Audit-ready training and document control using SharePoint.
ClearPath SP helps small businesses build practical, compliant systems in Microsoft 365 — using SharePoint, Power Automate, and Teams approvals — without custom code, expensive platforms, or unnecessary complexity.
The goal: clear ownership, controlled access, reliable approvals, and reporting that makes audits easier.
What I help you achieve
Training clarity
Always know who is trained, who is overdue, and what’s required — with audit-friendly evidence.
Document control
Keep SOPs reviewed, approved, versioned, and accessible to the right people (including vendors when needed).
Audit readiness
Respond confidently when auditors ask how training and documents are controlled and approved.
Services
Practical, audit-ready Microsoft 365 solutions built with SharePoint + Power Automate (and Teams approvals) so your systems stay organized without constant manual effort.
Training Management System
Employee- and vendor-specific training assignments tied to controlled SOPs, with automated notifications and Teams-based acknowledgements/approvals.
- “My Training” experience (users see only their own items)
- Assignment + due/overdue reminder automation
- Teams confirmation + approval workflow
- Training matrix views and status dashboards
Document Control & SOP Governance
A controlled document library designed for approvals, revision control, and traceability — plus a master list that makes audits straightforward.
- Controlled library (draft/approved/archived) with versioning
- Document Control Master List (DML) with revision + effective dates
- Review/approval automation with audit trail
- Role-based access (authors, reviewers, read-only users/vendors)
Audit Readiness & Compliance Support
Turn your SharePoint environment into an audit-ready system: consistent structure, evidence capture, and reporting that answers auditor questions quickly.
- Gap review + cleanup plan (quick wins + longer-term roadmap)
- Evidence capture patterns (who approved what, when)
- Standardized templates + metadata to reduce errors
- Executive summary dashboards for training + document status
Operational Records & Workflow Automation
Streamlined tracking for purchasing, supplier records, inventory, and other operational lists — built for clarity, approvals, and easy retrieval.
- Purchase request / PO tracking with approvals (Teams)
- Supplier list + qualification documents (controlled access)
- Inventory tracking (critical items, reorder alerts)
- Automations that reduce follow-up and manual logs
How it works
1) Discovery
Quick intake to confirm requirements, roles, and audit expectations. We define what “done” looks like and what needs to be automated.
- Scope + success criteria
- Users/roles + access needs (employees/vendors)
- Approval and evidence requirements
2) Build
Implementation in SharePoint with automation-first design: lists/libraries, permissions, flows, and Teams approvals.
- SharePoint architecture + metadata
- Power Automate workflows
- Teams approvals + notifications
3) Launch + handoff
Clean launch with admin views, simple user instructions, and a support plan so your system stays consistent.
- Admin dashboard views
- User-ready “how to” guidance
- Optional ongoing support
Simple pricing
Fixed-scope starter implementations. Larger or complex environments quoted after discovery.
Training Management System
- Up to 10 employees
- Assignments, reminders, matrix views
- Teams-based completion + approval
- Audit-ready configuration
Document Control & SOP Governance
- Up to 20 controlled documents
- Document Control Master List (DML)
- Approval workflows + version controls
- Role-based access configuration
Training + Document Control Bundle
- Integrated system (training tied to controlled SOP revisions)
- Employees/vendors see only what applies to them
- Admin dashboards + audit-evidence patterns
- Best value for compliance-driven teams
Ongoing Support
- System updates & refinements
- Reporting adjustments
- Priority troubleshooting
- Automation maintenance (as processes evolve)
21 CFR Part 11 support
SharePoint Online is a Microsoft-managed SaaS platform. ClearPath SP supports Part 11 expectations through risk-based configuration, documented intended use, access controls, audit trails, and electronic approval workflows for training and document control systems.
Contact
Ready to build an audit-ready training or document control system in Microsoft 365? Email me and tell me a little about your environment (industry, # of users, and what you need automated).
Email: admin@clearpathsp.com