VerityBeyond BPM - GRC   SOP Policy Management

In the SOP Policy Management view we can define the standard operating procedure steps.
To initiate a new SOP design workflow, select Design SOP Workflow New SOP class enter the name of the SOP class, and save it.

In the same way, to define the steps for the workflow click on Design SOP Workflow Safety Policy Risk Playbook select your workflow name in the steps table add the steps for the workflow. Note each step in the workflow should be brief and less than 8 words to keep it short and concise.

VerityBeyond BPM-GRC | New SOP Policy Class

To create an SOP Policy Class, the first step is to establish the product or service NAME, which will later be linked to the SOP Policy. Once this is done, you can proceed to the Design SOP Workflow page to complete the process. Make sure you select the right SOP TYPE from the pull down menu. An SOP policy represent a business process in your organization or your functional practice area. Subject matter experts create the business processes after consulting with their business stakeholders. This blue-print sets the standard for what process will be followed when processing that type of request. Business users, risk managers, IT systems engineers can create their work specific SOP design workflows based on their requirements and use cases. If you can describe your process in a short series of steps.

 New SOP Policy Class 

 How to design SOP Workflows

Design SOP Workflow

You will see the SOP design studio user interface view, here you can add the steps for the main workflow. The steps are the items that we need to complete to process the customer order or service request. When designing SOP workflow here are some best practices to follow

1. Keep the total number of workflow steps to be around 5 SOP steps. Brevity, conciseness and simplicity makes it easier for your business process to be followed.
2. If the workflow is very detailed involving a large number of steps, try to break it down into logical sequential substeps, and use a number convention, for example, Order workflow - stage 1, Order workflow stage 2, Order workflow stage 3 ...
3. The content also in each of the steps should be short, concise and brief
4. You can also attach a document giving detailed explanations, every SOP workflow will reference this document in the attachments UI, you can use this if you need to add detailed explanations

This section provides users with essential tools for managing Standard Operating Procedures (SOPs). The menu offers options to design SOP workflows, search SOP runs, and create new SOP classes. SOP's outline step-by-step procedures and workflows for specific tasks or processes. Users can easily access and review SOP workflow steps, ensuring clarity and adherence to established protocols.

 Design SOP Workflow 

Searching SOP Runs

Start by searching for the SOP name or ID even Customer Name, by clicking on in you will have access to the STEPS part of the Design SOP process.

 Searching SOP Run