Originally Posted by Leanora Buckley
What's a good way of tracking documents and helping them with the process of creation to approval? I think we need one in my workplace and I'm planning to make a proposal for a budget approval. Is there a software for this?
The review process typically follows these steps:
- Document created by owner/author
- Sections of the document which need further editing are shared with other authors (co-authors)
- Edits collated and input into the original document
- Document shared with other contributors (e.g. subject-matter experts, colleagues, partners, suppliers, and consultants) for review
- Contributors review the document. Typically this review includes:
- Identifying typos
- Identifying syntax & other grammatical errors
- Altering content
- Adding or deleting content
- Reviewed content is returned to the owner/author
- Owner/author inputs changes and comments to the document as appropriate
- The review cycle is completed
FROM Docsvault, this is an interactive infographic
And one good definition:
Hope this helps.
PS. At Suarez Corporation Industries, they used envelopes which every time a document changed hands, it had to have a signature on it. These giant envelopes provided a trail of who handled the document.