Create and edit an SOP

Any member can create a SOP. The SOP owner, plus managers and admins, can edit it, change its status, assign it, and delete it.

Create a SOP

1. Open SOPs and go to Library or a folder.

2. Click New SOP in the header.

3. Enter a title and choose who can see and complete it — everyone, restricted to specific people and roles, or the folder default if the SOP lives in a folder.

4. Click Create SOP. The SOP opens in edit mode as a draft.

Edit and publish

On an existing SOP, click Edit. Change the title, icon, folder, steps, and step content. Add steps with the + in the steps panel. Reorder by dragging.

Click Save when you are done. Use the status control to move between Editing and Published. Only published SOPs appear on other people's checklists.