Appendix F: Action Summary

F-1

There are several possible actions that may be necessary in maintaining OSMRE’s Directives 

and SOPs System. Different actions may employ different templates, review requirements, and 

signature authorities. This appendix provides summarized action-specific guidance for available 

proposed action for both directives and SOPs.

For any questions or guidance about a specific directive or SOP action please contact the 

Directives Coordinator.

Terms:

Template: Document that provides information on format. If needed, editable templates are 

available for distribution from the Directives Coordinator. 

Red Line Version: Whether a document that utilizes track changes to demonstrate where there 

are edits to the currently published version of materials is required (Yes/No).

Clean Version: Whether a document that shows all proposed changes to materials integrated 

without any markup is required (Yes/No).

Formal Review: Whether review for comment and suggestion by the AD/RD/SOHs that sit on 

OSMRE’s Executive Council is required (Yes/No). 

Signature Authority: Whose signature is required for issuance.

Web Procedures: What actions take place on OSMRE public or internal webpages if proposed 

action is approved.

File Custody: What parties are responsible for maintaining what documentation.

Guidance: Action-specific considerations and recommendations for the proposed action
 Appendix F: Action Summary

F-2 

Directive Actions

Action Template Redline Formal 

Review

Signature 

Authority Web Procedures File Custody Guidance

Create New 

Directive

Directive 

Template, 

OPM-1 

Appendix B

No Yes Director

Directives Coordinator initiates; 

OC approves posting to OSMRE 

public web page.

Program Area maintains 

editable version. 

Directives Coordinator 

maintains materials per record 

retention policies. 

The base directive and any appendices 

should be created as separate files. New 

subject codes can be designated if 

appropriate. 

Update 

Existing 

Directive

Directive 

Template, 

OPM-1 

Appendix B

Yes Yes1 Director

Directives Coordinator initiates;

OC approves posting to OSMRE 

public web page.

Program Area maintains 

editable version. 

Directives Coordinator 

maintains materials per record 

retention policies.

Review existing change notices for 

inclusion or recission.

All actions to update the base directive 

can be processed as one directive action.

Appendix 

Update 

Policy 

Change

Directive 

Template, 

OPM-1 

Appendix B

Yes Yes1 Director

Directives Coordinator initiates;

OC approves posting to OSMRE 

public web page.

Program Area maintains 

editable version. 

Directives Coordinator 

maintains materials per record 

retention policies.

Review existing change notices for 

inclusion or recission.

All actions to update the base directive 

can be processed as one directive action.

Appendix 

Update No

Policy 

Change

Directive 

Template, 

OPM-1 

Appendix B

No No N/A

AD/RD/SOH submits directly to 

Directives Coordinator who

initiates; OC approves posting to 

OSMRE public web page.

Responsible AD/RD/SOH 

retain all versions of previously 

used appendices for reference.

Complete Appendix Revision Log, OPM1 Appendix E. 

Rescind 

Directive

Change Notice 

Template, 

OPM-1 

Appendix C

No Yes Director

Directives Coordinator initiates; 

OC approves posting of Change 

Notice to OSMRE public web 

page. Rescinded Directive

materials are provided to OC by 

Directives Coordinator to be

archived on intranet.

Directives Coordinator 

maintains materials per record 

retention policies.

If the directive proposed for rescission 

has subsequent change notices all may 

be put forth for rescission in the same 

Change Notice.

1 Minor typographical updates or higher-level mandated changes may be eligible to skip formal review process and go directly to Director for action. Consult 

with Directives Coordinator. 
 Appendix F: Action Summary

F-3 

SOP Actions

Action Template Redline Formal 

Review

Signature 

Authority Web Procedures File Custody Guidance

Create New 

SOP

SOP 

Template, 

OPM-1 

Appendix D

No No AD/RD/

SOH2

AD/RD/SOH sends finalized 

version to OC for posting on 

OSMRE Intranet; OC posts on 

Intranet.

Program Area maintains an 

editable version of original 

for future maintenance 

activities.

Preparers should attempt to follow 

the SOP template’s format; 

however, AD/RD/SOH elect to 

deviate from format if it better 

serves SOP usability.

Update

Existing

SOP

SOP 

Template, 

OPM-1 

Appendix D

No No AD/RD/

SOH2

AD/RD/SOH sends finalized 

version to OC for posting on 

OSMRE Intranet; OC posts on 

Intranet.

Program Area maintains an 

editable version of updated 

SOP for future maintenance 

activities.

Maintain historic versions per 

record retention policies.

If the update to SOP materials 

represent only minor or 

administrative changes the 

responsible AD/RD/SOH may 

exercise discretion in determining 

if affected AD/RD/SOH review is 

necessary before finalizing.

Rescind SOP None No No N/A

AD/RD/SOH sends request to 

rescind a SOP to OC; OC rescinds 

the requested SOP.

Program Area maintains

historic versions and 

recission notification per 

record retention policies.

There is not a current template 

required for rescinding SOPs but a 

written artifact such as an email, an 

electronic letter, or memoranda 

including the recission request and 

high-level reason to rescind may be 

beneficial for record keeping 

purposes.

2 Assistant Directors and Regional Directors are generally the SOP issuing authority for activities within their AD/RD organization. However, this authority may 

be delegated to Field Office Directors, Division Chiefs, or equivalent positions within the AD/RD organization.