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Right procedure. Right people. AI does the legwork.

Approve a revision and the right people are due for training. AI drafts the exam and the translation.

AI-drafted exams from SOPs
AI translations for review
Untrained steps can be held

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See it work

Watch one procedure change reach the floor

Approve. Train. Go live at the step.

SOP-014 rev 7 · worked example

From approved procedure to trained people to authorised work.

Procedure

SOP-014

Rev 6

Rev 7 · in force

Training on rev 7

Ana✓
Jon✓
Kofi✓
LeeDue

Kiosk · step 3

Shows rev 7

Kofi · started

Lee · held

At the step3/4 trained

Document record

Rev 7 signed · reason recorded

Rev 6 superseded

Training record

3 of 4 read and understood

Qualification decided by people

SOP-014 · Mixing setupRev 7

Held: not trained on rev 7

Supervisor sees why · person decides next step

Approval: Signed
Effective: 9 Oct
Read and understood: 3 of 4
At the step: 1 started · 1 held

Text summary of this animation (5 steps)

Revision approved. SOP-014 rev 7 is signed by the approver, with an effective date of 9 Oct that leaves time for training.
Training due. The four people who run this task show as due on rev 7. Rev 6 stays in use until the effective date.
Read and understood. Three people sign read and understood. Their supervisor records them as qualified, under your procedure.
Effective date. On 9 Oct rev 7 becomes the revision in force; the kiosk now shows rev 7 at the step.
At the step. Where training checks are configured, a trained operator starts the step; one not yet trained on rev 7 is held and a supervisor is shown why.

Worked example. Training-based checks at the step need training records and must be configured (Professional and Enterprise); the full skills matrix is Enterprise. People decide who is qualified under your procedure; V5 keeps the records.

What's inside

Everything in Documents & Training

Each part does one job well. Together they share one record.

V5 AI

AI that sees it coming

It predicts and flags. Fixed rules decide. People sign.

AI for documents and training

Know who needs training next.

Upcoming revisions show who will be due, before the effective date.

See V5 AI AI drafts and flags. A qualified person reviews and signs.

Free buyer guide · 12 pages

Quality Management Buyer Guide

For quality, regulatory and operations teams choosing quality management software.

1Link each revision to the training it needs.
2Know what competence evidence to check.
3Test it with one of your own teams.

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Questions

Straight answers.

What buyers ask us first, answered plainly.

Can V5 stop an untrained person starting a step?
It can when you configure training checks at the step (Professional and Enterprise). People still decide who is qualified.
Is there a full skills matrix?
The full skills matrix with competencies and refresher reminders is an Enterprise feature.
How do new procedure revisions reach the floor?
A revision is approved with an effective date. Training can be assigned before that date, and the kiosk shows the approved revision once it takes effect.

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