Understand the workflow before changing the inputs.

Sector tools use source references to keep operational drafts connected to the approved rule that governs the work. The sections below explain what the tool is doing, where local rules still control the task, and which steps are worth checking first.

Keep the work visible

Use support content to clarify the workflow, then return to the live task with the relevant source, inputs and local controls still in view.

Why the reference matters

A named SOP, work instruction, label or technical document makes it clear which approved source the operational draft is based on.

What to enter

Use the identifier your organisation recognises: for example an SOP code, version, effective date or controlled work-instruction name.

What the tool does not do

Typing a source reference does not validate that the document is current. The responsible organisation still owns document control and approval.

Use the support article to navigate the tool — not to replace the controlled source.

Approved labels, SDS, SOPs, contracts, site procedures and accountable decisions remain authoritative where applicable. If the workflow conflicts with a controlled source, stop and resolve the source issue first.

Use the shortest reliable path.

Work through only the checks that matter to the issue you are trying to resolve.

  1. 01

    Identify the controlled source used for the task.

  2. 02

    Enter its recognised name or code.

  3. 03

    Confirm the version through your document-control process.

  4. 04

    Escalate uncertainty instead of guessing from an outdated copy.