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Edit SOP in SOPs List

Effortlessly edit and manage your SOPs with ease.

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Written by Ivan Jelinic
Updated over 3 months ago

Purpose

Elevated Signals enables you to manage SOPs seamlessly on the SOPs List page. Users can easily edit existing SOPs or create new SOPs to ensure compliance and maintain up-to-date procedures.

What can you do with it?

The Edit SOP function empowers users to keep their SOPs current and compliant. You can create a new SOP or update existing ones by adjusting their name, versioning, categorization, and archival status. Making these changes ensures that your processes reflect the latest standards and practices.

How is it done?

  1. Access the SOPs List Page:

    • Navigate to the SOPs List page to view all existing SOPs.

  2. Select an SOP to Edit:

    • Choose the SOP you wish to modify by clicking on its entry.

    • To create a new SOP, locate the Add New SOP button.

  3. Input SOP Details:

    • Name: Enter a unique and descriptive name for the SOP in the text field.

    • Major Version: Use the numeric field to denote significant updates.

    • Minor Version: Use the numeric field for minor or incremental updates.

    • SOP Categories: Select appropriate categories from the data select menu to ensure proper categorization.

    • Archived: Mark the checkbox if the SOP should be archived and not active.

  4. Save Changes:

    • Once completed, confirm your edits or new SOP details by clicking Save to ensure all data is updated in the system.

Important Considerations

  • Correctly fill in all fields to avoid errors in SOP management.

  • Review the version numbers carefully to reflect the correct type of changes—major or minor.

Best Practices

  • Regularly update SOPs to maintain compliance and reflect current practices.

  • Categorize SOPs accurately to help users find and reference them efficiently.

  • Use clear and concise names for each SOP to minimize confusion and enhance understanding across teams.

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