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SmartFlow - Generate SOP

Let ProcessPro generate a formal Standard Operating Procedure document (Purpose, Scope, Responsibilities, Procedure)

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

The ‘Generate SOP’ option under the AI Tools menu uses AI as follow:

  • Task Summary – AI creates a summary of the tasks assigned to each role.

  • Purpose, Scope, and SOP Objectives – AI helps create these as Custom Fields if they don't exist yet.

    • If these fields already exist, the system will use the existing fields.

    • If not, AI will generate them for you.

    • This design lets you adjust these fields for future SOP generations.

Quick Steps

  1. Select AI Tools at the top of the process map

  2. Select Generate SOP

  3. Print Options card will open. Select the page size and page orientation

  4. The SOP will download automatically in PDF format and can be accesses from your downloads

SOP Includes:

The document will be populated from the fields provided in the process and has the following headings:

  1. Process Title

  2. Version Control - stipulating the version, date, author and summary provided with the latest publish

  3. Purpose - provided in Custom Fields

  4. Scope - provided in Custom Fields

  5. Project Objectives - provided in Custom Fields

  6. Responsibilities - stipulating roles and responsibilities

  7. Procedure Steps - outlining activities

  8. Risks - as added when using the note type Risk

  9. Related Information

SOP Excludes:

  1. Process map

  2. Triggers, inputs and outputs

Take Note:

  • The person who generated the SOP will be assigned as the author of the SOP

  • All nodes are renumbered on a SOP, so the numbering does not correlate with the numbering used on the process map

Example SOP created from a generic HR process:

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