Intranet Version Control Best Practices
Keeping track of policy and document changes is essential for banks and credit unions. Whether you're facing an audit or helping staff find the most recent version of a procedure, version control ensures your intranet stays reliable, compliant, and up to date.
Why Version Control Matters for Financial Institutions
Regulators like the FDIC, NCUA, and FFIEC expect financial institutions to maintain detailed records of policy updates. Without proper version control, there's risk of outdated guidance being used - or worse, no way to prove when or why changes were made.
Best Practices for Intranet Version Control
- Archive older versions automatically to preserve a full history without cluttering the current view.
- Show last updated dates clearly so staff always know they're referencing the latest version.
- Track editors and timestamps for every change, helping maintain accountability and transparency.
- Provide access to prior versions (based on role) for audit prep, internal review, or rollback if needed.
SimplifyIT's Built-In Version Control
Unlike shared drives or patchwork intranet tools, SimplifyIT includes version control by default - no extra setup or plug-ins. Every policy, form, and SOP is automatically versioned, tracked, and retained. Content managers can instantly view change logs, compare versions, or restore previous content with a click.
That means you'll always know:
- Who made the change
- What was changed
- When it was updated
- Why it matters for compliance