Folders of step-by-step SOPs, assigned to a role or a person, with a checklist and a report so you can see who has finished.
A folder per way the business runs, and each SOP broken into steps with the pictures and video the job actually needs — so nobody is retyping the process into chat.
Give an SOP to a role and everyone in it has to complete it — including the person you hired this morning. Grant it to a person when it is just for them.
My checklist is your own training. Reports is the same list for the whole company, by SOP or by person, with a CSV when you need it outside Aiome.
Onboarding, release, support — give it a folder, and every SOP that belongs there sits in one list, with a count so you can see how full it is.
Most folders are open to the whole workspace. A sensitive one is granted to named people or to a whole role, and SOPs inside it follow that unless you override them.
A new SOP starts as Editing — a draft only its owner, its assignees and your admins can open. Publish it when the team should follow it.
Each step has a title and a page of rich text — headings, lists, images and a video that plays in place — so the person doing it is not hunting through a wall of prose.
Complete a step and the next one is waiting. Previous and Next keep the SOP readable; the checklist counts the steps off as they finish.
A step can be limited to a role or a person. Everyone else with the SOP still sees the rest; they just don't see that step.
Leave it open and the whole workspace is on the hook. Flip Assign to specific people and pick the roles and names who must complete it.
Anyone in Customer Success — including the person who joined this morning — lands on that SOP's checklist without anyone editing a spreadsheet of names.
An SOP can inherit its folder's assignment, or override it. Saving a folder's assignment resets any SOP inside that had gone its own way.
Listed next to the library: every published SOP you have to complete, with who assigned it and the role it came through.
Open one and pick up the step you were on. A bar counts the steps; filter the list to Not started, In progress or Completed when you only want today's pile.
Join a role that already has SOPs and they appear on your checklist. There is nothing to enroll in and no second app to log into.
One tab is every SOP and how far its assignees have got. The other is every person and the SOPs on their list. Both sort, and both filter by status.
Default sort is average completion, lowest first. Filter by not started, in progress or completed, and search when the list is long.
Export CSV of the current filters — the same rows you are looking at, for payroll, for a board pack, or for whoever still lives in a spreadsheet.
SOPs and training are one of the apps in Aiome. These are the ones they lean on most.
Where an SOP gets @mentioned, so the process sits next to the conversation about it.
The work an SOP is the written procedure for, @mentionable the same way the SOP is.
The roles an SOP is assigned to, so joining a team is what puts the process on somebody's list.
No. SOPs and training are part of the platform on every plan. Free covers up to 3 people and 3 SOPs; Business is $19 per seat per month with unlimited SOPs and seats.
Admins and managers. They create folders and SOPs, publish them, assign them, and run Reports. Everyone else works from My checklist and from the library of SOPs they can see — reading them and completing the steps.
The rule lives in the database, not the app. A restricted SOP is visible to the people and roles you granted, whoever owns it, and your admins. Managers who were not granted it do not see it — including while it is still a draft. An unpublished SOP (Editing) stays off everyone else's checklist until it is Published.
Yes. Assign an SOP to a role and anyone in that role is on the hook, including people who join it later. The SOP appears on their My checklist the first time they open SOPs — there is nothing to enroll them in by hand.
Yes. A step can be limited to specific roles or people. Everyone else with access to the SOP still sees the rest of it; they just don't see that step. The reader tells them some steps are hidden based on their access.
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