How to Attach an SOP Form to a Work Order

A Work Order SOP Form is designed to guide workers by providing a checklist or step-by-step Standard Operating Procedure (SOP). When attached to a work order, it ensures the assigned worker follows the correct process while completing the task.

1. Navigate to Work Order Management from the left navigation bar.

2. Click “+ Create New Work Order”.

3. Fill in the required details (Title, Priority, Location, Description, etc.).

   • This step is the same process as creating a standard work order.

1. Scroll down to the Work Order SOP Form section.

2. From the dropdown list, select the SOP Form you want to attach.

3. Once selected, the form will be linked to this work order.

1. After filling in all required details and attaching the SOP Form, click Create.

2. The work order will now include the SOP form.

   • Users assigned to this work order will see the SOP form when they open the task.

✅ Your work order is now created with an attached SOP form. Users can follow the SOP directly within the work order, ensuring the job is done correctly and consistently.