Assign SOPs to people and roles
For managers, admins, and creators. Who must complete each SOP.
Last updated About 2 hours ago
Managers and admins, and the SOP or folder creator.
Assignment controls who must complete a published SOP. It also drives what appears on My checklist.
Everyone by default
When a published SOP is set to Everyone, every workspace member is assigned. New hires are backfilled the first time they open SOPs — they do not need a manual assignment.
Assign to specific people
To limit the checklist to selected org roles and/or members, open a SOP and click Assign. Turn on Assign to specific people, then pick roles and people. Only grantees see the SOP and get a checklist item.
Managers and admins can assign any SOP. The SOP owner and folder creator can assign SOPs they created.
Folder assignment
Folders have their own assignment dialog. SOPs inside can inherit the folder's rules or override them. Saving folder assignment resets any SOP in that folder that had custom assignment.
Aiome does not offer a due-date picker for SOP assignments in the app today.