Policy management software for small businessesKnowledge · rules and procedures
Your rules and procedures, always current and signed off.
Helps you keep your documents audit-ready: numbered, versioned, approved, reviewed, and signed off. When your team asks Vision Intelligence, the built-in assistant, a question, the answer comes from the approved version, never an old draft. Your team signs off from their phones, and when anyone asks Vision Intelligence, the built-in assistant, a question, the answer comes from the approved version only. Read-and-sign-off is tracked per person, and Vision Intelligence, the built-in assistant, answers only from the current approved version, never a draft or a replaced one.
Included with Vision, along with every other app.$99 a month.
Demo: a policy kept audit-ready. Working at height, SAF-012, version 4, moves from draft to in review to approved. Then the crew signs off one by one until everyone has signed. Numbered, versioned, approved, reviewed, and signed off.
01What you get
Documents you can stand behind.
A procedure kept in a shared folder goes out of date quietly. Here every document has a number, a version, someone in charge, and a review date.Policies in a shared drive go stale without anyone noticing. Here each one has a number, a version, someone in charge, and a review date.Uncontrolled documents drift. Here each has a number, version, owner, and review date.
- Every document gets a number
- Every change makes a new version
- The approved version is the one people read
- Send a document for approval
- Each person signs off that they read it
- Every approval is saved with a name
- A review date on every document
- Someone in charge gets the reminder
- Overdue reviews are easy to spot
- Answers come from approved documents
- Each answer names the document and version
- Drafts are never used for answers
02See it in action
Ready for an inspection before anyone asks.
Tallisbrook, a made-up heating company, updates its ladder safety rules. The new version is approved, and the crew signs off that they’ve read it, right from their phones.Tallisbrook, a made-up heating company, updates its ladder safety rules. Version 4 is approved, and the crew signs off on their phones, with no forms to chase.Tallisbrook, a made-up contractor, revises its ladder safety procedure. Version 4 is approved, and read-and-sign-off is tracked per person, from their phones.
Demo: Knowledge, the ladder safety procedure, SAF-012, version 4, in review. Dana taps Approve and version 4 is approved. Then the crew signs off on their phones, one by one, until 12 of 12 have signed. The document is numbered, versioned, approved, reviewed, and signed off: ready for the audit. Your part: one approve.
Ladder safety
- Numbered
- Versioned
- Approved
- Reviewed
- Signed off
Your part: one approve.
03On its own, or with the rest
Start with Knowledge alone. Add more when you’re ready.
On its own
Everything your rules and procedures need, built in.
Numbers, versions, approvals, sign-offs, and reviews. It’s all there from day one. Use only what you need.Full document control, with nothing to connect first. Use only what you need.Numbering, versions, approvals, sign-offs, and reviews, standalone, from day one.
With the other apps
The rulebook every app follows.
Use To-Do too, and a review becomes a task with a name on it. With Calendar, training goes on the schedule.With To-Do and Calendar, reviews become tasks and training lands on the schedule. Vision Intelligence answers from the approved version only.With To-Do and Calendar, reviews become assigned tasks and training becomes events. Vision Intelligence answers from approved versions only.
04Questions
Your Knowledge questions, answered.
What goes in Knowledge?
Policies, procedures, and documents your team has to follow: safety, quality, onboarding, and anything an inspector might ask to see.
How do versions and sign-offs work?
Every change makes a new, numbered version. Once it’s approved, the people who need it sign off that they read it, each with a name and a time.
Does Knowledge cost extra?
No. It’s included with Vision, along with every other app. $99 a month.
Included with Vision, along with every other app.
$99a month.
Founding price for the first 100 businesses.