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SOP guide · Evaluated September 2026

SOP Version Control and Approval Workflows, Tool by Tool

Best SOP Software reviewers · From vendor pricing, help-centre and product pages · Evaluated September 2026

Plain answer

SOP version control means every change creates a new numbered version, the old one is kept, and a named person approves the new one before it takes effect. Tools differ most in how long they keep history: from 14 days on some plans to unlimited. Our table below shows the retention and approval step for nine SOP tools, plan by plan, from their pricing pages.

What does good SOP version control look like?

  • Every published change gets a new version number and an effective date.
  • Previous versions are kept and can be viewed or restored.
  • You can see what changed between two versions.
  • A named approver signs off, and the approval is recorded.
  • People who must follow the SOP are told, and retrained after major changes.
  • In regulated settings, the audit trail is computer-generated and time-stamped and does not obscure earlier entries (21 CFR 11.10(e)).

The life of an SOP, and which tools document each stage

SOP lifecycle stages and the tools that document features for eachSeven stages run top to bottom: draft, review, approve, publish, train, audit and revise, with an arrow from revise back to review for the next version. The table below lists the tools documented for each stage.1 DraftCapture or write the steps2 ReviewA second person checks it3 ApproveAn owner signs off4 PublishStaff can find the current version5 TrainPeople read, practise, confirm6 AuditProve who changed what, when7 ReviseUpdate and re-approvenext version

A tool is listed under a stage when its own public pages describe a feature for that stage. This shows what vendors document, not how the features perform in use. Sources are on each review.

SOP lifecycle coverage, from vendor pages
StageWhat happensTools that document it
1 DraftCapture or write the steps
  • Haiku: Chrome extension capture, AI step text
  • Scribe: Automatic capture, desktop on Pro
  • Tango: Browser and desktop capture
  • Whale: Step Recorder, Video to SOP
  • SweetProcess: AI-written drafts
  • Trainual: AI-assisted documentation
  • Dozuki: Capture expert knowledge
2 ReviewA second person checks it
3 ApproveAn owner signs off
4 PublishStaff can find the current version
  • Haiku: Link, embed, PDF, Word, PPT, SCORM
  • Scribe: Link and embed
  • Tango: Link, embed, PDF, Pins
  • Whale: Public share, embed, extension
  • Trainual: Training paths, mobile apps
  • Dozuki: Instructions on the floor
5 TrainPeople read, practise, confirm
  • Trainual: Tests, e-signatures, reporting
  • Whale: Training Flows, quizzes, read assignments
  • SweetProcess: Quizzes and tasks
  • Dozuki: Learning Pathways, certifications
  • Qualio: Training management
6 AuditProve who changed what, when
7 ReviseUpdate and re-approve
  • SweetProcess: Roll back to any version
  • Whale: Version history up to unlimited
  • Qualio: Change control
  • Trainual: Version history up to unlimited
  • Haiku: 14 days, unlimited on Enterprise
  • Tango: 14 days, 365 on Enterprise

How long does each SOP tool keep version history?

Version history retention and approval step by plan, from vendor pricing pages, fetched 27 Sep 2026
ToolPlanVersion history keptApproval stepSource
HaikuFreeNoneNoneNot describedgethaiku.ai
Pro14 days14 days
Team14 days14 days
EnterpriseUnlimitedUnlimited
TangoFree14 days14 daysNot describedtango.ai
Pro14 days14 days
Enterprise365 days365 days
WhaleFreeNoneNoneAdvance and Enterpriseusewhale.io
Scale90 days90 days
Advance1 year1 year
EnterpriseUnlimitedUnlimited
TrainualCore30 days30 daysNot describedtrainual.com
Pro90 days90 days
PremiumUnlimitedUnlimited
SweetProcessSingle planAny version (roll back at any time)Any version (roll back at any time)Manager approval of suggested changessweetprocess.com
Process StreetAll plansRestore workflow revision; retention period not publishedRestore workflow revision; retention period not publishedAll plansprocess.st
QualioAll plansAutomatic version history with immutable audit trail; retention period not publishedAutomatic version history with immutable audit trail; retention period not publishedApproval workflowsqualio.com
ScribeAll plansNot publishedNot publishedNot describedscribe.com
DozukiAll plansVersion controls described; retention not publishedVersion controls described; retention not publishedFeedback routed through approvaldozuki.com

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What does the table tell a buyer?

Unlimited history is almost always a top-plan feature. Haiku and Whale keep unlimited history only on Enterprise and Trainual only on Premium. SweetProcess is the exception, with roll back to any version on its single plan.

Short retention matters more than it sounds. With 14 days of history (Haiku Pro and Team, Tango Free and Pro), you cannot show an auditor what an SOP said last quarter unless you export and archive versions yourself.

Approval steps are less common than version history. Of the nine tools, SweetProcess, Process Street, Whale (Advance and up), Qualio and Dozuki describe an approval or sign-off step; Haiku, Scribe, Tango and Trainual do not on the pages we reviewed.

Three vendors do not publish a retention period at all (Scribe, Process Street, Qualio), and Dozuki describes version controls without a period. Ask them.

What should you ask a vendor about version control?

  1. How long is version history kept on the plan we would buy, and what happens to older versions?
  2. Can we compare two versions and see what changed?
  3. Can an SOP require approval by a named person before it is published, and is the approval recorded?
  4. Are readers notified of a new version, and can we require re-acknowledgement?
  5. Can we export the full history, including approvals, for an audit?
  6. For regulated records: do e-signatures and audit trails meet 21 CFR Part 11, and what validation documentation do you provide?

Frequently asked questions

What is SOP version control?

The practice of numbering every change to an SOP, keeping previous versions, recording who approved each one, and making sure only the current version is in use.

Which SOP software keeps the longest version history?

SweetProcess lets you roll back to any version on its single plan. Haiku, Whale (Enterprise) and Trainual (Premium) offer unlimited history on their top plans.

Does Haiku have approval workflows?

Not on the pages we reviewed. Haiku's Team plan has comments, activity logs and admin permissions, and version history is 14 days below Enterprise.