Standard Operating Procedure Wizard

The goal of this application is to build a standard operating procedure for any business, such as a workshop to create  “Job Cards” with a list of questionnaires for their operating system.

Key Features

• Users are able to generate Job Cards with the questionnaire list. 
• Ability to create multiple lists of action items for any operating procedure.
• Easy to create task orders one by one from the task templates.
• Create task dependencies to modify the task order based on the selected answer to a question.
• Ability to send the survey to the assignee by email where the assignee is able to complete the survey with a link.   

Main Flows

There are a few key flows in this build, listed below:

Create SOP Template

This Flow creates the Template SOPs with the SOP Name and the Category, followed by the List of Tasks to create for each job card with a list of questionnaires.

[FRP] Preview SOP Template

This Flow allows the user to preview their SOP Template from the Template SOP Dashboard. Clicking the name of the SOP will navigate the user to the Task Template Page for that SOP. From here, the user can preview and test their Task Templates. The Flow allows them to navigate through their questionnaire and test their task ordering, including any answer-specific ordering specified in their Task Dependencies.

SOP REST API Flow

This Flow generates the Rest API logic to create Live SOPs and send them to the assignee to complete. After creating the Live SOP, the assignee will receive an email with a link to complete the SOP. Once the assignee completes the survey, the Live SOP’s status will be automatically updated from “In Progress” to “Completed.” When the user clicks the link again, the Flow checks the status of the Live SOP.  If the status is “In progress,” it will run the questionnaire and allow the assignee to complete it. If the status is "Completed," it will show an end form message, notifying the assignee that it was already completed.  

How to Use

This section provides step-by-step instructions on utilizing the SOP Wizard. It details how to create and edit SOP Templates and how to create and assign Live SOPs. 

Creating Template SOPs

1. In the SOP Project Folder Tree, navigate to the Template SOPs Dashboard.
2. Click the “Create SOP Template” button in the top left corner. Provide an SOP Name and Category for the new SOP Template.
   
3. On the Update Tasks for SOP Form, click Add to create a new Task Template for the SOP. Fill out the Form with the desired specifications for the task. Click Save when finished.
   1. The Required checkbox determines whether or not the assignee can complete the SOP without selecting an answer for this task. Leaving this field unchecked will allow the assignee to complete the Live SOP without providing an answer to this question.
   2. The Enabled checkbox determines whether or not the task should be disabled for the assignee. Leaving this field unchecked will disable the question and prevent the assignee from modifying or providing an answer.
      
4. Once desired Task Templates have been specified, click Save. From here, the user will be navigated to the Task Template Page for the newly created SOP.
5. If additional Task Templates need to be added, click the Add Question(s) button in the top left corner of the Dashboard. Repeat the above steps for Task Template creation.
6. To create a Task Dependency, right-click on the desired question and click Add Dependency. Select a custom rule from the dropdown list or create a new rule by clicking Create Rule.
   1. Task Dependencies are used to navigate the assignee to a specific task based on the answer they selected for the current task. This is done by creating rules which check the specified answer for the current task and output what the next task order should be.

Creating and Assigning Live SOPs

1. To send the questionnaire to an assignee, a Live SOP should be created. To create a Live SOP, right-click on the SOP name from the Template SOPs Dashboard and select Create Live SOP. In the Assigned To dropdown menu, select the email address of the assignee. Then click Create.
2. The assignee will get an email with a link to the survey to complete. Once the assignee completes the survey, the status in the Live SOPs Dashboard will change from In Progress to Complete. 
3. From the Live SOPs Dashboard, the user can also close a Live SOP that is not completed. This is done by right-clicking on the name of the Live SOP and selecting Close SOP. The assignee will be unable to complete the SOP once it is closed. Live SOPs that have a status of “Completed” cannot be closed.
4. The answers for a completed Live SOP can be viewed from the Live SOPs Dashboard. Right-click on the name of the Live SOP and select View Answers.