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Attaching SOPs to Work Orders

Attach SOPs to work orders so the right instruction surfaces in context, with version history and role-based visibility.

Attaching SOPs to Work Orders

An SOP attached to the work order shows up exactly when the tech needs it, not buried in a shared drive they have to hunt for.

How It Works

  • Attach on template — link an SOP once at the template level and every spawned work order inherits it.
  • Attach on the fly — add a specific instruction to a one-off job when something unusual is happening.
  • Versioning — publish a new revision and OpexMX keeps the history, so you can prove which version a tech followed.

Who Sees What

  • Techs see the current published version and any attached photos.
  • Supervisors see version history and approval status.
  • Auditors see a read-only trail of which revision was used on which job.

Tips

Review your top ten SOPs every quarter. If a revision is more than a year old, it has probably drifted from how the work is actually done.