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Create SOP
Create a Standard Operating Procedure manually or with AI Assist.
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Standard Operating Procedures
Create and manage your Standard Operating Procedures (SOPs), yourself or with AI.
Instructions:
• Level 1–2 view saved PDFs. Level 3+ can create/edit SOPs and use AI Assist; Level 4 can delete.
• SOPs and documents are grouped by Company Sites and Other / Client Sites / Company Wide SOPs. SOPs saved to All Sites / Company Wide are listed in that section.
• Offline light: a red dot means this device is offline; no dot means it is online. Offline Field Use keeps a small recent SOP set; older SOPs, PDFs, uploads and delete need internet.
• Draft PDF stays editable. Approve creates the final history PDF; older approved PDFs remain in history.
Standard Operating Procedures