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- Checklist & SOP Management
- Who it's for
- Shared service teams
Shared service teams
Keep internal operating procedures and corrective actions together. A returned review goes back to its owner with a reason. Checklist & SOP Management links the controlled definition to its execution, evidence and later decisions. The team can trace a result to the version that was published when the work started. This is useful when the same procedure is repeated at different times or by different people.
How Checklist & SOP Management is set up for you
Instruction change
Keep the controlled step and definition revision together when internal guidance changes.
Separate decision
Let an Independent Reviewer return a revision with a reason before publication.
Service checklist
Record performed steps and their outcomes against the published version.
Action ownership
Assign an unresolved finding to a Follow-up Owner and retain the original outcome.
Keep internal operating procedures and corrective actions together. A returned review goes back to its owner with a reason. Checklist & SOP Management links the controlled definition to its execution, evidence and later decisions. The team can trace a result to the version that was published when the work started. This is useful when the same procedure is repeated at different times or by different people.
Begin with a procedure the team already performs and can explain from start to finish. Choose its controlled step and current revision, then identify the person who prepares it and the separate person who reviews it. Prepare one expected result and one rejected result. The rejected result should lead to a follow-up action with an owner and due date. Compare the definition's step counts with the individual checklist outcomes when the rehearsal ends.
For a later execution, retain the first result. If the procedure needs a correction, inspect the prior revision, its evidence and the operation history before returning the definition for another decision. Agree who verifies evidence and who can resolve the follow-up. This gives the operating team a clear record of what was performed, what was reviewed and what still needs attention.
[Plan the first setup](/checklist-sop-management/implementation) and [review the records](/checklist-sop-management/data-model).
Features to start with
Roles on the team
- Procedure Owner
- Maintains the definition and prepares a revision for review and publication.
- Independent Reviewer
- Records a decision on a named revision and verifies execution evidence.
- Follow-up Owner
- Works assigned findings to a dated resolution.
- Operations Lead
- Reviews work in progress, incomplete runs and correction decisions.
Set up Checklist & SOP Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.