A procedure you can actually follow
Steps, checklists, photos, video, files, a table, a callout, the people to ask. Draft it. Publish it. The library holds the live set. Assigned to me is what you still have to read.
Standards
Coming soon
Write it. Know they read it.
Write the procedure. Assign it to everyone, a group, or a person. When you publish a new version, they get notified to read it. See who is current and who need to read it.
Write it. Know they read it.
The procedure, who it is for, and whether they opened the latest version.
Everyone, a group, or one person
Assign the SOP to the whole office, to a group, or to an individual. Required reading for Delivery, a policy for Finance, a week-one guide for one new hire. The assignment is who must read it.
A new version, a new notice
You publish v3.2. Everyone assigned to that SOP gets notified that a new version is ready for them to view. Reading the old one does not count. They open the latest and mark it read.
Who is on the latest
Current, old version, or never opened. Coverage per procedure. Nudge the people still on v3.1. Overdue is not a mystery in a shared drive.
Versions stay on the record
Each publish is a version. You can see what they read and when. The history sits on the procedure, not in an email that said please read the new PDF.
An owner, a draft, then live
Someone owns it. Work in draft until it is ready. Publish when it is the way the office does the work. Unpublished drafts are not assigned and do not notify anyone.
Mark it read from Assigned to me
People open what they were assigned, read the latest, and mark it done. The library is everything published. Assigned to me is the list that still needs their eyes.
Capture the steps as you work
Coming soonA plugin records the work on screen. Each click becomes a step with a picture. Clean up the wording, then publish it as the procedure. You do not type the process from memory.
How it works
Write it. Assign it. They read the latest. You see who did.
Write
Build the procedure.
Steps, photos, video, files, the people to ask. Work in draft. Publish when it is the way the office does it.
- 01Create the SOP and add the steps.
- 02Keep it in draft until it is ready.
- 03Publish a version.
Assign
Everyone, a group, or a person.
Pick who must read it. The whole office, a group, or an individual. Required reading shows up in Assigned to me.
- 01Choose everyone, a group, or people.
- 02Mark it required if they must read it.
- 03It lands on their Assigned to me list.
Notify
A new version tells them.
Publish an update and everyone assigned gets notified that a new version is available to view. The old read does not count.
- 01Publish the new version.
- 02Assigned people get the notice.
- 03They open the latest and mark it read.
See
Current, old, or never.
Coverage per procedure. Who read the latest, who is still on an old version, who has not opened it. Nudge the ones who are behind.
- 01Open acknowledgments on the SOP.
- 02See current, previous, and overdue.
- 03Nudge anyone not on the latest.
The people are already in the other apps
The Standards app holds the procedure. The person, the notice, and the help link live next to it.
Workforce
Assign an SOP to everyone, a group, or a person from the Workforce app. The people on the record are the people who must read it.
Chats
When a new version is published, assigned people get notified in Chats. The notice is to view the latest, not a PDF in a thread.
Help Desk
A procedure can send people to Help Desk when they get stuck. The SOP is how we do it. The ticket is when they cannot.
Pricing
A seat is anyone who writes a procedure or is assigned to read one.
Team
1-9 users
$6/ user / month
The full Standards app. Procedures, versions, assignment to everyone, groups, or people, read tracking, and version notices.
Studio
10-24 users
$5/ user / month
The full Standards app. Every seat at this rate once you are in the band.
Firm
25-49 users
$4/ user / month
The full Standards app. Same features, lower seat price as the firm grows.
Organization
50+ users
$3/ user / month
The full Standards app. Volume rate.
A seat is anyone licensed for the Standards app. People who write SOPs and people assigned to read them. All seats are billed monthly at the rate for your current size. The Workforce, Chats, and Help Desk apps are licensed separately.
Need more than one app? Estimate a monthly total.
Questions
How the Standards app is set up in Base Assist.
Anyone who writes a procedure, and anyone assigned to read one. If they are both, they count once.
Yes. Everyone in the office, a group, or an individual. Required reading for a group lands on Assigned to me for each person in it.
Everyone assigned gets notified that a new version is available to view. Reading an older version does not count. They open the latest and mark it read. You can see who is still on the old one.
Yes. Current, old version, or never opened. Coverage sits on the procedure. Nudge anyone who is behind.
No. Drafts are not assigned and do not send a notice. Publish when it is the live procedure.
Help with the Standards app
Procedures, versions, assignment, read tracking, and version notices.