Required Roles: Editor, Reviewer
Required Permissions: View
Standard Operating Procedure (SOP) list is a pre-configured/out of the box (OOTB) report. It is a subset of the Controlled Document Report. Report allows users to understand the landscape of SOPs within the organization. Report includes details about the SOPs like expiration/approved/effective dates, department, type of documents and control number.
Use Cases
SOP Audit: Determine a review/update schedule for content. Determine missing or out of date documents.
Build Training Courses: Use a SOP report to search for current SOPs for a subject or work stream to create a training course.
Filters and Columns
Filters
Filters narrow down the amount of data in the reports. It allows the user to pinpoint specific data and ranges to view in a report.
In the example below the Category filter refers to a department or work stream.
Categories include: Clinical Operations, Information Security and Technology, Product Development, and Quality Assurance.
Users may select a category to limit the results in the report.
Columns
In the example below, the columns available are Control Number, Document Name, Version, Approved Date, Location, Effective Date, and Expiration Date.
Items in the columns may be sorted ascending or descending.