Navigating the App
SOP Types: Procedure, Article, Guideline
Understand the three content types and when to use each one.
Key Points (4)
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Procedure
Numbered sequential steps. Use this for processes that must be followed in order, like onboarding a new employee or handling a support ticket. Steps are labeled "Steps".
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Article
Bullet-point key points. Use this for informational content, overviews, or reference material that doesn't follow a specific sequence. Steps are labeled "Key Points".
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Guideline
Checkmark-prefixed rules. Use this for best practices, policies, or recommendations that should be followed. Steps are labeled "Guidelines".
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Choosing the right type
Pick Procedure when order matters. Pick Article when you're explaining concepts. Pick Guideline when you're setting rules. You select the type when creating a new SOP.