SOP Library / Review

SOP Review

Review procedure ownership, required checkpoints, and version status before the SOP is used in active client work.

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Staff assignment

Staff Handoff and Waiting-State SOP

Standardizes assignment ownership, waiting-state escalation, and reviewer transition for recurring client work.

DraftOwner: Operations lead

Review Checklist

Procedure checkpoints

Confirm that required review points, role ownership, and client-work boundaries are clear.

Step 1

Assign preparer and reviewer

Owner: Operations lead

Review required

Step 2

Set waiting-state owner

Owner: Staff preparer

Operational step

Step 3

Escalate blocked items

Owner: Manager

Review required

Step 4

Confirm reviewer transition complete

Owner: Reviewer

Review required