When Sted updates its recommendations

When Sted’s recommendations for a document you have worked on change, Sted keeps your Approved version and prepares a new draft beside it, with a review task for its owner. In edit mode each change is a card: accept it, keep your wording, or choose Not now. The draft cannot be approved until every card is decided.

What this is

Sted’s recommendations come from its knowledge base and from the standards you adopt. When a generation run changes what Sted recommends for a document you have reviewed or approved, for example after you adopt another standard, Sted does not overwrite your work. It creates a new draft, and your Approved version stays Approved until that draft is approved in turn.

Edit mode then shows the new draft as a redline against your Approved version, with a card wherever a recommendation moved. A card covers a requirement that is updated, new or no longer recommended, or a whole section that is new, no longer recommended or reworded.

Where to find it

The review task appears on the owner’s Home. In view mode, people who can edit see “Updated recommendations available” with an Edit to review link to edit mode. The task goes to the document’s owner, or to an administrator when nobody owns it.

How it works

Decide each update

Edit mode opens with a banner: “We’ve updated our recommendations on this Policy” (or Procedure), a count of what changed, and a meter of how many you have reviewed.

1. Select Review next update to jump to the next undecided card.
2. Read the card’s current and recommended wording.
3. Select one of the card’s two answers.
4. Select Add a reason on the decided card if you want to record why.
5. Repeat until the banner reads that every updated recommendation is reviewed.

Each answer saves at once, together with the change it makes to the draft. A decided card shows what you chose and an Undo, which reverses the decision and its edit until the draft is approved.

The answers on each card

Keep as our own requirement and Keep as our own section keep the wording as your organisation’s own, outside Sted’s recommendations.

Not now

Not now is a deferral, not a refusal. The line stays out of this draft, and the card returns at the next revision, or straight away if Sted changes that recommendation again.

Approve when every card is decided

Approval stays blocked until every updated recommendation has an answer. The block applies to everyone, administrators included, and Approve says how many remain. The Change notes panel lists the updated recommendations beside your own changes and your Why this revision, so the approver sees what moved and why. After approval, the previous version moves to History, where administrators and the document’s owner can open it.

Permissions

Deciding an update is an edit, so ownership applies: only an administrator or the document’s owner can do it, and only administrators and Policy and Process Owners can own a document. Approving needs an administrator or a Policy and Process Owner who owns the document.

Reviewers and Personnel keep seeing the Approved version; the new draft is not shown to them. Anyone else who may not edit the document sees no cue and no cards.

Limits and plan features

There is no override for the approval block: the only way past it is to decide every card. Undo is available until the draft is approved, and not after.

Updates reach any document you can open. On Preview that is the one generated document you can open in full.

Related guides

• Editing a document: the rest of what edit mode does, from rewording lines to adding sections.
• Approving documents and versions: what happens when you approve the new draft.
• Generating your framework: the runs that change Sted’s recommendations.
• Document control: keeping reasons and revision history an auditor can follow.

Frequently asked questions