Build your SOP review and acknowledgement tracker.

How to build your sop review and acknowledgement tracker

1. 1

   Describe the job

   Keep procedure revisions and staff acknowledgements matched to the same version.

2. 2

   Review the first version

   Choose how the procedure author records the procedure version and how the process reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your sop review and acknowledgement tracker

• Keep the procedure version in context

  Keep procedure version, review owner, effective date, affected role, acknowledgement and exception together so the next person can understand the request or record.

• When the next step needs a decision

  A packing procedure moves from version 3 to 4. An acknowledgement of version 3 stays historical; ask affected staff to review version 4 without silently carrying the old acknowledgement forward.

• Keep exception visible

  Request acknowledgement of version four without changing the earlier version-three response.

• Choose what each person needs

  Give the procedure author a working view and the process reviewer a review view. Keep procedure version and review owner attached to the decision as the work moves between them.