Management of standard operating procedures, including the regulatory requirement of being read by specific employees. The process helps you generate and track Read and Sign tasks, all directly within the document properties.
The process is made up of 4 stages, all managed from regular SharePoint lists:
  1. Document created or uploaded - the document is created in the SOP library, document properties are set, specifying people or groups required to read the document.
  2. Editing completed - after going through the process of repeated editing, the document is ready for distribution. Click Generate tasks to create an individual task for each person in Readers column (groups are expanded automatically to assign tasks to individuals only).
  3. Read tasks - each task is completed by the assigned person. Simply open the task, mark the checkbox indicating that you've read the document and add an electronic signature. Because that tasks are just usual built-in SharePoint tasks, they can be tracked, viewed and edited as you would any SharePoint task.
  4. Distribution - document can be published when all Read tasks are completed. Tasks are color-coded and the number of unfinished tasks is calculated automatically, so you can easily see the current status.

Upon site creation you might need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout.

All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint 2013 and up.

This business process is available for download as a self-installing, self-configuring site template for SharePoint 2013 and up. The template itself is free to use, but it is based on our commercial product - UltimateForms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.

Free Business Solution

This solution is free to use, modify and re-purpose. UltimateForms license is required.

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Site Template

Applications are self-installing, self-configuring site template. All the necessary configurations are done automatically.


Facing difficulties downloading the application? Contact our fantastic support team.

support@infowisesolutions.com

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No credit card required. No setup fees. No obligation.



Free Business Solution

This solution is free to use, modify and re-purpose. UltimateForms license is required

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Business Solution

Ultimate Forms will automatically create and configure your new business solution with a single click.


Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Get now

No credit card required. No setup fees. No obligation.

Installing business solutions is ridiculously easy!
  • Install and enter Ultimate Forms app
  • Click on Install Business Solutions in top menubar
  • Pick your solution and install with a single click
Download Ultimate Forms

You can only install this app on Office 365, you have to be a site collection administrator to install the app. Ultimate Forms Extensions app version 1.1.6.0 and up, included in the zip file, must be made available to all sites upon installation.


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