SOP Definition
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      3. SOP Definition

      SOP Definition.

      An SOP (Standard Operating Procedure) tells what to do when a certain alert is generated.
      It helps by giving clear steps or guidance to the user, based on company rules or other needs.

      Watch : How to Configure SOP definition.

      To Get Started

      • Log in to your account.
      • Go to Settings > Master > SOP Definition.
        • you will find the list of previously created SOP

      • To  create a new SOP click on the ➕ button on the taskbar.
        • Select Reseller from the drop-down.
        • Select Company from the drop-down.
        • Select Branch from the drop-down.
        • Select Alert type from the drop-down.

      Please Note : In Alert Type you can select alert based on your requirements.

        • In the SOP Box, write your instruction for the specific alert.

        • Click on the Save 💾 icon to save the SOP.
      • Once the SOP is saved you can click on this icon on the overview screen to view the SOP.
      • Additionally we Have given a report in alert where you can see the alert and the SOP on the same page.
        • go to Reports - Alert - Alert Status.

        • You can also add comment for the alert from here as well by clicking on the icon.
        • a comment box will open.

        • Click on Reason to add a reaon for the alert.
          • you will find an Add New option where you can list new reason.
          • write a reason that will be dispayed in the Reason coloum of the report.
        • Write the comment for the Alert and Click on Save to save the comment.

        • Once a comment is made the Red icon will turn Green .
        • You can click on the Icon to view the comment.
        • You can click on this icon to download report with comment in eithe xls or pdf.