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Open Training Guide Reviews

Compare guide revisions and open reviews with required sign-offs

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Open a review for revised training guides
Reads
  • Library change
    Library change

    Your library's change notice and change log identify the saved version that started this run.

  • Revised training guides
    Revised training guides

    Your current version supplies the new instructions, its version ID, and its link.

  • Approved version of training guides
    Approved version of training guides

    Your last approved version gives the comparison a baseline readers could already use.

  • Earlier review
    Earlier review

    Your completed review identifies the earlier decision and the exact version it covered.

  • Reviewer list
    Reviewer list

    Your reviewer list names the people who can sign off on each type of guide.

  • Sign-off rules
    Sign-off rules

    Your rules say which reviewers must approve each type of guide.

  • Reviewable edit rule
    Reviewable edit rule

    Your rule says which changes to training guides need a new review.

  • Learning coordinator
    Learning coordinator

    Your chosen coordinator receives the review before anyone issues the revision.

Shared library
Shared library

Your shared library keeps versions of training guides and earlier reviews together for a linked review.

Shared library
Does a review already cover this guide version?YesNo
Use the existing review and stop
Is the approved version or earlier decision missing?YesNo
Open a pending exception review for the coordinator
Writes
  • Pending guide review
    Pending guide review

    Your pending review links the revision, changes, available approval, required reviewers, and any gaps.

Summarize changes and open a pending review
Writes
  • Pending guide review
    Pending guide review

    Your pending review links the revision, changes, available approval, required reviewers, and any gaps.

This Agent detects a revised guide and compares it with the approved version. It opens a linked review with changes and sign-offs for your learning coordinator.

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Google Drive
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Airtable
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monday.com
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Asana
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Pipefy
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Made for your industry

Open Training Guide Reviews is made for businesses in these industries.

Made for your role

Open Training Guide Reviews is made for people in these roles.

Made for your department

Open Training Guide Reviews is made for people in these departments.

How Open Training Guide Reviews works

4 steps, in order, on every run.

  1. Find the Revised GuideRead the library change log to identify the saved guide version. Check whether it differs from the approved version.
  2. Trace the Prior ApprovalFind the last approved version and its review. Use an existing review if this guide version already has one.
  3. Compare the InstructionsCompare the new guide with its approved version. Apply your review rule and name the required sign-offs for its guide type.
  4. Open the Linked ReviewCreate a pending review with both guide versions and the earlier decision. Assign your learning coordinator and name the required reviewers.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or monday.com.

7 tools
Set your rules
  • Choose the training guide library and a guide-review list in the same workspace; include fields for guide link, current and approved version IDs, earlier review link, reviewers, sign-offs, and review status.
  • Enable version history and content approval for the guide library so a changed guide remains pending while the earlier approved version stays available to readers.
  • Provide the training reviewer list, the sign-offs required for each guide type, the learning coordinator, and the rule for deciding which edits require a new review.
  • Identify approved guides by a stable guide ID and record the approved version ID and decision in each completed guide review.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Open Training Guide Reviews:

What do I set up for a SharePoint document review and approval workflow?

Choose a guide library and review list in the same workspace. Turn on version history and content approval. Record each guide's approved version in its completed review.

Can I choose which changes need review?

Yes. You choose the rule for reviewable edits and the sign-offs required for each guide type. Your learning coordinator handles missing or conflicting requirements.

What happens if the prior approval cannot be found?

Your learning coordinator gets an exception review naming the missing baseline. The revised guide stays pending instead of inheriting an earlier approval.

Will this approve or issue the revised guide?

No. Your team makes the approval decision. Your issue process must respect the library's pending content approval status.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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