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Procedure Management

A procedure management system with the facility for peer and compliance review providing a non-editable audit trail. Based on SharePoint, publish procedures all the way from draft, to peer review, then compliance review (if required).

Key Benefits

Upload any doc typt - word/excel/visio/pdf docs

Advanced Search functionality to find relevant procedures for example all procedures related to Tax File Numbers

Audit trail allows for identifying single points of failure and amending processes to avoid problems in the future.

Ability to respond easily to internal or external changes and modify the system to suit.

User friendly system built on SharePoint

1

Create a draft procedure

2

Launch the Procedure Wizard

Doc-Library(1)
3

Initiate a Peer Review of the Procedure

4

Peer Reviewer takes on or delegates the task

Requested-Peer-Review(4-1)
  • Either perform the review or delegate it to other team member.
  • Review the procedure and either pass or reject it with comments. 
5

The Procedure Wizard is now updated

Peer-Review-5-2
6

Initiate a Compliance Review

  • Specify reviewer type (Team/Individual) before submitting compliance view.
  • Specify compliance review due date. 
  • You can skip compliance review, if skip compliance review is not required and publish the procedure.  
  • After submitting for compliance review, the procedure owner can also revoke the compliance review (in case they need to suddenly update the procedure).  
compliance review
7

Compliance Reviews the Procedure

Requested-Compliance-Review(7-1)
  • Accept Compliance review  
  • Either perform the review or delegate it to other team member.  
  • Review the procedure and either pass or reject the procedure with comments 
8

Updated Procedure Wizard after Compliance Review

Review(8-2)
9

Search for Procedures

  • Leverages SharePoint 2013 Enterprise Search 
  • Find all procedures containing certain text 
  • Find all procedures tagged with a term 
  • Preview documents by hovering over the result 
  • Refine by Modified Date, Author, Result Type and your customised refiners 
search

Overview - The Executive Dashboard

Dashboard(overview)

1800 022 990

305/59 Great Buckingham st, Redfern NSW 2016