What the Review Policy workflow does
A safety policy can sit on file for years and still miss a current requirement, and you usually find out during an audit. The workflow closes that gap. You upload the program document as a PDF, DOC, or DOCX, and Soter reads the whole thing, proposes the regulation that fits your location and industry, then checks the policy section by section instead of skimming for keywords.
The Safety Professional stays in control. Soter reads, matches, and flags; the assessor confirms the regulation, reviews each finding, and decides what to change. The output is a Compliance Report and Audit covering gaps, non-compliance, and potential improvements, with each finding tied back to the section and the source it came from.
Where manual policy reviews break down
Three problems show up every time a review is done by hand.
- The review never happens. Reading a full program against the current regulation is hours of work, so the policy keeps its sign-off date and quietly drifts out of date.
- The check is uneven. A manual pass catches the obvious clauses and misses the rest, so two reviewers reach different conclusions on the same document.
- Findings are not traceable. A note that a section is weak, without the matching regulation citation, is hard to defend in an audit and easy to argue with internally.
How the workflow runs
- Upload the document. Add the safety program document as a PDF, DOC, or DOCX, and Soter reads and analyzes the whole thing.
- Confirm the regulation. Soter suggests the most relevant regulation for your location and industry. Confirm it or choose a different one.
- Check each section. For every section or statement, Soter finds and reads the relevant parts of the regulation, or your own company materials.
- Find the gaps. For each section, it checks for gaps, non-compliance, potential improvements, and anything else you asked it to look for.
- Get the report. Soter gathers every finding into a final Compliance Report and Audit for the assessor to review.
Who uses this workflow
- Safety Professionals checking a program against the current regulation before an audit
- Multi-site safety leads keeping policies consistent and current across locations
- Compliance owners closing the gap between what a policy says and what the rule requires
- Insurance loss-control consultants reviewing client policy quality on the carrier side
What you get when you sign up
- A full read of your safety program document, not a keyword skim
- The relevant regulation suggested for your location and industry, yours to confirm or change
- A section-by-section check against the regulation and your own materials
- Gaps, non-compliance, and potential improvements, each tied back to the section and source
- A Compliance Report and Audit ready for the assessor to review