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Word Q & A: Is the change tracking off?

This is a true story:

I'm riding my bike home from work. It's a pretty long ride—almost 18 miles. I'm about a third of the way into it, past the first big intersection and pedaling along the shoulder up a slight grade when my cell phone rings. It's my husband.

"How do I turn those change marks off?"

Traffic is whizzing by, so I pull over to where I'm a little safer and get off my bike.

This is a common customer question. In Office, we've answered it many times—and we now know that it's still confusing for people.

I told him how to find the commands so that he can turn the tracked changes off. (If you're using Word 2007, click the Review tab, and then click Track Changes.)

"They're still there."

Cars were speeding by.

"Yep." Then I explained how clicking Track Changes means that no new changes will be marked in the document—but any changes he had already made would keep their revision marks. To get rid of all the revision marks in the document, he needed to accept them or reject them.  (In Word 2007, those commands are also on the Review tab.)

Next, I told him about how he could click Accept All if he was sure he liked his document the way it was.

"Thanks!" He went back to work, and I got back on my bike—with some nagging in the back of my mind.

Like I said, it's a common customer question: "How do you turn track changes off?" And more times than not, people really want to know how to get rid of all the markup in their document. Turn it off, make it stop, and make it go away.

People also want to know how to prevent the changes that seem to have disappeared from reappearing (like some evil magic) when they open the document again. They especially want to prevent this is if someone else—perhaps a potential employer—is opening the document.

The answer is the same: You have to accept or reject all the changes. You can review them one at a time. Or you can use the Accept All or Reject All commands. Or, in Word 2007, you can use Document Inspector to remove all kinds of information—revision marks included.

We've talked about this in the following ways:

·         Show or hide comments or tracked changes

·         Turn on or off change tracking

·         Get rid of tracked changes, once and for all

·         Demo: Use tracked changes and comments in your Word 2007 documents

·         Demo: Remove tracked changes from Word 2007 documents

·         Inspect documents for hidden data and personal information

My question for you: What do you think is the best way to explain tracked changes and how to get rid of them when you're ready to move on?

We want to hear from you.

-Joannie Stangeland

Published Friday, June 06, 2008 3:49 PM by wrdblog

Comments

# Basketball Chat » Blog Archive » Word Q & A: Is the change tracking off?

# re: Word Q & A: Is the change tracking off?

turn it off and let people who know what they're doing and want them turn it on.

Friday, June 06, 2008 10:29 PM by gary keramidas

# re: Word Q & A: Is the change tracking off?

1. Show up some dialog explaining what tracked changes are and how to get rid off them whenever an user opens or saves a document with tracking changes turned on.

2. Make GOOD translations for this dialog into every language - especially make sure the people going to translate have themselves an understanding of tracked changes.

3. When the user for the first time actually got rid off the changes, optionally don't show the warning dialog anymore. But until that don't even give them the option to get rid off the dialog (only give this option to administrators via GPO)

Saturday, June 07, 2008 6:21 AM by StefanWord2K

# re: Word Q & A: Is the change tracking off?

My suggestion is very similar to StefanWord2K's: when you open a document where change tracking is on, default to the Review tab and display a Screentip that describes  your options so you can take the appropriate action.

I don't think any action is needed when you save, because at that stage if you used tracking you already know how it works  ;-)

Saturday, June 07, 2008 7:02 AM by Licia

# re: Word Q & A: Is the change tracking off?

Thanks for your ideas. I really like the idea of a dialog box when the user saves (or maybe when the user closes the document, so that it doesn't pop up on every save). The dialog box when a user opens the document is a good idea if the document is still in review stages--but if that user has sent the document (common scenario: resume sent with a job application), that dialog box isn't going to help them look any better.

--Joannie

Saturday, June 07, 2008 2:02 PM by Joannie

# re: Word Q & A: Is the change tracking off?

The functionality is fine.  But the user interface is confusing - especially telling when changes are being tracked, and when they are not.  My suggestions:

1. Revamp UI to better shown toggle between on and off for tracking changes.

2. Add one step ability to turn off tracking, and remove all changes (which is the scenario you were describing)

Monday, June 09, 2008 9:08 AM by pward@testsys.com

# re: Word Q & A: Is the change tracking off?

Why not include a visual reminder of the document status vis-a-vis track changes in the status bar: say a box in orange would appear when change tracking is on, and when there are tracked changes, it could turn bright red?

