FAQ: Standard Operating Procedures - SOPs

Quick Start Video

This quick start video quickly shows you the most commonly used options. After watching this short video, you can quickly get started with the app.

To get off to a good start, first create a work instruction. You need a Manage subscription.

1. Open the menu (hamburger icon):

Hamburger menu

2. Click “Manage”:

Manage menu item

3. Press “Add Workflow”:

Add Workflow

4. Give the workflow a name and optional description:

Workflow name

5. Press “Add step” to add instructions or data input blocks:

Step type 1
Step type 2
Step type 3
Step type 4

Create a complete workflow and press Save to store the draft. Once ready, press Publish to make it available:

Save and Publish

You need an Execute subscription. Start from the main menu by pressing “Start workflow” or “Favorites”.

Start workflow

Select the work instruction you want to execute:

Select workflow

Go through the steps, fill in the requested info, and press “Save”:

Executing workflow steps

After execution, return to the menu. Use the “Completed workflows” button to review recent activity:

Completed workflows

You need an Analyze subscription. Press “Analyze” in the main screen:

Analyze button

You’ll see a list of executed workflows and their definitions. Click on a workflow to see detailed insights:

Workflow history

View who executed the workflow, when it was done, and what data was entered:

Analyze workflow results