Simplifya's SOPs feature is designed so that you don't always have to go through the process of creating an SOP assignment in order to complete an SOP. We understand that some procedures just need to be checked or completed sporadically, which is why we created the "Complete Now" feature for our SOPs. Any time you need to complete an SOP on a one-time basis, you can just click the "Complete Now" button on the Manage SOPs screen.
When to Use the "Complete Now" button
The "Complete Now" button gives you and your team an extra level of flexibility with your SOPs. With the click of a button, any user can self-assign an SOP and start checking off tasks. It's perfect for:
- SOPs that need to be done infrequently or at unpredictable times
- When an employee isn't able to conduct their scheduled assignment and someone else needs to pick it up
Completing an SOP "Now"
The "Complete Now" button is found in two places in the Manage SOPs module:
- Next to every SOP in your list of SOPs
- Above your list of tasks when viewing an SOP
Once you click the button, you'll be prompted to select the location where you intend to complete the SOP. The location dropdown will only show the locations you are attached to. After selecting a location, you'll be taken directly to the conduct SOP screen.
Note: The "Complete Now" button will only appear when an SOP has at least one task.
Can any employee use the "Complete Now" button?
Yes. We realize that you can't predict when some SOPs need to be done, and the best person to conduct it at the moment might not be a Manager.
For that reason, we made it so even Employees can choose to complete an SOP now. To make it easier for Employees to verify that they are assigning the correct SOP, they also have the ability to see the SOP before assigning it. They can't, however, edit any of the tasks or header fields within the SOP.