Who Drafts, Evaluates and Authorizes your Procedures?

The document work flow initiates once the draft copy of the procedure or policy has been established. The development of procedures and policies typically starts at the unit level and workers who perform the policy participate in the process or by their supervisors.

last updated Monday, March 25, 2024
#Policies and Procedures #Document Workflow

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by John Burson

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Document workflow

• Somebody in the central or superior management usually evaluates the recorded procedure or policy
• If necessary, the document is revised
• After sufficiently being reread, the paper is given a final authorization
• The paper is finally released externally or internally as a business policy statement or procedure.

Authorization of your procedures

This process comprises a review for

• Reliability and accurateness
• Agreement or conflict with current conjoin policy and other statements
• Overall usability

The process of policy and procedure evaluation and approval may differ from one company to the other. However, it is advisable to keep procedures approvals to the lowest by evading paralysis of scrutiny or even the excellence trap. The firm can become an administrative nightmare, significantly sluggishly if too many individuals are needed to authorize a document.

Keeping power at the departmental level is another way of achieving input while reforming the process. You can do this by releasing the draft copies to a chosen number of persons for a remark. Make it clear to the individuals that the comments should be limited to what is vital to the document’s accuracy, usability, and helpfulness.

The selected individuals depend mainly on the nature of the document. For instance, top managers, including the chief executive and the president of the firm, are chosen to suggest sensitive matters related to personal, scholarly property, or trade secrets. These individuals may also need the advice of legal counsel.

Procedures affecting only small units in the firm should be subjected to fewer review processes. You should have someone familiar with the area and out of it to review the proposed statement.

Purposes of Reviews

• Suggestions that seem sensible to the preparer are used in enforcing the policy and procedures.
• To prevent conflict with policy and procedure statements in discussion stages in the company
• It allows for contributions from various people and allows the managers to preserve control of the integrity of the policy and procedures and drive its conclusion and release in time.

You can use the Online Procedure Management Software for an easier process.

 
 
 

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