Defining a Standard Operating Procedure

Define an SOP with all activities.

Procedure

  1. On the user interface, click Administration > Standard Operating Procedures > SOP Definition.
  2. In the Basics section, define the basic information for the SOP.
    1. Click Create.
    2. In the Basics section, type a name and description for the SOP.
    3. If the activities need to be carried out in a particular order, select Activities are done in order in the General Settings field.
    4. Click Add References to add supplemental information.
    5. Click Next to go to the Roles section.
  3. In the Roles section, define the roles for the SOP.
    1. Select the Roles that will be assigned as Owners and Readers for the SOP created with this definition.

      • If you want the role to be able to monitor activities that are associated with the standard operating procedure, select Reader.

      • If you want a role to be able to monitor and complete activities that are associated with the standard operating procedure, select Owner.
    2. Click Next to go to the Activities section.
  4. In the Activities section, define the activities for the SOP.
    1. Click Add.
    2. If the activity is required, select Required. If not, the SOP can move on to the next activity during instantiation.
    3. Select Autostart if this activity is to start automatically without owner operation.
    4. You can select the roles for the Owners and Readers. If not, the roles are inherited from the SOP definition.
    5. Set the duration of the activity. The duration is the length the activity takes once started.
    6. Type a description of the activity.
    7. Set the Activity type.
      The options are:
      • Manual Activity
      • If-Then-Else Activity
      • Alert Activity
      • REST Service
      • SOP Activity
    8. To add more activities click Add and define the next activity for the SOP.
    9. Click Next to go to the Summary section.
  5. Review the SOP.
    1. Review the information in the summary.
    2. Click Save.
      Important: The SOP is in now draft state. The SOP must be approved before it can be instantiated.
      In the draft state, the SOP can be edited or deleted if not required.