How to Add or Update an SOP or Checklist

In the dynamic realm of CPR instruction, maintaining the highest standards of quality is not just a goal but a necessity. Standard Operating Procedures (SOPs) and Checklists stand as stalwart tools, designed to empower organizations in delivering top-tier instruction while providing instructors with structured guidance.

To seamlessly integrate SOPs and Checklists into your instructional framework, follow the outlined steps below. These comprehensive guidelines are crafted to ensure that your organization's standards are not only communicated effectively but are also ingrained in the instructional fabric.

To add a SOP/Checklist, go to Administration > Courses > SOP/Checklist

1. Click on + Add New (step 4 shown above)

2. Choose whether you are creating a Procedure or Checklist.

A Procedure functions as a dynamic guide, presenting a list of steps and tasks that furnish a comprehensive framework for completing work. This flexible approach offers guidance without imposing strict adherence. In the near future, this element will seamlessly integrate with Job Payouts, ensuring that instructors can still receive compensation even if a procedure is not fully completed.

A Checklist embodies a meticulous list of steps and tasks, dictating a precise and stringent process for work completion. Unlike a Procedure, a Checklist demands strict adherence to accomplish the defined process. In the imminent integration with Job Payouts, an instructor failing to fully complete a checklist will encounter a payout blockage until the checklist is duly and comprehensively fulfilled.

3. Next, click the + sign next to SOP/Checklist Name and select "Create Checklist"

4. Enter the name of the checklist.

5. Click the + next to the Name of list you just created and click "Add Section".

6. Enter the name of the checklist section (i.e. "Do this Before Class")

7. Next, click on + next to the section title.  There are 3 options in order to complete:

Add Sub Section - creates a sub section under the section to organize your work (maybe you want to logically look at "Inventory" for the class as a subsection and also want to ensure "Communication" as another subsection.

Add Checklist Items - adds an item with a checkbox that can be marked complete.

Add Step - adds a text box element that can further describe the process and steps you want completed.  There will be no way of marking a step complete.

After you have put together your SOP or Checklist, you can assign it to preexisiting classes or to courses.

The ability to seamlessly integrate Standard Operating Procedures (SOPs) and Checklists is a game-changer. By understanding the straightforward process of adding or updating SOPs and Checklists, instructors gain a powerful tool to ensure the highest quality of instruction. Whether it's providing flexible guidance through Procedures or enforcing precision with Checklists, these features not only streamline your workflow but also pave the way for future integrations with Job Payouts. As you embark on this journey of instructional excellence, the capacity to refine and optimize your teaching methodologies has never been more accessible. Keep enhancing, keep excelling, and keep fostering a culture of instructional brilliance within your organization.

Check out our video here!