CrediaOps

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SOP Types: Procedure, Article, Guideline

Understand the three content types and when to use each one.

Key Points (4)

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".

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".

Guideline

Checkmark-prefixed rules. Use this for best practices, policies, or recommendations that should be followed. Steps are labeled "Guidelines".

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.