SOPs and training

SOPs

Staff in the menu → SOPs (Clinic and Practice plans) holds how things are done at your clinic, grouped by category. Managers press New SOP: a title, a category, who it's for (team roles; none ticked means everyone) and the procedure itself (# for a heading, - for a bullet, 1. for a step). Managers can link company docs to an SOP too.

Reading and signing

Everyone an SOP applies to gets a task to read it, due in 7 days, and presses I've read and understood this. Managers see Who's read each version. When you edit an SOP, tick the significant-change box to make it a new version that everyone reads and confirms again; small corrections don't need that. SOPs don't have review dates: keep your own reviews in a repeating task. Ask in the menu answers questions from the SOPs each person can read.

Training modules

Staff → Training lists what's Required for you and other modules. Managers press New module: what it covers, a video link (YouTube, Vimeo, Loom…), an SOP to read, a short quiz with its pass mark, who needs it, how often it's redone (blank: never) and whether a manager signs off the practical part. Everyone it applies to gets a task to complete it within 7 days.

Passing and sign-off

Watch, read, then Submit answers: every attempt is kept and you can retake it. If the module needs a sign-off, a manager presses Sign off (nobody signs themselves off). A module can unlock something: taking payments at checkout, or reading clinical notes and forms. Then only people with a current pass can do it; the owner never gets locked out.

Renewals and certificates

Modules that are redone, and certificates and documents with an expiry date (HCPC, insurance, DBS, first aid and so on, on each person's training record), show Due soon in their last 60 days, with a task to renew. Team matrix (managers) shows everyone against every module, and their certificates. Training records can be imported from a spreadsheet in Settings → Import data.