Simple SOP Manager

Why did we build it?

​​Allows you to monitor reading of standard operating procedures (SOP) by employees, required by internal and external regulation.

What does it do?

You start by uploading or creating an SOP within the library. Specify the users/groups required to read the SOP. Once the SOP is ready, click on Generate Tasks button within the Edit Properties form of the SOP. It will generate an individual task for each user specified in Readers (group will be expanded to individual users). Users will also receive an email from the system informing them that a task has been assigned to them.

Next users will complete the tasks, you will be able to monitor this process from the SOP library, both by examining the value of Unfinished Tasks column and by expanding Read & Sign column to view the specific tasks.

Features:

• Create or upload SOPs.Collaboratively edit the SOP until final version is published.
• Specify users and/or groups required to read the SOP.
  Generating individual reading tasks.
• Monitoring completion of reading tasks
• Set up reminders for users who have not completed the tasks by the specified due date
• Set up an action to move the current set of tasks to archive and generate a new set (e.g. when year passes).

FAQs