Operating procedures

DNA SOP

Turn know-how into repeatable work.

Document how work gets done, who owns it, and where the next person can find the current procedure.

Current interface · Sample workspace

Read the film transcript

Could someone else run this work tomorrow? Create a procedure, then capture its responsibilities, instructions, and review requirements in the editor. Use the library to check the current version, owner, and status before following the procedure. The film shows sample workspaces.

Workflow walkthrough

A task depends on who’s on shift.

Open each step to see the decision and the product screen behind it.Each step opens as you reach it. You can also open or close any step.

01Identify the work and its owner

Start with a recurring activity and decide who will own and review the procedure.

Procedure workspace overview · Sample workspace

02Document the steps and exceptions

Use the procedure editor to capture instructions, responsibilities, and what someone should do when the usual path breaks down.

03Find the current version

Use the library to check the procedure’s status, version, and owner before following it.

Additional interface walkthrough

This earlier recording provides more context. The screens above show the current interface.

Evaluate the fit

Start with one real example.

Bring one recurring task, who performs it, and an example of where the normal process breaks down.

Discuss a procedure