Position Versioning

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Do you need to make changes to next year’s review form content while this year’s is still in use? Position Versioning allows admins to create multiple versions of a review for the same Position (eval template).

To enable this feature, please reach out to support@trakstar.com so they can enable this for you and provide guidance. After the feature is enabled Administrators utilize Position Versioning as follows:


Step 1: Select the Forms tab from the navigation bar, accessing Positions and select the position you wish to create a new version of.


Step 2: To create a new form associated with this position, select Versions and Create New Version.

Please Note: When a new version of a form is created, it will become the Active version. The Active version will be the form associated when the next review is created upon Archiving or cancellation.


Step 3: To change the active version select Versions and use the Active toggle between versions.


Step 4: By selecting Add a Note you can include a label or indicator to more clearly distinguish one version from another, maybe the year the form was for. Make sure to select Save to retain the note.

You can also call us at 1 (877) 489-5651