The Action menu lets you quickly edit, duplicate, delete, or manage access for any SOP, helping you maintain and control SOPs efficiently.

Edit SOP #

Allows you to modify the SOP’s content—such as updating steps, sections, instructions, media, and formatting. Ideal for keeping procedures current and accurate.

Steps to Edit SOP

1. Find the SOP you want to edit in the SOP list.
2. Click the three dots (⋯) next to the SOP title.
3. Select “Edit” from the dropdown menu.
4. The SOP will open in the editor for you to make changes.

Duplicate SOP #

Creates a copy of the selected SOP with all its content. Useful for creating similar SOPs without starting from scratch.

Steps to Duplicate SOP

1. Locate the SOP in the list.
2. Click the three dots (⋯) next to the SOP title.
3. Select “Duplicate” from the dropdown menu.
4. A copy of the SOP will be created and added to the list (usually titled “Copy of [SOP Name]”)

Delete SOP #

Removes the SOP permanently from the system. This action should be used carefully, as it cannot be undone.

Steps to Delete SOP

1. Find the SOP you want to delete in the list.
2. Click the three dots (⋯) next to its title.
3. Select “Delete” from the dropdown menu.
4. Confirm the deletion when prompted

Manage Access #

Let’s you control who can view, edit, or publish the SOP. You can assign access by selecting specific users or groups.

Steps to share access of SOP

• In the SOP list, click the three dots (⋯) next to the SOP title.
• Select “Manage Access” from the dropdown menu.
• In the Users section, add or remove individual users.
• In the Groups section, select or deselect groups to control group-level access.
• Changes are saved automatically or with a Save button.