Categories are used to organise SOPs into teams. We recommend that you assign categories to all of your SOPs to make it easier for you to access the SOP you are looking for. 

To assign a category to an SOP, firstly you'll need to create a collection of categories to choose from. Go to the SOPs module by clicking the 'SOPs' tab on the left menu bar. Now, click the on 'SOPs Management' tab located on the top bar menu as  shown below. 

Click on the 'Categories' tab on the top bar menu. Now, you can create categories of your choice by clicking the 'Add+' button located at the top right corner of the page. 

Give your category a name and colour, then click 'Submit' to add it to your collection of categories. 

You may also edit an existing category by clicking the editing icon located in the Tools column of the categories table.
​Note: There will always be a category present for any SOP that was not assigned a category. These SOPs will automatically be added to this miscellaneous category.  

The next step is to assign categories to your SOPs. You can do this when creating a new SOP by going to the 'All SOPs' section of the SOPs module.
Now, click 'Upload new SOP' located on the top right-hand corner of the page. In section one, the Basic Info section, you can assign a colour coded category by using the dropdown menu shown below. 

To assign categories to an existing SOP, click the editing icon located in the Tools column. Now, you can add or remove categories to this SOP and save changes by pressing 'Submit'.

Note: You need to be an admin with full permissions to be able to edit SOPs and have access to the "SOP Management" module. 

Categories can help you access the SOP you are looking for in a matter of seconds. 

To refine your search, click the 'Hide all' button which will unselect all categories. Then when you select a Category, all the SOPs in this group will be listed as shown below.