SOPCompass
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How it works

Every part of SOPCompass, explained step by step.

  1. Boards, libraries, SOPs, cards and stepsThe five levels every SOP sits in, what you can do at each one and who can change them.
  2. Editing SOPs: cards, steps and the card editorEverything Edit mode can do, from fixing a typo in place to adding screenshots with highlight boxes.
  3. Owners, review dates and tagsOwner, review interval, next review date and tags, set from Edit mode on any SOP.
  4. Version history and restoreHow versions are recorded, what History shows and how to restore an earlier version safely.
  5. Archive and delete SOPsArchiving is reversible and open to editors. Permanent deletion is for admins and owners, and only for archived SOPs.
  6. Move SOPs and libraries between pillarsEditors can reorganize by hand at any time. SOPCompass shows who else would gain or lose access before a move that changes it.
  7. Split one SOP into severalMove some of an SOP's cards into a new SOP in one step, and undo it from History if you change your mind.
  8. AI sortBusinessA Business plan tool for admins that files an existing library of SOPs into the pillars and departments in one pass.
  9. Departments and the department switcherEvery person opens SOPCompass on their own departments, with everything else one click away.
  10. The SOPCompass Capture Chrome extensionDo a task once in your browser and get a step for every click, choice and field, with a screenshot of each. Nothing is published until you review it.
  11. Screen recordings, video imports and "Watch this step"Show a process on screen and talk it through. You get written steps with screenshots, and every step can jump to its moment in the video.
  12. Import documents, audio and videoSOPCompass reads the file or video, drafts cards and steps and tells you what it dropped or inferred. You review before anything is created.
  13. Build with AI, the AI interviewThe AI asks one question at a time, drafts from your answers and never changes your workspace until you approve it.
  14. Voice interviewsTalk through a process and the AI interviewer listens, asks follow-ups and saves the transcript as you go.
  15. Ask and your question historyAsk answers only from SOPs you can open, cites them, and keeps a private history of your questions in each workspace.
  16. Comments and @mentionsComments let the people doing the work flag what is out of date on the exact step, and bring in the right person with an @mention.
  17. Assignments and due datesAssignments put an SOP in front of specific people and show who has completed it.
  18. QuizzesOne quiz per SOP, up to 20 questions, scored on the server so the answers stay hidden until someone passes.
  19. Policy sign-offFor handbooks, codes of conduct and safety rules. Signatures record the name, the time and the exact version signed, and cannot be edited.
  20. Share links and QR codesLinks for contractors, field staff and clients. Each one opens a single SOP, read-only, and counts its own opens.
  21. Embedding SOPs in other sitesAn embed shows one SOP in an iframe on another site. It uses a share link, so revoking the link takes the embed down too.
  22. Print, save as PDF and export to WordClean printable and Word copies of an SOP, without the app's buttons, comments or progress.
  23. Search and saved SOPsThree ways to find an SOP fast, plus a private list of your own saved SOPs.
  24. InsightsBusinessA Business plan report on whether your SOPs are actually being used, and what to write or review next.
  25. People, roles and the access gridThe People page for one workspace, and the All my workspaces grid for owners and admins who run several.
  26. The accountability chartA simple tree of seats. Each seat has a title, the person in it and what they answer for.
  27. Workspace settingsEverything under People, Settings & billing, for owners and admins.
  28. Plans and billingHow plan changes, credits, cancellation, resuming and ended subscriptions work, and who can manage them.
  29. Multiple workspacesBusinessA workspace per brand or location, each with its own pillars, people and permissions, all under one account.
  30. Library sharingBusinessA shared library is read everywhere it is shared and edited in one place, so every brand is always on the current version.
  31. The installable phone appSOPCompass installs from the browser like an app, opens in its own window and always loads your latest SOPs.