Import or draft an SOP
Create an SOP draft from a document upload or supplied procedure notes.
- Location
- Administration → SOPs → new SOP; /manage/sops/new
- Access
- Active hotel licence and Editor or managing administrator permission. Import and AI drafting require the SOP add-on.
Procedure
- Open a new SOP and enter its title and department.
- To import, expand Upload a PDF or image and select a PDF, PNG, or JPEG file up to 4 MB and 10 pages.
- To generate a draft from notes, expand Draft with AI, enter Procedure and hotel rules, and select Create draft.
- Edit the resulting content and resolve any listed questions. Select Questions resolved in the SOP after completing the edits, then save and publish.
Controls
| Control | Function |
|---|---|
| Upload a PDF or image | Opens the upload control. Selecting a file starts the import. |
| Create draft | Generates draft content from the supplied notes. |
| Questions resolved in the SOP | Clears the draft's open-question list. |
| Save draft | Stores the SOP draft. |
| Publish | Publishes the SOP when its required fields and open-question checks pass. |