FAQ: Standard Operating Procedures - SOPs

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

1. Open the menu (hamburger icon):

2. Click “Manage”:

3. Press “Add Workflow”:

4. Give the workflow a name and optional description:

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

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

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

Select the work instruction you want to execute:

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

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

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

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

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