Assigned SOPs

In simple words

Assigned SOPs is part of SOPs & Policies. What you must read and acknowledge. This guide takes you through it in 6 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.
• Assigned SOPs belongs to Library in SOPs & Policies. What you must read and acknowledge.

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 “Assigned SOPs”

   In the left menu, click “Assigned SOPs”. The “Assigned SOPs” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

   Read the list

   Each row shows:

   • SOP
   • Version
   • Assigned by
   • Due
   • Checklist
   • Viewed
   • Status
6. 6

   Step 6

   Done

   What you must read and acknowledge.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• 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 “Assigned SOPs” → Find what you need → Narrow the list → Read the list → 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 Assigned SOPs 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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