SOP library

In simple words

SOP library is part of SOPs & Policies. Procedures with categories, owners and versions. This guide takes you through it in 8 short steps.

Where it fits in your work — Write. Use the block editor or a template; every change creates a new version.

Before you start

• You need to be signed in to your company's workspace. SOPs & Policies appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• SOP library belongs to Library in SOPs & Policies. Procedures with categories, owners and versions.

Step by step

1. 1

   Step 1

   Open SOPs & Policies

   Sign in and open the SOPs & Policies panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “SOP Library”

   In the left menu, click “SOP Library”. The “SOP Library” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Title, SOP ID, tag, owner, version…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Status
   • Department
   • Function
   • Process
   • Category
   • Priority
   • Confidentiality
   • Owner
   • Author
   • Panel
   • Needs attention
   • Updated
   • Compliance
5. 5

   Step 5

   Read the list

   Each row shows:

   • SOP
   • Department
   • Category
   • Owner
   • Version
   • Status
   • Review
   • Expiry
   • Acknowledged
   • Updated
6. 6

   Step 6

   Add a new one

   Click “New SOP” to add one. A form opens for the details.

7. 7

   Step 7

   Other actions on this screen

   You will also see these buttons:

   • CSV
   • Excel
   • SOP
   • Department
   • Version
   • Status
   • Review
   • Expiry
8. 8

   Step 8

   Done

   Procedures with categories, owners and versions.

Tips

• You can use more than one filter together (Status, Department, Function) to see exactly the records you want.
• The search box accepts: Title, SOP ID, tag, owner, version…. Start typing and the list narrows down.
• Use “CSV” or “Excel” to download what you see, for example to share it or keep a copy.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SOPs & Policies → Open “SOP Library” → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• HR & Payroll

  New joiners receive their procedures.

• Legal & Documents

  Policies that need signatures.

• Team Chat

  Notify people of new or updated procedures.

What you will see on this screen

These are the parts of the SOP Library screen, exactly as they appear in the product.

Why use SOPs & Policies

SOPs & Policies replaces sop & policy management tools, on the same login and the same data.

• One current way of working — versioned and owned
• Prove who has read and acknowledged each procedure
• Faster onboarding with assigned procedures
• Reviews never lapse — reminders go out automatically

Who uses SOPs & Policies

• Process owners

  Create and maintain procedures with versions and review dates.

• Managers

  Assign procedures to people, teams or departments.

• Employees

  Read what is assigned and acknowledge it.

• Compliance & audit

  Check acknowledgement and review reports.

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