Reviewing a new draft
When Sted drafts a document, it waits as Awaiting review until someone works through it. Select Get started on its page to step through the draft one section at a time, ticking the requirements you adopt. Sted adopts the standard sections for you when you finish, and the document becomes a Draft.
What this is
Sted drafts your policies and procedures from its knowledge base, adapted to your organisation. Each section of a draft holds recommended requirements: single statements of what your organisation commits to do. The review is where you decide which of them you adopt, before anyone edits wording or approves anything.
Every recommended requirement carries a chip naming the standards it helps you meet, with the clauses listed when you hover over it. A requirement no clause is tagged to reads Recommended. The requirements you adopt count towards your audit readiness for each standard.
Where to find it
Open Framework, then Documents, and choose Awaiting review in Filter by:. Select a document to open it, then select Get started. On a phone, select Menu at the top of the screen to open the sidebar first.
How it works
Step through the sections
- Select Get started on the document’s page.
- Read the section’s heading and introduction.
- Tick each requirement your organisation will adopt.
- Select Adopt all recommendations to adopt every recommended requirement in the section at once.
- Select Continue to adopt the section and move to the next one.
- Select Finish on the last section.
- Select Open the document when Your draft is ready appears.
The ring at the top counts the sections you walk through, such as 3/7. Back returns you to an earlier section, and Forward appears once the section you are on has been adopted.
Leave and come back
Each tick saves as you make it, so you can stop part-way. The document’s page then shows Continue review instead of Get started, and the review reopens at the first section you have not adopted.
The eight sections you do not walk through
Most policies and procedures share the same standard sections, and the review skips them:
- Policy Statement
- Scope
- References
- Responsibilities
- Information Classification
- Training and Awareness
- Monitoring, Audit, and Review
- Enforcement
Sted adopts these when you select Finish. Until then, the document shows them as “Standard section, adopted when the review finishes”. A document made only of standard sections skips straight to a single Finish.
What finishing does
Finishing turns the document from Awaiting review into a Draft. It is not approved yet. To change wording, add requirements of your own or drop a recommended section, open the Draft in edit mode, as described in editing a document. When it reads right, approve it.
Permissions
The level rule lets every level adopt recommendations, but ownership narrows it: only an administrator or the document’s owner can review a draft, and only administrators and Policy and Process Owners can own a document.
| Action | Administrator | Policy and Process Owner | Reviewer | Personnel |
|---|---|---|---|---|
| See a document awaiting review | All documents | Documents they own | No | No |
| Start or continue a review | All documents | Documents they own | No | No |
| Tick, untick and adopt requirements | All documents | Documents they own | No | No |
| Finish a review | All documents | Documents they own | No | No |
Reviewers and Personnel do not see a document until it is Approved. Anyone else who may not review a document sees no Get started on its page.
Limits and plan features
The review decides which recommended requirements you adopt. It does not change their wording; that happens in edit mode once the document is a Draft.
On Preview you can open one generated document in full, including its review; the others need a paid plan.
Related guides
- Editing a document: the next step, where you reword, add and drop before approval.
- Approving documents and versions: how the Draft becomes the Approved version people follow.
- Standard section: what makes a section standard and why it is adopted for you.
- Adopting and rolling out policies: how to decide what your organisation can commit to before you tick it.
- Standards, what applies and what you adopt: where the standards named on each requirement come from.
- Documents: where the reviewed document sits, and what each status means.
Frequently asked questions
Do I have to adopt every recommended requirement?
No. Each recommended requirement is a proposal, and you adopt the ones your organisation will actually do. A line you leave unticked stays in the draft, so you can still tick it later in edit mode before the document is approved.
Why does the review skip some sections?
Because eight sections are standard in every policy and procedure, from Policy Statement to Enforcement. Sted adopts them for you when you finish, so the review only asks about the sections that differ from one document to the next.
Can I stop a review halfway and come back?
Yes. Each tick and each Continue saves as you go. The document’s page then shows Continue review, and the review reopens at the first section you haven’t adopted yet.
Who sees the review once I finish it?
Only administrators and the document’s owner, until it is approved. Finishing makes the document a Draft, and Reviewers and Personnel see a document only once it is Approved.