SOPs & training
For everyone. Write, assign, and complete procedures.
- SOPs overviewFor everyone. Library, My checklist, Reports, and folders.
- Create and edit an SOPFor everyone to create; managers and admins edit org-wide.
- FoldersFor everyone. Organize the library; access can inherit from a folder.
- Assign SOPs to people and rolesFor managers, admins, and creators. Who must complete each SOP.
- Restrict who can see an SOPFor managers and admins. Limit who can open and complete a SOP.
- Track completion and export reportsFor managers and admins. Completion dashboards and CSV export.
- Complete an assigned SOPFor everyone. Open My checklist, read steps, and mark them complete.