How to Attach an SOP Form to a Work Order
Judy
Last Update 2 months ago
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.
- Navigate to Work Order Management from the left navigation bar. 
- Click “+ Create New Work Order”. 
- Fill in the required details (Title, Priority, Location, Description, etc.). - This step is the same process as creating a standard work order. 
 

- Scroll down to the Work Order SOP Form section. 
- From the dropdown list, select the SOP Form you want to attach. 
- Once selected, the form will be linked to this work order. 

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