Overview
Dashboard
Policy & SOP compliance across Foundation Partners Group
↗ SharePoint
0
Total published
Upcoming
0
Due in 30 days
Action needed
0
Overdue reviews
Pending
0
Awaiting approval
Not yet synced ·
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Document Status
Drafts, pending approvals and total documents
Review Compliance
By department
No data yet
Compliance stats appear once policies are added
Upcoming Reviews
Next 60 days
No upcoming reviews
Add policies to track review dates
Recent Activity
Last 7 days
Approved Policies
Published to SharePoint
Approved SOPs
Published to SharePoint
Documents
Document Register
All policies and SOPs tracked in SharePoint
Compliance
Archived Documents
Retired policies — preserved for compliance and audit purposes. Only the system administrator can delete records.
| Title | Type | Department | Owner | Retired Date | Actions |
|---|
Workflows
Drafts
Documents saved as drafts — submit for approval when ready
ℹ
Drafts are created when you import a document or use the Document Drafter. Click Submit for Approval on any draft to move it to the Approvals queue.
Workflows
Pending Approvals
Documents requiring your sign-off
Workflows
Due for Review
Documents approaching or past their annual review date
Overdue (0)
Due in 30 days
Due in 31–60 days
AI reminder agent can draft notifications for all owners at once.
No immediate action required for 31–60 day window.
AI Agents
Document Drafter
Describe what you need — AI writes a complete first draft
AI Agents
Review Agent
AI analyzes policies for gaps, outdated content, and compliance issues
AI Agents
Reminder Agent
AI drafts personalized review reminder emails for policy owners
System
Settings
Manage roles and permissions for the Policy & SOP Management system
Policy Approvers
These people can approve and publish Policy documents.