Procedures & Steps
Start Assignments by Email or Link
Step-by-step instructions: Start an Assignment by e-mail, web link, or QR code
Describe When to Start a Procedure
Step-by-step instructions: Document the situations that should prompt starting a Procedure
Hand Off to the Following Procedure
Step-by-step instructions: Start the next Procedure automatically when an Assignment completes
Schedule Assignments
Step-by-step instructions: Start Assignments of a Procedure on a recurring schedule
Triggers Overview
Overview: Start Assignments automatically or on demand
Relate Procedures
Step-by-step instructions: Relate Procedures that precede, follow, or are alternatives to each other
Require Approval on a Step
Step-by-step instructions: Require sign-off on a Step's work
Define Procedure Roles
Step-by-step instructions: Name who does a Procedure's work by Role
Add Entry & Exit Criteria
Step-by-step instructions: Describe what work should wait for, and what should be true when it's done
Add Materials & Tools
Step-by-step instructions: Add the Supplies, Deliverables, and Tools a Procedure's work uses
Define Procedure Fields
Step-by-step instructions: Define the typed values a Procedure takes in and produces
Generate a Procedure with SOP Savant
Step-by-step instructions: Draft a complete Procedure with AI from an interview or an existing SOP
View Procedure Steps
Step-by-step instructions: Navigate to the Procedure Step list and toggle Steps open/closed
Use the Rich Text Editor
Step-by-step instructions: Format text, improve it with AI, and strengthen instructions
Procedure Writing Best Practices
Overview: Tips for writing effective outline-based standard operating procedures
Procedure Steps Overview
Overview: Making Changes to Procedure Steps and Substeps
Navigate to a Procedure
Step-by-step instructions: Find and select a Procedure
Create a Procedure
Step-by-step instructions: Create a Procedure, an outline of work instructions
Add Steps to a Procedure
Step-by-step instructions: Create Steps and Substeps in a Procedure
Reorder Procedure Steps
Step-by-step instructions: Change the order of Steps and Substeps
Filter or Search Procedures
Step-by-step instructions: Filter or Search your Procedures
Promote/Demote Procedure Steps
Step-by-step instructions: Indenting, and outdenting Procedure Steps
Update Procedure Step Name or Detail
Step-by-step instructions: Change Procedure Step title or explanation
Delete Procedure Steps
Step-by-Step Instructions: Remove Steps and Substeps from a Procedure
Update Procedure Info
Step-by-step instructions: View or change a Procedure's descriptors, categories, Materials & Tools, criteria, and related Procedures
Update Procedure or Step Default Assignee
Step-by-step Instructions: Save time with Default Assignees
Update Procedure Publish/Draft Status
Step-by-step instructions: Publish a Procedure draft
Update Procedure Archive Status
Step-by-step instructions: Archive an outdated Procedure
Move or Copy a Procedure
Step-by-step instructions: Move or copy Procedures within and between Portfolios and Organizations
Print or Export a Procedure
Step-by-step instructions: Print or Export Procedure
Delete a Procedure
Step-by-step Instructions: Permanently remove a Procedure
View Activity History
Step-by-step instructions: Audit activity history for Procedures, Steps, Assignments, and Tasks