1. Purpose
This SOP explains how to use the Review feature in SweetProcess to ensure procedures stay accurate, updated, and compliant. Reviews are used to confirm content is still valid, assign accountability, and trigger updates when needed.
2. Scope
Applies to all team members responsible for:
Creating procedures
Updating SOPs
Reviewing procedures on a schedule
Managing compliance and quality control
3. Key Roles
Procedure Owner: Person responsible for accuracy of the SOP
Reviewer: Person assigned to review the SOP
Admin/Manager: Oversees review cycles and compliance
❶ Enabling Reviews on a Procedure
Open the procedure in SweetProcess.
Click the gear icon (Procedure Review panel) on the left sidebar.
At the top, find Reviews Disabled.
Click Enable.
Configure review settings:
Reviewer(s)
Review frequency
First review date
Save.
Once enabled, the procedure is now in the review system.
❷ Setting Review Rules
When enabling reviews, configure:
Reviewer: Who is responsible for reviewing
Frequency Options:
Monthly
Quarterly
Bi‐annually
Annually
Start Date: When the first review is due
❸ Completing a Review
When a review is due:
Reviewer receives a notification.
Open the procedure.
Click Review.
Read entire procedure carefully.
Decide one of the following:
Approve (no changes needed)
Request changes
Update directly (if authorized)
Leave review comments if needed.
Submit review.
❹ Making Updates During Review
If changes are needed:
Open procedure in edit mode.
Make required updates.
Save changes.
Return to Review panel.
Complete the review and mark as updated.
❺ Review Status Meanings
Reviews Disabled: No review cycle active
Pending Review: Review is due or overdue
Reviewed: Recently reviewed and approved
Overdue: Review deadline missed
❻ Monitoring Reviews (Managers)
Managers should:
Go to dashboard or reports.
Filter by:
Pending Reviews
❼ Best Practices
Every core SOP must have reviews enabled.
Assign a single owner for accountability.
Tie review completion into performance expectations.
Use comments to document why changes were made.
Never approve without actually reading.
❽ Common Mistakes to Avoid
Leaving reviews disabled
Assigning too many reviewers
Ignoring overdue reviews
Approving without checking accuracy
Not documenting major changes
❾ Enforcement
Failure to follow review procedures may result in:
Incorrect SOPs in use
Compliance issues
Corrective action if repeated
❿ Summary Flow
Enable reviews
Assign reviewer + frequency
Reviewer checks SOP
Approve or update
Reset cycle automatically
If it’s not reviewed, it’s not reliable.
Overdue Reviews
Follow up with reviewers.
Reassign if needed.
Best Practice:
High‐change SOPs → Monthly or Quarterly
Stable SOPs → Bi‐annual or Annual