Why Use SOPs and SOP Categories?
When you have many forms, finding the right one can become cumbersome. SOPs and SOP Categories allow you to organize forms into logical "folders" or categories, making it easier to locate and manage them.
Enabling SOP Categories
Step 1: Access Facility Settings
Click on the Facility option in the left-hand menu.
In the subsequent menu, select Settings to access the facility settings.
Step 2: Enable SOP Categories
Scroll down to the Quick Records section in the facility settings.
Check the option Use SOP Categories to enable it.
Scroll to the bottom of the page and click Save Facility Settings to apply the changes.
Setting Up SOP Categories
Step 1: Create an SOP Category
After enabling SOP Categories, go to the Quality section in the left-hand navigation bar.
Select SOP Categories from the menu.
Click Create SOP Category to add a new category (e.g., "Cultivation" or "Processing").
Step 2: Create and Assign SOPs
Navigate to the SOPs section under Quality.
Create a new SOP or select an existing one.
Assign the SOP to one or more SOP Categories by selecting the relevant categories from the SOP Categories dropdown.
Save your changes.
Associating Forms with SOPs
Step 1: Access Form Management
Go to the Form Management section in your account.
Locate the form you want to associate with an SOP.
Step 2: Assign the Form to an SOP
Select the form you wish to update.
In the form settings, relate the form to the appropriate SOP by selecting the corresponding SOP from the dropdown menu.
You can also do this at the form creation step.
Step 3: Release the Form
Make sure the form is marked as "Released" so that it becomes visible and usable in the system.
Using SOP Categories in Quick Records
Step 1: Access Quick Records
Click on the Quick Records icon in the top right of your screen.
Step 2: Navigate Through SOP Categories
Instead of a long list of forms, you'll now see a list of SOP Categories.
Click on a category to see the SOPs within that category.
Select an SOP to view and access the related forms.
Conclusion
Organizing your forms using SOPs and SOP Categories can significantly improve your workflow by making forms easier to find and manage. If you need to move from a non-SOP-controlled system to an SOP-based organization, you'll need to categorize and assign your existing forms accordingly.