Module 5 · Teams and collaboration

Teams & Collaboration

Procedures change. Collaboration in Ask Compass makes every change visible, reviewed and reversible, so people can trust the version they follow.

Try the approval workflow Talk to us

Example

A change, from draft to published

In the demo, switch to the Editor role, change a procedure and submit it. Then switch to Approver to compare and approve.

  1. Step Editor drafts a change
  2. Exception Checks flag a missing answer
  3. Approval Approver compares old and newReject → back to the editor with a comment
  4. Outcome v2 published; users notified

Ask Compass Studio

Change procedures safely, with a person in the loop.

Studio is where procedures are written, reviewed and kept current. Every step below works in the prototype today.

  1. Draft

    Editors change a copy. Everyone keeps following the approved version.

  2. Check

    Studio flags missing answers, dead ends and steps nobody can reach.

  3. Review

    Approvers compare old and new side by side, then approve or return it with a comment.

  4. Publish

    A new version goes live. Older versions stay in the history and can be restored.

  5. Notify and learn

    People who use the procedure are told it changed. Flags and drop-offs show what to fix next.

  • Linked procedures One procedure can hand off to another, such as an identity check, and come back.
  • Step-level search Search finds the exact step, not just the document.
  • Roles Viewer, Editor, Approver and Admin each see what they need.
  • Audit log Every edit, approval and restore is recorded.
Open Ask Compass Studio

Capabilities

What’s included

Each item is marked with its real status. “In the demo” works today in the public Studio demo, which runs in your browser with sample data. “Planned” is on the roadmap and not available yet.

Workflow

  • Draft, submitted, rejected and published statesIn the demo
  • Side-by-side comparison of changesIn the demo
  • Approve or reject with a commentIn the demo
  • Version history and restore as a new draftIn the demo
  • Comments and suggested changes on stepsPlanned
  • Multi-person approvalsPlanned
  • Archived statePlanned

People

  • Viewer, Editor, Approver and Admin roles (demo switch, not sign-in)In the demo
  • Workspaces and departmentsPlanned
  • User invitationsPlanned
  • Enforced permissions per workspacePlanned
  • Reminders and email notificationsPlanned

In the demo works today in the public Studio demo (runs in your browser, sample data)In development being built now, not yet availablePlanned on the roadmap, not available yet

Related

Works together with

See it working on a sample procedure.

The Studio demo runs in your browser with sample data. No account needed.

Open Studio Explore the platform