Let's review the structure of the detailed edit screen. It is organized as shown below.
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Confirmation and Save Bar
Save or restore edits, confirm deliverables, and publish or request approval.
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Information Menu Selection
Select which information to edit. By default, this is the Step details edit menu.
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Edit Main Area
This is where you do most of the editing.
Select storage folder
SOPs are organized by folder. Select where to store your newly created SOP.
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Click "Basic information" in the information menu selection area.
- Click "Select folder".
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A folder list will appear. Click your desired folder (in this example, click "Temporary folder").
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You can see the folder contents. Click "Select this folder".
Editing SOP Title and Overview
When viewing SOPs from a folder list, it's helpful to edit the title and overview so viewers can easily understand the SOP contents and search for them.
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(If you haven't changed the menu yet) Click "Basic information" in the information menu selection area.
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If you created an SOP from video, you can see the AI-generated title and overview description in the default values. Edit as needed.
*If you have a Pro plan or higher, you can also regenerate from the current step details.
Publish
This is the final step! Once you've finished editing, publish so other members can view the SOP.
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Click "Publish" on the right side of the Confirmation and Save Bar.
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Edit the revision details (such as "Initial release") and click "Execute".
*If an approval workflow is configured, an approval workflow selection screen will appear. Select an approval workflow and, if needed, designate an approver and click "Send the request", and the request will be sent to the approver.
Excellent work! Your SOP has been published.
Keep uploading videos and publishing more SOPs!
To see whether your published SOP is actually being viewed in the field, check the Usage Report.
Next step > Step 5: Set up groups (for administrators)