SharePoint Approval Workflow and Document Control Procedure
Define review, approval and versions for controlled documents.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Design a document control procedure for SharePoint, keeping policy (what must happen) separate from set-up (how SharePoint does it). Types of controlled documents (policies, procedures, templates): [DOCUMENT_TYPES]. Who writes, reviews and approves: [ROLES]. Review frequency: [REVIEW_FREQUENCY]. Standards or rules that require control: [RULES]. Write the lifecycle (draft, in review, approved, published, under review, archived), the roles, the metadata to record (owner, version, approval date, next review), approval steps with deadlines, version numbering, how old versions are archived, and how readers know they have the current version. Explain what happens when an approver is away. Describe the set-up using library settings, versioning and approval features, and flows if needed [VERIFY names and availability]. Provide a one-page staff procedure, a template header for documents, and a monthly report of documents overdue for review. A system does not replace judgement, and regulated documents may need extra controls from a specialist. Keep it simple enough that people follow it.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.