Other anticipated changes are added as revision sequences.
Next, the changes reflecting the revisions are made.
Once the changes are made, and revision sequences are added to the project, annotate the revised area or sheet with a revision cloud. In this case, the bathroom layout change only affects one view or sheet. The revision will appear in the revision table if the revision cloud is placed in the view, or on the sheet. Add a revision cloud to the sheet. On the Annotate tab, select Revision Cloud and sketch the boundary of the revision cloud. On the Properties Palette, set the sequence of the revision, and click finish.
The revision is added to the revision table on the titleblock. If the titleblock doesn't include a revision table, it can be added by editing the titleblock family. Tag the revision cloud so it can be easily identified and associated with the revision table on the sheet. Select Tag by Category. Then select the revision cloud to place the tag. The revisions listed in the table will be the only revisions on the sheet. For example, on this sheet, only the plan revision is listed. On the elevation sheet where the clouds for the other revisions are placed, the plan revision is not listed, but the other 3 revisions are listed.
When the sheet or document set is re-issued with the revisions, mark the revision issued in the project. On the View tab, click Revisions. In the Revisions dialog, make the required changes and select Issued. Marking a revision sequence as Issued will make all information read-only, and it will make any revision clouds assigned to this sequence non-editable. Depending on your office standards, you may also turn off the visibility of the revision clouds using the Show pulldown.
As a project progresses, use the revision workflow to make changes to the project model. Track these changes with revision clouds and the revision tables on sheets.