Policy management with version control and proof of reading
Write a policy, get it approved, send it to the people it applies to, and see who has read it. Dates, versions and names all stay on the record.
Trusted by teams at leading organizations
Real policy management, not a folder of documents
Most companies keep their policies in a shared drive or an intranet folder, and send them around by email once a year. The file gets edited in place, so the old wording is gone. The email proves you sent it, and nothing else. Nobody owns any particular policy, so nothing tells you when one has gone out of date. Then someone asks which version was in place 6 months ago and who had read it, and there's no way to answer. WorkFlawless treats a policy as a controlled document. Every version is kept with its approval, policies go to the people they apply to, and each acceptance is recorded against the exact version that person read.
Policy management that keeps up with your business
Someone reads the expenses policy and still has to go hunting for the claim form, the approval thresholds and whoever signs off anything over £500. Here the policy carries links to the SOPs that answer all of that, so people get the rule and what to do about it in one go.
- A named owner on every policy, so somebody is responsible for keeping it right
- Approval and effective date recorded on each published version
- Link a policy to the SOPs and workflows that implement it
- Upload your existing policies with a click
Section by section
Contents down the side
Owners per section
Deadlines, reminders, and a name against every acceptance
Pick the policy, pick the team, set a date. Everyone on the list gets a reading and acceptance request. You get a count that moves as they go: 14 of 31 done, and the 17 names still outstanding.
- Assign by team, by role, or to everyone
- Deadlines, reminders, and recurring re-acceptance
- Updated a policy? Re-acceptance fires automatically
- New starters get the current policy set without anyone remembering
- Live progress, person by person
Signed acceptance
The compliance record
Who accepted, who has not
Dates, versions and names, all on the record
Questions from auditors are usually about dates. Which version was live at any given time, and who had accepted it by then. Every confirmation here stores the person, the date, the version they read, and any note they left with it.
- Acceptance tied to a specific version, with name and date
- Full version history, with what changed between any two
- Summary and detailed compliance reports
- Export the lot as CSV or PDF
- SCIM provisioning keeps joiners and leavers in step with your directory
The document and its history
Every version kept
The audit trail
Approved, on the record
Handy day to day, important when the audit arrives
WorkFlawless policy management is built to be worth using in normal work, and to hold up when compliance or a regulator asks what was in force and who knew about it.
A dated acceptance from every person
Each person gets a prompt with a deadline and confirms they've read that specific version. Their name, the date and the version number all go on the record, along with any note they add.
No manual versioning required
You don't need to remember to save a v2 or label something as "FINAL_FINAL_v3." Every save creates a new version automatically, with a timestamp and an author, so the version history stays up to date without anyone managing it.
Annual re-acceptance on a schedule
Set a policy to come round again every twelve months and it does, without anyone diarising it. Anything with a statutory refresh gets handled the same way.
Compliance records you can hand over
Summary and detailed reports, exported as CSV or PDF. When someone asks for evidence, you send the file rather than building it.
Policies built into onboarding
Add your mandatory policies to an onboarding Path and new starters work through them in order, alongside the SOPs for their role. You can see who finished and who stopped halfway.
Answers that cite the policy they came from
Someone asks our FloAI assistant whether they can expense a certain purchase. They get the answer and the policy it came from, so they can check it themselves. FloAI only looks at what that person has permission to see.
Other features
Explore more powerful features to transform how your business operates
Business process flowcharts
Create and manage diagram flows to streamline processes and improve team efficiency
ExploreStandard Operating Procedures (SOPs)
Easily create Standard Operating Procedures to document your company's knowledge and make it easily accessible
ExploreEmployee onboarding paths
Get new hires up to speed in no time with custom paths you can build in minutes on top of …
ExploreAI-generated workflows and SOP
Generate workflows and SOPs in seconds with AI and tweak them to your organization's unique needs
ExploreVersion control
Track every change to your SOPs and workflows, with full version history and one-click rollback.
ExploreAssignments & Tasks
Assign SOPs and workflows as reading tasks, drive adoption across the team, and keep a clear record for compliance.
Explore
Run your operations like clockwork.
Start in two minutes.
Free 14-day trial · No credit card required · Cancel anytime
competitive advantage!
