Policy reviews, through to sign-off.
Keep policy reviews on the calendar and route the current revision to the responsible director for sign-off. Retain the review decision alongside the policy record.
A clear path through the work.
How Policy Reviews & Sign-Off connects the task, the people and the record.
Assign the next review
Keep the current policy revision, its owner and its next review date together. Use the calendar to see which reviews are approaching.
Review the current revision
Record proposed changes and the review outcome against the policy being considered. Give the director the document and context needed for a decision.
Record director sign-off
Keep the sign-off decision with the reviewed revision. Set the next review date and retain earlier decisions as part of the policy history.
Workflow illustration for Policy Reviews & Sign-Off. No customer records are shown.
The details that keep work moving.
A central record of policies and their current revisions
Review dates and named policy owners
Calendar visibility for upcoming reviews
Director sign-off linked to the reviewed document
Review comments and a history of policy decisions
Questions about Policy Reviews & Sign-Off.
Clear answers to help you choose the right setup for your team.
Can upcoming policy reviews be seen on a calendar?
Yes. Review dates and named owners give the team a calendar view of the policies that need attention.
What is director sign-off linked to?
Sign-off is kept with the policy revision that was reviewed, alongside the decision and review history.
Does changing a policy remove its previous review record?
The workflow keeps revision and decision history so the team can understand which version was reviewed and what followed.
Keep the next workflow connected.
Connect your
compliance workflows.
Bring the people, the paperwork and the site record together in one toolbox.