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On-demand webinar

How to get your team writing SOPs, without losing control of what goes live

Employees follow guides that were never reviewed or approved by their manager.

Thomas Laureys · Customer Success Lead

  • Recorded Jun 24
  • 60 min
  • 4.2 from attendee reviews
Webinar cover: How to get your team writing SOPs, without losing control of what goes live

Something we see often in teams: employees follow guides that were never reviewed or approved by their manager…

“Writing SOP’s is hard enough, but managing their versions, assigning them, and monitoring completion requires a full-time role.”, Verified User, Mid-Market

Thomas from Whale’s Customer Success team showed how to set up contributor roles and approval flows so nothing goes live before it’s been reviewed. ✅

This is for you if:

  • Your team writes documentation, but anyone can publish without review
  • You want your team to contribute to the documentation but want control over what goes live
  • Documentation management is eating your time

You’ll see:

  • How contributor access works without giving publish rights
  • How the approval flow looks before anything goes live
  • How to give feedback, track what’s pending and what’s approved

What's covered

  1. 01

    How contributor access works without giving publish rights

  2. 02

    How the approval flow looks before anything goes live

  3. 03

    How to give feedback and track what is pending and what is approved

Presenters

  • Thomas Laureys, Customer Success Lead at Whale

    Thomas Laureys

    Customer Success Lead · Whale

    Thomas is Customer Success Lead at Whale and has helped hundreds of teams implement documentation systems, employee onboarding processes and SOP approval workflows.

What attendees said about this session

  • “Always wonderful!”

    Will
  • “Always amazed at how many improvements the site is constantly rolling out!!!”

    Martha A Yuhas

Frequently asked questions

Watch the recording
01What will you learn in this webinar?

Three things, covered live in the session:

  • How contributor access works without giving publish rights
  • How the approval flow looks before anything goes live
  • How to give feedback and track what is pending and what is approved
02What will you see?

A live demo inside Whale. The presenters build real SOPs and training flows on screen, using the same setup you would use with your own team. You can also explore the platform tour at your own pace, or see how other teams run Whale in our customer stories.

03Can I watch the recording afterwards?

Yes. On past webinars, the Watch the recording button opens a short form. Fill it in and the recording plays right away. All past and upcoming sessions are on the webinars page.

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