Once you save an SOP Template to your SOPs, it will be listed in your Manage SOPs module. At this point, you'll be able to edit all parts of the SOP and begin assigning it.
|Tip: Don't change the names of Simplifya templates after saving them. This will make it easier to track which template (and package) an SOP came from.|
Best Practices for Working with Saved Templates
To make it easier to track saved templates, as well as to ensure edits don't create any gaps in compliance, we recommend the following best practices:
- Don't change the name of your SOP (even when creating new versions)
- Don't remove any tasks that have a citation attached to them (and be careful when editing such tasks)
- Don't remove any key ideas in the header fields (in particular, mentions of citations)
- Do add additional citations for other sets of regulations you might need to comply with
- Do add other pieces of information to the header fields that your employees will find useful
- Do check the SOP packages for updated versions if the regulations change
And remember to be smart when creating new versions of your SOP, because smart versioning is your best friend when documenting your history of compliance. To freshen up on SOP versioning, read How to create a new version of an SOP.
How do I know if I've already saved a template?
The system tracks templates that you've already saved to your SOPs. Once you've saved a template, you'll be able to see the name of your current version any time you go back to preview that template. A red banner will appear alerting you that you've already saved this template, and you'll also have links to all versions in your SOPs.