Control the lifecycle
Draft, approval, effective, review, revision, and archive states should be explicit and protected by workflow rules.
Preserve approval evidence
Approver assignments, review comments, signatures, release dates, and version history should stay tied to the document.
Make periodic review visible
Review frequency should calculate the next review date and create queue visibility when the review needs action.
Link documents to training and compliance
Released documents should connect to training obligations, acknowledgements, compliance views, and audit evidence.