Training, quizzes, assignments and sign-off FAQ
Assign an SOP, optionally gate it behind a quiz or a policy sign-off, and track completion. What each piece does and what it records.
Assignments are how SOPCompass turns a written procedure into something people actually read. You can add two optional gates on top: a quiz that has to be passed, and a policy sign-off that has to be signed. Both are on every plan.
Important: Assignments made through the API don’t send the assignment email. If you automate assignments, notify people another way. See Zapier, Make and n8n.
Every email the app sends, including the assignment email, is listed in Email notifications.
Common questions
How do I assign an SOP to someone?
Open the SOP and press Assign. Pick people, optionally add a due date and a note, and save. Each person gets an email titled 'Please read' with the SOP's name, and the SOP appears on their Assignments page. Editors, admins and owners can assign.
Can I assign an SOP to someone who hasn't joined yet?
Yes, if you are an owner or admin, since only they can invite people. Type their email in the Assign window and they get an invitation instead. The assignment is waiting for them when they accept, and their first screen is that SOP.
How do I know whether someone read it?
Each assignment records when the person first opened the SOP and when they marked it complete. Open, overdue and completed assignments are listed on the Assignments page.
Does SOPCompass send reminders for overdue assignments?
Not yet. The assignment email goes out once when you assign. Overdue assignments are marked as overdue in the app, but no reminder emails are sent, so follow up with people directly.
How do quizzes work?
An editor adds a quiz from an SOP's More menu: 1 to 20 multiple choice or true or false questions, each optionally linked to the step it tests, and a pass mark (80% unless you change it). Generate with AI drafts questions from the SOP for you to keep or discard. Quizzes are on every plan.
Can I make passing the quiz required?
Yes. When an SOP has a quiz, the Assign window lets you require it. A quiz-gated assignment completes only when the person passes a quiz attempt made after the assignment was given, so reassigning really means retesting.
Do people see the right answers?
Only after they pass. A failed attempt shows the score and the steps the quiz covers so they can reread them, but not which questions were wrong, because that would give the answers away. Attempts are limited to 5 per person per quiz per hour.
What happens to a quiz when the SOP changes?
SOPCompass notices when an SOP has been edited since its quiz was saved and flags the quiz so an editor can check the questions still match.
Where do I see quiz results?
Editors open Quiz results from the SOP's More menu to see each person's attempts and scores.
What is policy sign-off?
Turn on Require sign-off (policy) from an SOP's More menu for things like a handbook, code of conduct or safety rule. When the SOP is assigned, the person completes it by typing their name and ticking an agreement. SOPCompass records their name, the time and the exact version they signed.
Can a sign-off be edited or deleted?
No. Sign-off records are append-only; nobody signed in can edit or delete one. They are removed only if the SOP, the workspace or the person's account is deleted.
What happens when I update a policy people have already signed?
Their sign-off is shown as being for an older version. An admin can request re-signing, which gives everyone on an older version a new assignment with the note 'This policy was updated. Please read it and sign again.' The old signature doesn't count toward the new assignment.
Can I export who has signed?
Yes. Editors open Sign-offs from the SOP's More menu to see every current member and anyone who signed before leaving, with their latest signature and whether it is current, and can download the list as a CSV file.
Can a policy require both a quiz and a sign-off?
Yes. The assignment completes once the person has passed the quiz and signed.
Can I assign SOPs automatically, for example when someone is hired?
There is no HR system sync, but on Business you can assign SOPs from Zapier, Make, n8n or your own script through the API. The person must already be a member of the workspace. See Zapier, Make and n8n in the Integrations section.