At present, users can right-click the status bar to enable the former such indicator (whether track changes is on), but, unfortunately, only extremely inquisitive or experienced users will likely do this. Furthermore, the status bar as it is gives no information whether a document contains, e.g., tracked (and possibly concealed) changes.

Monday, June 09, 2008 10:19 AM by Francis

# re: Word Q & A: Is the change tracking off?

Again, thanks for your ideas.

Document Inspector provides one-step change acceptance, but I don't think it turns change tracking off. And maybe there needs to be a more visible connection between the two. Hmmm...

In previous versions, we did have the visual reminder in the status bar, and you could toggle tracked changes on and off by clicking it. But people still had the problem of sending documents with tracked changes out the door.

Also, regarding warning people that their document contains markup, a sharp colleague pointed out that we do have functionality for reminding people that there are tracked changes when they save, print, or send a document.

It used to be in the Options dialog box. Actually, it's still in the Options dialog box, but you have to click Trust Center, Trust Center Settings, and Privacy Options. There it is: a check box that's labeled Warn before printing, saving or sending a file that contains tracked changes or comments. However, the check box is cleared by default--and I think that's because few people want to be warned every time they save a document. We're taught to save often, right?

(Thank you, sharp colleague!)

Joannie

Monday, June 09, 2008 4:31 PM by Joannie

# re: Word Q & A: Is the change tracking off?

Right, no one wants to be warned every time they save. I turned it off for that very reason. So why not set it to warn on close, print, and send, and turn it on by default?  (Maybe on Save As, or the first save each session)

And add a link to some Help topic Remove All Tracked Changes and Comments in the warning dialog, so that people know what to do.

I've not studied Word 2007, so maybe this exists already, but combining Accept All Changes and Delete All Comments into a single (optional) step might also be a good idea. I've seen confusion over "Accept All" not being the final step.

Monday, June 09, 2008 5:23 PM by Daiya

# re: Word Q & A: Is the change tracking off?

It seems to me that the fundamental conceptual problem is that people find it hard to distinguish between the state in which we're currently tracking changes and the existence of tracked changes.

But the main *practical* problem people have is that they have these "things" in their document and they just want to get rid of them. I think the UI in 2007 fails these people. If the user were to learn that these "things" are tracked changes, then the user might find the Review Tab and might find the "Tracking" group.

But there are, I think, several problems with the Tracking group.

(a) In the Tracking group, the user sees options related to markup, but it's not clear what markup has to do with Tracking.

(b) If the user does venture to explore the markup options, the user finds easy ways to hide the tracked changes which turns out (eventually) to be exactly what the user didn't want.

(c) There's a button labelled "Balloons", but it's not clear what Balloons have to do with Tracking. And the menu items on the Balloons  button mention Revisions, Comments and  Formatting. Are they related to Tracking?

(d) There's an button labelled "Reviewing Pane", but it's not clear what Reviewing has to do with Tracking, except that all this is on the Review tab, which appears to put it at the wrong conceptual level.

(e) The Track Changes button has a menu with an item "Track Changes". The tooltip on the Track Changes button doesn't really describe what "Track changes" does. And there is no indication anywhere that clicking the Track Changes menu item turns tracking off.

(f) The only way the user can accept or reject the tracked changes is to go off next door to another group, but there is no mention in the Changes group of Track or Tracking or Markup.

(g) The UI still has the inconsistency in terminology about "Reviewers" and "Authors" that was introduced in Word 2002 (I can show the changes made by several Reviewers, and do so by setting the colour "By Author").

(h) The UI offers no help with the conceptual issue of distinguishing between tracking and tracked.

So in just two groups on the Review tab we have Tracking, Track Changes, Tracking Options, Markup, Changes, Revisions, Reviewing, Reviewers, Authors, Balloons, Comments and Formatting.

Are we surprised that users are confused?

