Managing Policies and Procedures in SharePoint

We show how SharePoint Online can support the whole lifecycle of controlled documents - this is for you if you:
* Are part of Quality, Compliance, Legal
* Manage Policies, SOPs, Controlled Documents or Digital Assets

In this demo packed video we explore:

00:00 Intro
02:05 Policy Lifecycle
04:13 Draft
10:18 Approve
15:55 Publish
22:55 Acknowledge
26:25 Feedback
29:19 Review
33:07 Exec Dashboard
33:11 Q&A and Wrap Up

SharePoint Online is part of Microsoft 365 (also known as Office 365)

For a fixed price packaged solution for Policy Management - visit:

#powerautomate #sharepoint #microsoft #procédure

Please note: The personal data depicted in this video is entirely fictitious and is solely for demonstration purposes. It is sourced from the Microsoft demo environment aka Contoso.

[NeoThabo]

WOW! Thank you very much. I just stumbled upon this webinar video and I have to say that this is amazing.

[asifkhawaja]

Great video. Awesome use of SharePoint. Could you shed some light on how the policy acknowledgements by an employee from that PowerApp are being stored and tracked? Are you using a SharePoint list for that also? Thanks.

[ukm]

I think that a good way to ensure that document owners are simply handled is to ensure that any document owner is not an individual user, but a group.

( _plus, to also ensure that any groups that ARE owners have more than one member_ 😉)

[ukm]

Also, I'd say that with e-signature ... if you agree (at a business process level) that an 'Approval' is the signature.

If it needs a *literal* type of signing, or perhaps encryption, then that's another thing ... but internally, I'd say that BOTH the Power Platform AND SharePoint 'Approval' processes are more than adequate.

[ArnieStein]

This is a great video. Thank you so much. You present a great system, I have to ask, how much of this system is 'baked in' to SharePoint and how much requires additional apps or outside consultation? 50/50? Just curious.

[ZafarAlladien]

I always struggle to understand what the interaction between online and local files. Sharepoint can be synchronized to my pc for example. What happens when I open a file like this through my synchronized sharepoint folder and change the document?

[GibbieMcHarg-yk]

Hi, great video, exactly what I'm looking for. One thing though, we have documents such as statement of work templates etc so users will need access to the word doc to 'save as'. Will this mean giving them access to the document master SharePoint? Or is it possible to publish to an open SharePoint where all users can 'view only' in order to save a copy?

[thomdo]

Thank you so much for this amazing work. Could you please make a tutorial on how to creat the intranet hub like your one?

[herrzettpunkt]

What a great setup! Maybe you tell me wat is working behind the policy hub at 20:15? With the standard Sharepoint tools i am not able to recreate this dynamic filter function to narrow down the results. Is there a specific PowerApps module running as a webpart or something? Thank you

[ChildishDfollowsGod]

In one of your sections you had a filter panel on the right side of the screen, how did yall do that? SP Designer?

[saraschwartz]

This is fantastic! What are you using on the backend to store the data of when a user is assigned a policy to acknowledge and has attested?

[rayanmoussa]

This is amazing!! thank you.
how do you create reports of users who have not acknowledged, but you assigned to the whole organization?

[axismortgage]

I cant get any of these same functions to work in my Sharepoint. Do you have a step by step video because this is not very detailed.

[silex]

This was very informative. I have only one question, how do you retain the SharePoint list as a reference for ISO Audit? I mean the classical way was to code the document master list by example, as a Word document with a reference control number, now how could this list be controlled?

[grobbelm]

Found your video instructions very useful, thank you. How did you get the automatic numbering of the policies done?

[Claire-jlb]

Hi, how do the Word templates automatically convert to PDF?

[smohidee]

Hello… this webinar was so useful and informative….. how can I get to view a personal demo with share point document management…

[juj]

Thanks.. how do you store the approval audit...

[matthewstump]

When the approver receives the email with the link to the Policy document and they make changes to the document can it be saved as a redline to show the changes?

[thomdo]

What kind of site you use for Policies&procedures? Is it a team site or communication site? Thank you