New SOP

In simple words

New SOP is part of SOPs & Policies. Block editor with templates. This guide takes you through it in 5 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.
• New SOP belongs to Library in SOPs & Policies. Block editor with templates.

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 “New SOP”

   In the left menu of SOPs & Policies, open the page called “New SOP” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Fill in the details

   Complete the fields on the form:

   • Title
   • Department
   • Template
   • Function (optional)
   • Process (optional)
   • Category (optional)
4. 4

   Step 4

   Save it

   When the details are right, click “Create draft & open editor” to save.

5. 5

   Step 5

   Done

   Block editor with templates.

Tips

• You can use more than one filter together (Title, Department, Template) to see exactly the records you want.
• The search box accepts: e.g. Employee Onboarding Procedure. Start typing and the list narrows down.
• 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 “New SOP” → Fill in the details → Save it → 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 New SOP 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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