Shauna Kelly

Thursday, June 12, 2008 4:53 AM by Shauna Kelly

# re: Word Q & A: Is the change tracking off?

My concern is that a lot of users don't understand the concept of track changes.  There are a lot of settings which effect the individual's view of the changes in the document, but do not follow the document itself.  They might assume if they change the tracking option to Final, uncheck the comments option from show markup and save the document they can then forward this document to another user.  What they fail to realize is that this other user are going to see all those comments & changes that they have restricted from their view.  That is a common misconception I run across all the time at our organization.

Thursday, June 12, 2008 12:17 PM by Nat

# re: Word Q & A: Is the change tracking off?

I agree entirely with my colleague Shauna. I do want to add one more source of confusion into the mix.

In the newsgroups we see a constant stream of users who don't understand why they see red strikethrough text in their documents that they can't delete. They don't know that it's the result of Track Changes; they don't know that there is such a thing as Track Changes. They didn't deliberately turn it on, so they're completely at a loss to find out how to turn it off.

It was probably turned on when they accidentally pressed Ctrl+Shift+E. As far as they know, it's just Word doing something else weird and unwanted.

Put yourself in their place: If all of a sudden your document started sprouting those red strikethrough things and you didn't know why, or what they were called, how could you find out?

Thursday, June 12, 2008 9:56 PM by Jay Freedman, Word MVP

# re: Word Q & A: Is the change tracking off?

I know it annoys me greatly to see the markups present immediately when I open a document.  Is there a way to make Word remember the fact that the first thing I do whenever I open a track changes file is switch the setting back to "Final"?  And make it stay there?

Personally, I find that would make more sense as the default, rather than "Final with Markup".  If you actually care about the revisions, then you would know enough about track changes to turn them on.  Otherwise, chances are all you really wanted to see was the final result.

Also, perhaps you could save an option in the file to remember that the user wanted the track changes to be hidden, this way they can still remain in the file, but not appear for everyone immediately, regardless if they have track changes on by default.  Kind of like the default gridline option in Excel.

And if you really wanted to hide those changes so the receiving user never sees them? You could protect the document such that the markups cannot be made visible without a password.

And I have to agree with Jay, if you don't know what they are, you can't get rid of them.  Again, I suggest that you make it actually *harder* to turn it on, rather than the other way around.  Or perhaps have some indication in the status bar that you're in "track changes mode".

Though it is an incredibly useful feature in corporate settings where multiple people need to revise a document, most home users writing up a letter to their friend really don't care for it.

Friday, June 13, 2008 9:22 AM by A

# re: Word Q & A: Is the change tracking off?

Maybe add a feature: if people select strikethrough (deleted) text and try to delete it again, come up with a dialog box something like

----------------------

You have tried to delete text that has already been deleted.

If strikethrough text appears, you have enabled _tracked changes_ (link to help).

Do you want to: (radiobuttons)

+ continue tracking changes and see them on the screen (view: final + markup)

+ continue tracking changes but not see them in your document (view: final)

+ just get rid of the stupid red text already! (accept all changes, turn tracking off and switch to final view)

[] Never show this again (default unchecked)

----------------------

The last option might need to be reworded :-) but will prove to be the most used option! (if people try to delete deleted text, anyway)

Wednesday, July 09, 2008 10:06 PM by Erwin Timmerman

# re: Word Q & A: Is the change tracking off?

There are other problems with change tracking that aren't mentioned here.

When our organization gets new PCs, they are set up with a common disk image for every one.  They don't know who each individual PC is going to, so they set up the Office User Name on each one as 'Administrator'.

The problem comes in when the PCs are distributed.  People don't remember to (or they just don't) change the user to their own names.  As a result, we have a bunch of documents with tracked changes made by 'Administrator' for several weeks after new PC rollout.

Word has no way to update the author of a change that has been tracked as 'Administrator' to the correct name.

The other issue is that when you choose to color By Author, the colors seem to be chosen at random - there is no way to modify what colors are used.  And some of them are hard to see against a white background.  Also, they appear different when the same document is opened by a different person.  (I've seen documents with comments that reference 'the red text above', and there's no red text because Word has chosen to display the tracked change in a different color.)

Monday, July 21, 2008 6:28 PM by Rob
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