Work
Documents & procedures
Which revision is live, and the blank structure to write the next one
- Document control registerWhich controlled document is at which revision, who owns it, and what changed.
- Policy registerThe policies you have, who owns each, and when you said you would review it.
- SOP builderPurpose, scope, numbered steps, who does each, and a revision history.
What documents & procedures covers in Work
Which revision is live, and the blank structure to write the next one. That is the job Documents & procedures does inside CompliMaint Work & Projects, and it holds 3 tools for it — registers to keep and documents to produce. Each opens at its own address, free, with no account and nothing to install. The app around them is for today, tasks, projects and a portfolio — with the meetings, decisions and records behind them.
The questions this section answers
- Know which revision is live — Document Control Register
- See what needs reviewing — Policy Register & Review Schedule
- Write a procedure down — Standard Operating Procedure Builder
2 registers to keep: held now so the question can be answered later. 1 document to produce: something to send, sign or file.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 2 tools in documents & procedures are work Facilities does too, at the same address.
- CompliMaint HR — The operational side of employing people — per person, with an owner and a date. 1 tool in documents & procedures is work HR does too, at the same address.
Where to go next
- Meetings — What will be discussed, and what somebody now has to do — 2 tools
- Decisions — What was decided, by whom, and on what basis — 3 tools
- General records — The running log a site or an office keeps — 2 tools
- The front desk & the cupboard — Who came in, what went out, and what is left on the shelf — 7 tools
- Equipment & subscriptions — What you own, who has it, what renews — and never a credential — 3 tools
- What you hold, and what went wrong — Descriptions of information, and a dated record when something happens to it — 3 tools
- The archive — Which box, where it is, who has it, and what left with the carrier — 3 tools
- Projects — Status, issues, risk and what changed — 6 tools
- Today — What needs you today, across every workspace you are in
- Tasks — Every task in this workspace you can see, with or without a project
- Projects — A bounded outcome with one owner and a finish line
- Portfolio — Every project you can open, across your workspaces, worst first
- All my work — One list of everything assigned to you, wherever it lives
- Inbox — Get it out of your head now; decide where it belongs later
- Documents — Everything you have filed, ready to reopen or print