Page Comparison

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3. For new or converted SOPs or RMs, use an existing Document template, if applicable. i.e.:

   1. SOP01-T1: SOP Template

   2. SOP01-T2: RM Template

4. For revisions to an existing SOP or RM:

   1. Navigate to the “CURRENT” folder and use the File/Save a Copy command of the Current (non-Tracked) Google Doc, then, 

   2. Use the Move button to save the copy to the DRAFTS file. 

5. Document renaming is not required.

6. If the draft is revising an existing document, track the changes using Suggest mode.  Add comments as needed.

7. Update the date in the filename when the document is updated.  To avoid confusion, the revision date in the top of the document itself should remain highlighted as a date placeholder until it is finalized.

8. Once a Draft is ready for review, proceed with VI V.C. for SOPs or VI V.D for RMs.

B. Resources Created Outside of Google

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When review is complete, proceed to VI V.E.

D. Review of RMs and Other Process Resources

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When review is complete, proceed to VI V.E.

2. Review of Revisions to Reliable Methods: If a member of the Sage Governance Team identifies inaccuracies in a RM or similar process resource, take one of the following two approaches.

   1. If the team member is certain of the accuracy of the update:

      1. Make the update directly into Confluence.

      2. Update the version date.

      3. Create a Final version following VI V.E.

   2. If the team member is uncertain of the accuracy of the update and needs input:

      1. Add a comment into Confluence to indicate the additional process steps or clarifications that need to be made.

      2. Start a formal Draft following the process in VI V.A.

E. Finalization & Posting of Current Documents to Confluence

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2. If a current version of the document exists, move the existing “current” document to the ARCHIVE folder using the process in VI V.F.

3. Add a version date to the document on the top left corner under the title.

4. Move a copy of the Draft version to the CURRENT folder.  Use the following naming scheme for this “tracked” version.

   1. [SG-SOPXX-XX] [DATE in yyyy.mm.dd] [Document Title] 

5. Resolve all tracking/suggestions, comments and highlights, unless any existing comments are there to inform additional conversation for the next draft.

6. If the document is new:

   1. Create a new Page in Confluence and place the page in the correct indexing hierarchy in the menu on the left of the page.

   2. Copy/Paste the content of the document into Confluence.

   3. Add the document to Document Index Confluence Page.

7. If the document is not new:

   1. Make the appropriate updates to the existing Confluence Page.  Ensure that the version date and document history section is updated.

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