SOP and Work Instruction Builder
This builder is for everyday administrative procedures: office tasks, software, customer service, finance and records. It is not for safety-critical, hazardous, medical or emergency work, and you confirm that before a document is made. It has no SWMS, JSA or risk-assessment templates.
Steps are numbered by their order, so moving a step renumbers everything. Add screenshots and place numbered markers on them. Create the PDF, check it, then download it and a Word file. It is made in your browser and is not uploaded or stored by Zerdly.
Downloads: PDF, Project file, Word
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How to use the SOP and Work Instruction Builder
- Pick a layout: compact, spacious with large screenshots, or editorial with steps at a glance.
- Enter the procedure title and purpose, and tick the box confirming it is administrative work.
- Add the steps in order. Upload screenshots, choose one for a step, and add callouts with optional positions across and down the image.
- Record each revision in the change log and set the current revision number.
- Choose Create document, check it under View your document, then download the PDF and Word file.
Example
A clinic front-desk instruction for entering a supplier invoice for payment, revision 1.2 with its change log.
What it does not do
- It does not check that a procedure is safe or meets any law or standard, and the document says so.
- Callout markers are placed by percentage across and down the screenshot; check them in the preview.
- The Word file carries the text, steps and change log but not the screenshots.
- A logo can be added only after confirming you have the right to use it.
- Up to 250 pages and 500 entries in any list.
Documents are made in your browser and are not uploaded or stored by Zerdly. Check the finished document before you use it.
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