SOP & Document Control Pro

SOP & Document Control Pro is a Dolibarr module for controlled SOP and document management, including review and approval workflows, controlled revisions, employee training acknowledgements, notifications, audit trail, QR access and PDF reporting.

The module is designed for laboratories, pharmaceutical, cosmetic, food, manufacturing and other organizations that require structured document control and traceable employee training.

Main features

• Controlled SOP and document lifecycle management
• Automatic document references
• Configurable reference pattern
• Role-based permissions
• Review and approval workflow
• Rejection back to Draft
• Effective and Obsolete document states
• Controlled document revisions
• Revision reason and change summary
• Complete workflow history and audit trail
• Automatic approval and effective dates
• Configurable next review interval
• Review due and overdue alerts
• Internal notifications
• Optional e-mail notifications
• Read & Understood employee training
• Training assignment only for Effective revisions
• Training due dates
• Pending, Overdue, Completed and Superseded training states
• Training e-mail resend
• Master Document List
• Training Status Report
• Individual document PDF export
• QR code access to the controlled Effective revision
• Responsive desktop and mobile interface

Controlled document lifecycle

The module manages the complete controlled document lifecycle:

Draft → Pending Review → Pending Approval → Approved → Effective → Obsolete

Each transition is recorded in the workflow history together with the user, date, event and status change.

Role-based review and approval

SOP & Document Control Pro provides dedicated permissions for each stage of the document workflow.

• Reader – Read controlled documents and acknowledge assigned training.
• Author – Create and modify Draft documents and submit them for review.
• Reviewer – Review documents and approve the review or reject the document back to Draft.
• Approver – Approve documents and make them Effective or Obsolete.
• Training Manager – Assign training and monitor acknowledgements and reports.
• Administrator – Configure the module and permissions.

This separation allows organizations to keep authoring, review and final approval responsibilities independent.

Training and Read & Understood acknowledgement

Training can be assigned only against an Effective controlled revision.

Each training assignment records:

• Document and version
• Assigned user
• Assignment date
• Due date
• Training status
• Read date

Available training states include:

• Pending
• Overdue
• Completed
• Superseded

The assigned user completes the training using the I HAVE READ AND UNDERSTOOD action.

Notifications and e-mail alerts

The module includes internal notifications and optional e-mail notifications.

Notifications can be used for events such as:

• Training assignment
• Review assignment
• Approval workflow events
• Training due dates
• Document review alerts

Training managers can also resend a training e-mail when required.

Controlled Effective Version and QR access

The module clearly separates the currently controlled Effective revision from newer Draft revisions.

A document can therefore have a new revision under development while users continue to access the approved Effective revision.

Each controlled Effective revision can provide a QR code for direct access.

This is useful for laboratories, production areas, workstations and other locations where personnel need fast access to the current approved SOP.

Reports and audit trail

SOP & Document Control Pro includes reporting and traceability functions such as:

• Individual Document Report
• Master Document List
• Training Status Report
• Revision History
• Workflow History
• Training summary
• PDF export

The workflow history records document actions and status transitions, providing a traceable audit trail.

Mobile and responsive interface

The module interface is responsive and can be used from:

• Desktop computers
• Tablets
• Android phones
• Mobile web browsers

Menus and available actions automatically reflect the permissions of the logged-in user.

Configuration

The module setup page allows administrators to configure parameters including:

• Document reference pattern
• Default review interval
• Default training due interval
• Review warning window
• Training warning window
• Internal notifications
• E-mail notification copies

Requirements

• Dolibarr: 24.x
• PHP: 7.4 or later
• A configured Dolibarr e-mail service is required for e-mail notifications.

Installation

1. Download the module package.
2. Extract or install the module into the Dolibarr custom modules directory.
3. Open Home → Setup → Modules/Applications.
4. Enable SOP & Document Control Pro.
5. Configure the module from its setup page.
6. Assign the required permissions to users or user groups.

Permissions

The module provides dedicated permissions for:

• Read SOP documents
• Create and modify Draft documents
• Review documents
• Approve documents
• Manage training acknowledgements
• View reports
• Administer SOP & Document Control Pro

Version

Current version: 1.0.36

Support

For support:

E-mail: support@panciucsoft.com

License

SOP & Document Control Pro is distributed according to the license included with the module package.