An SOP, or Standard Operating Procedure, is a written document that outlines the exact steps for completing a specific task or process within your institution.

How does SimplifyIT track SOP changes?

Each SOP includes full version control, so you can see who edited what and when. Prior versions are preserved for reference or audit.

Can employees be required to acknowledge SOPs?

Yes. You can require acknowledgment on any SOP, and view detailed logs of who has (or hasn't) confirmed reading.

Can I restrict who can edit SOPs?

Absolutely. Editors, approvers, and viewers can all be managed through role-based permissions to ensure proper oversight.

SOP Managementfor Banks and Credit Unions

Standard Operating Procedures (SOPs) are the backbone of consistent operations and compliance. But managing them in a shared drive or legacy system can lead to version confusion, unread documents, and failed audits. SimplifyIT offers a smarter way to manage SOPs - version-controlled, trackable, and always up to date.

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Why SOP Management Matters

Reduces Risk: Consistent procedures reduce operational risk and audit exceptions.
Supports Compliance: Track who has read what, and when.
Ensures Consistency: Everyone follows the same steps - across branches, roles, and teams.
Improves Efficiency: No more searching shared drives for the latest SOP version.

Built-In SOP Management Features

Version Control: Always access the most current SOP. Prior versions remain archived and timestamped.
Acknowledgment Tracking: Require staff to read and acknowledge new or revised procedures.
Audit Logging: Every edit, view, and acknowledgment is time-stamped and reviewable.
Role-Based Access: Control who can edit, approve, or simply view SOPs - from tellers to executives.
Cross-Linking: Reference policies, forms, or job aids directly from SOP pages.