SOPs — procedure, review and approval

Purpose

Document the procedure and separate editors from approvers.

Step by step#

1. 1

   Open SOPs and create a procedure using the available action.

2. 2

   Complete the title and form fields and describe the steps in the editor.

3. 3

   Add supporting materials using the screen's options and check the links.

4. 4

   If importing a file, review the suggestion and Supplementary Content before confirming the save.

5. 5

   Submit for review/approval using the procedure actions; editing does not imply approval permission.

6. 6

   Check the status and published version before using it as official guidance.

7. 7

   When the process changes, use the editing/review workflow and monitor available history.

8. 8

   Reference the procedure in work materials; do not assume mandatory playlists or reading tracking without specific configuration.