Settings & audit trail

In simple words

Settings & audit trail is part of SOPs & Policies. Rules, permissions and full history. This guide takes you through it in 6 short steps.

Where it fits in your work — Acknowledge. People read and acknowledge; overdue acknowledgements escalate.

Before you start

• You need to be signed in to your company's workspace. SOPs & Policies appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Settings & audit trail belongs to Compliance in SOPs & Policies. Rules, permissions and full history.

Step by step

1. 1

   Step 1

   Open SOPs & Policies

   Sign in and open the SOPs & Policies panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Settings”

   In the left menu, click “Settings”. The “Settings” screen opens.

3. 3

   Step 3

   Narrow the list

   Use these filters to see only what you want:

   • Expiring-soon window (days)
   • Default review period (months)
   • Default acknowledgement due (days)
   • Reminder repeat (days)
4. 4

   Step 4

   Read the list

   Each row shows:

   • Capability
   • SOP Admin
   • SOP Manager
   • SOP Author
   • SOP Reader
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • Save settings
6. 6

   Step 6

   Done

   Rules, permissions and full history.

Tips

• You can use more than one filter together (Expiring-soon window (days), Default review period (months), Default acknowledgement due (days)) to see exactly the records you want.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SOPs & Policies → Open “Settings” → Narrow the list → Read the list → Other actions on this screen → Done

What it connects to

• HR & Payroll

  New joiners receive their procedures.

• Legal & Documents

  Policies that need signatures.

• Team Chat

  Notify people of new or updated procedures.

What you will see on this screen

These are the parts of the Settings screen, exactly as they appear in the product.

Why use SOPs & Policies

SOPs & Policies replaces sop & policy management tools, on the same login and the same data.

• One current way of working — versioned and owned
• Prove who has read and acknowledged each procedure
• Faster onboarding with assigned procedures
• Reviews never lapse — reminders go out automatically

Who uses SOPs & Policies

• Process owners

  Create and maintain procedures with versions and review dates.

• Managers

  Assign procedures to people, teams or departments.

• Employees

  Read what is assigned and acknowledge it.

• Compliance & audit

  Check acknowledgement and review reports.

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