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Service SOP

  Service SOP #

Creating a Standard Operating Procedure (SOP) for services is essential for ensuring consistency, quality, and efficiency in service delivery. This guide provides a structured approach to documenting the necessary steps and responsibilities involved in your service processes. By following this SOP, employees can perform their tasks accurately, meeting both company standards and customer expectations.

 Manage service SOP #

  • It has a search bar to find specific SOPs.
  • Users can add new SOPs by clicking “Add new SOP”.
  • The page displays a table with columns for “Name”, “Service name”, and “Action”.
  • Each row represents a specific SOP.
  • Users can edit or delete existing SOPs by clicking the respective icons under the “Action” column.

Add SOP #

  • To add a new service SOP, follow these steps:
  • Navigate to the “Manage service SOP” section of the web application.
  • Click on the “Add new SOP” button. This will open a form to create a new SOP.

  • Enter the “SOP name” in the designated field.
  • Select the service from the dropdown menu.
  • Click on the “Add step” button. This will add a step to the SOP, allowing you to describe the procedure in detail.

  • The above image shows a form for adding a step to a Standard Operating Procedure (SOP).
  • The user needs to provide a title for the step, a description, and optionally upload a file.
  • They can also choose a format for the description and use the provided text editor to format the text.
  • Once finished, the user can submit the step to be added to the SOP.
  • Repeat step 5 to add more steps as needed.
  • Click on the “Save SOP” button to save the new SOP.
  • This will create a new SOP for the selected service with the specified steps.

Edit SOP #

  • To edit service SOP, click on the “Edit SOP” icon button.

  • After clicking on the “Edit SOP” the Edit Service SOP page will display.

  • After editing, click on the “Save SOP” button.

  • A success message will display.

  • Click on the “Ok” button.

Delete SOP #

  • To delete service SOP, click on the “Delete SOP” icon button in the “Action” column of the SOP table.

  • A confirmation message will display.

  • Click on the “Yes, Delete it!” button.

  • A success message will display.

  • Click on the “Ok” button.