SOP & Document Control Pro

SOP & Document Control Pro adds a complete controlled document and SOP management workflow to Dolibarr.

The module is designed for laboratories, pharmaceutical, cosmetic, food, manufacturing and other organizations that require structured document control, approval workflows and documented employee training.

Document lifecycle

Draft → Pending Review → Pending Approval → Approved → Effective → Obsolete

Each workflow stage is protected by dedicated permissions, allowing organizations to separate document authors, reviewers, approvers and training managers.

Main features

• Controlled SOP and document management
• Automatic document references
• Configurable reference pattern
• Role-based Author, Reviewer and Approver permissions
• Review and approval workflow
• Rejection back to Draft
• Effective and Obsolete document states
• Controlled document revisions
• Revision reason and change summary
• Complete workflow history and audit trail
• Automatic approval and effective dates
• Configurable next review interval
• Review due and overdue alerts
• Internal notifications
• Optional e-mail notifications
• Read & Understood employee training
• Training assignment only for Effective revisions
• Training due dates
• Pending, Overdue, Completed and Superseded training states
• Training e-mail resend function
• Training Status Report
• Master Document List
• Individual document PDF reports
• Master Document List PDF export
• Training Status PDF export
• QR code access to the controlled Effective revision
• Responsive desktop and mobile interface

Role-based workflow

Reader – Read controlled documents and acknowledge assigned training.

Author – Create documents and submit them for review.

Reviewer – Review documents and approve or reject reviews.

Approver – Approve documents and make them Effective or Obsolete.

Training Manager – Assign training and monitor acknowledgements.

Administrator – Configure the module and permissions.

Training and Read acknowledgement

Training can be assigned only against an Effective controlled revision.

Each assignment stores the document version, assigned user, assignment date, due date, training status and read date.

Users complete their training using the I HAVE READ AND UNDERSTOOD action.

Internal notifications and e-mail notifications can inform users when new training is assigned.

Controlled Effective Version and QR access

The module maintains a clearly identified controlled Effective version.

A QR code gives users direct access to the currently controlled version while newer Draft revisions can continue through the review and approval workflow independently.

Reporting and traceability

Document reports include revision history, workflow history and training information.

The Master Document List and Training Status reports provide an overview of controlled documentation and employee training.

Responsive interface

SOP & Document Control Pro is optimized for desktop, tablet and mobile use.