John Burson 
edited Friday, August 11, 2017

Document workflow

  • The recorded procedure or policy is usually evaluated by somebody in the central or superior management
  • 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 of 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 a 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 achievement inputs 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 accurateness, 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 on delicate matters to do with personal, scholarly property or trade secrets. These individuals may also need the advice of legal counsel.

In procedures affecting only small unit in the firm should be subjected to less review process. 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 statement in discussion stages in the company
  • It allows for contributions from various people and allowing the managers to preserve control of the integrity of the policy and procedures and driving its conclusion and release in time.

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


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Document Workflow