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Business Standard Operating Procedure Guide

Let’s get started with using AnyDB to track and manage your business’s Standard Operating Procedures (SOPs).

AnyDB makes it simple to document, organize, and maintain SOPs across teams and departments. With customizable templates and cross-linked documentation, you can ensure your team always has access to the latest procedures, forms, and workflows—no more lost docs or outdated PDFs.

Step 1: Create a SOP Template​

Start by creating a SOP Template that reflects how you want each procedure documented. Key fields you might include:

  • Procedure Title
  • Purpose
  • Scope
  • Steps / Instructions (can use Rich Text or Checklist fields)
  • Owner / Department
  • Review Date
  • Version Number
  • Attachments (e.g., reference documents, videos, diagrams)
  • Status (Draft, Active, Archived)

Tip: You can also use cell spans and section headers to make the layout more readable.

Step 2: Create a SOP Database​

Organize your SOPs in a dedicated Database, such as:

  • Operations SOPs
  • HR SOPs
  • Finance Procedures
  • IT Processes

You can segment procedures by team, department, or type using folders, tags, or views.

Step 3: Add SOPs as Records​

Each SOP is its own Record.

You can:

  • Create SOPs manually using the template
  • Use a form to allow teams to submit proposed SOPs
  • Import SOP data from Excel, CSV, or other tools

Ensure your SOPs include versioning and status fields to track revisions and approval workflows.

Step 4: Attach Supporting Records​

Rather than cramming all SOP context into one document, attach related items as needed:

  • Approval Logs – Sign-offs by department heads or compliance teams
  • Training Records – Documentation showing team members completed training
  • Checklists or Audit Logs – Usage logs for SOP implementation

Use the “+ Attach” feature to link these sub-records to the main SOP.

This keeps your SOP system modular, organized, and extensible.

Step 5: Share, Review, and Maintain​

With AnyDB, you can:

  • Share SOPs securely with internal teams or external auditors
  • Use views to track SOPs by department, status, or upcoming review dates
  • Get notified when SOPs need revision or review
  • Export SOPs as PDF or Excel for compliance reporting
  • Track all changes with full version history and cell-level audit logs

Pro Tip: Use Forms for SOP Proposals​

Create an internal Form for teams to propose new SOPs or suggest revisions. You can route these to department leads for approval and track their implementation.

Need help setting up your SOP management system? Contact our solutions team for help tailoring a structure that works for your team.

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