After purchasing a subscription available at https://sop.zupria.com/, the license key will be available for activation (Image 1).
The purchased license key will have to be entered in the "License Management" page. (Image 2)
From the control panel, choose the "Module" option, and under the plugin name "Standard Operating Procedures - SOP" access "Settings". (Image 3)
After entering the license key, the page with the details of the purchased subscription will be loaded. (Image 4)
Once the plugin is activated, a page will be automatically created that will have the [procedures-home] shortcode inserted. This page will be the SOP parent page (homepage), which will contain the procedure categories, as well as a procedure search module by keyword, procedure categories, procedure departments, authors, or by publication or modification date. (Image 5)
The link of this page can be added to the menu of your site by following the following steps: in the site menu, in the Control Panel, access the option Appearance → Menus and add the "SOP - Procedures" page. (Image 6)
Procedures are organized by Categories, and each team member has access to the procedures that apply directly to them for the performance of the tasks specific to their position, but also to common procedures that concern the entire team. Each category page will only contain procedures that are part of that category. (Image 7)
The SOP notification system sends each person an email with the procedures that were added or modified since the last time they were accessed. Upon receiving the email, each person, logged into their account, must view and accept the changes made to the procedures. They are also able to view the dates when each procedure was published and updated. (Image 8)
Departments can be created from the Control Panel by selecting the Procedures – Departments menu. (Image 9)
Departments can also be added from the "Procedures" block when adding a new procedure. (Image 10)
Note: When adding a new department using the above method, after publishing a procedure, users must be assigned to the newly created department (from the Users section).
Procedure categories can be added from the Control Panel by selecting the "Categories - Procedures" option (Image 11)
or from the "Document" block when adding a new procedure. (Image 12)
A new procedure can be added by selecting the "New Procedure" option in the Procedures section.
In the procedure adding page, after changing the text of the template (functionality included in the FULL and CORPORATE subscriptions) with the data of your procedure, on the right side, select the Department of the procedure as well as its Category.
Users can be assigned to departments from the "Users" menu. (Image 13)
Select the "Management of departments" option and the users for whom the allocation to departments is desired, and the departments will be selected from the window that opens. (Image 14)
It is possible to individually assign each user to departments. This functionality is possible from the "Edit" or "Add User" screen. The "Edit Department" button in the "Manage Departments" section will open the department selection menu. (Image 15)
Functionality available in all subscription versions.
Using this functionality you can select and export procedures in PDF format. Select the desired Departments or Procedure Categories and press the "Download" button. (Image 16)
This functionality is available with the FULL and CORPORATE subscriptions.
In this section you can see a history of users who have viewed, accepted, edited or deleted procedures. (Image 17)
This functionality is available in all subscription versions.
The functionality highlights the changes made to the procedure. Thus we ensure that the recipient of the procedure has taken note of the changes. (Image 18)
From the "General settings" menu, you can choose whether to use the plugin's default style. Using a STANDARD subscription imposes a number of restrictions:
Using a FULL subscription implies:
In addition, from the "General settings" menu you can:
Using a CORPORATE subscription implies:
In addition, from the "General settings" menu you can:
When uninstalling the plugin, in the "General Settings" menu, you can choose whether you want to delete all information related to the "SOP - Standard Operating Procedures" plugin from the database.
To upgrade your subscription, you must log into your account (Image 23).
If you are already logged in, click on “My account” (Image 24)
Step 1: on your profile page, click “View license”
Step 2: click “View upgrades”
Step 3: click “Upgrade license”
Afterwards, you will be redirected to the "Checkout" page, where you can check the billing data and complete the upgrade process.