What needs a decision?
Compare pending revision decisions with definitions in draft or reviewed states.
- Checklist & SOP Management
- Reports and operational decisions
Reports for the questions your team asks
Review definition state, checklist outcomes, evidence and unresolved follow-up.
Overview×
Checklist & SOP Management · Overview
Checklist & SOP Management dashboard
This quarter
Operation runs in view
6Total source revision
2,200Failed
3Reconciliation required
3SOP definitions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 38 | ||
| Reviewed | 16 | 42% | |
| Published | 5 | 31% | |
| Executing | 2 | 40% |
Revision by status
Sample totals per stage
Questions to answer
What was performed?
Inspect each outcome beside its parent definition and version.
What evidence was verified?
Review document verification and the person who checked it.
What remains open?
Group actions by assignee, due date and status.
Which run needs investigation?
Compare failed runs with retry attempts and their reasons.
More reports
Definition state by organization List
Group SOP definitions by Organization and Status to see work awaiting review, publication or execution.
Revision decision history Grouped
Show review decisions by Source and source revision with Decision, decided at and Reviewer.
Checklist outcome detail Grouped
Show checklist executions by Parent and version number with Sequence, Outcome and observed on.
Execution completion List
Compare completed step count with required step count by SOP definitions Number and Revision.
Evidence verification Grouped
List evidence documents by Source with Verified, verified by and document date.
Follow-up aging List
Group follow up actions by assigned to, Status and due date to find unresolved work.
Run and retry exceptions Grouped
Pair operation runs and execution attempts by Source and operation key to inspect Failed and Unknown attempts.
State transition history Grouped
Show state history by Source with from status, to status, source revision, Actor and occurred at.
Set up Checklist & SOP Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.