Let's review the structure of the detailed edit screen. It is organized as follows.
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Confirm and Save bar
You can save and restore edits, confirm deliverables, and publish or request approval.
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Information menu selection
You can select the information to edit. By default, it is the "Edit menu" for step details.
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Edit main area
You will primarily make edits in this area.
Select storage folder
SOPs are managed by folder. Let's select the storage folder for the SOP you created.
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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 on the desired folder (in this example, click "Temporary folder").
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You can see the contents of the folder. Click "Select this folder".
Edit SOP title and overview
When viewing the SOP list from a folder, let's edit the title and overview so that people searching for it can easily understand the SOP content.
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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 the SOP from a video, you can see the AI-generated title and overview in the initial values. Edit them as needed.
*If you have a Pro plan or higher, you can regenerate the title and overview from the current step details.
Publish
This is the final step! Once you've finished editing, publish the SOP so that other members can view it.
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Click "Publish" on the right side of the Confirm and Save bar.
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Edit the revision details (initial publication, etc.) and click "Execute".
*If a group is assigned to you and an approval workflow is set up for that group, a request screen will appear for approvers.
Great work! Your SOP has now been published ◎
Keep uploading videos and publishing SOPs!
Next step > Step 5: Set up your group (for administrators)