Build your SOP and process documentation app.

How to build your sop and process documentation app

1. 1

   Describe the job

   Give operating procedures a clear version, owner and exception path.

2. 2

   Review the first version

   Choose how the procedure author records the procedure and how the process reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your sop and process documentation app

• Keep the procedure in context

  Keep procedure, owner, version, step, exception and review date together so the next person can understand the request or record.

• When the next step needs a decision

  A procedure describes a handoff without identifying its receiving owner. Add the owner and acceptance condition before approving the documented process.

• Keep review date visible

  Keep a changed procedure awaiting review before presenting it as current.

• Choose what each person needs

  Give the procedure author a working view and the process reviewer a review view. Keep procedure and owner attached to the decision as the work moves between them.