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SmartFlow - Generate SOP

Let ProcessPro generate a formal Standard Operating Procedure document (Purpose, Scope, Responsibilities, Procedure)

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 2 weeks ago

Quick Steps

  1. Select AI Tools at the top of the process map

  2. Select Generate SOP

  3. Print Options card will open. Select the page size and page orientation

  4. The SOP will download automatically in PDF format and can be accesses from your downloads

SOP Includes:

The document will be populated from the fields provided in the process and has the following headings:

  1. Process Title

  2. Version Control - stipulating the version, date, author and summary provided with the latest publish

  3. Purpose - provided in Custom Fields

  4. Scope - provided in Custom Fields

  5. Project Objectives - provided in Custom Fields

  6. Responsibilities - stipulating roles and responsibilities

  7. Procedure Steps - outlining activities

  8. Risks - as identified by SmartFlow

  9. Related Information

SOP Excludes:

  1. Process map

  2. Triggers, inputs and outputs

Take Note:

  • The person who generated the SOP will be assigned as the author of the SOP

  • All nodes are renumbered on a SOP, so the numbering does not correlate with the numbering used on the process map

Example SOP created from a generic HR process:

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