Documentation
Product documentation and user guides for trial users, customers, administrators, and operators.
Getting Started
- Introduction to TrueSOPWhat TrueSOP is and how teams use it.
- Platform OverviewCore modules: SOPs, checklists, schedules, issues, reporting.
- Tenant SetupConfigure your organization workspace.
- User ManagementInvite users and manage access.
- LocationsStructure sites, stores, and facilities.
- Roles & PermissionsRBAC patterns for administrators and operators.
SOP Management
Checklist Management
- Creating ChecklistsBuild executable checklists from SOPs.
- Checklist BuilderVisual builder for steps and logic.
- Step TypesYes/no, numeric, photo, signature, and more.
- Failure PointsDefine critical failures and auto-actions.
- Evidence CollectionPhotos, notes, and attachments on steps.
- ScoringScore runs for audit and performance views.
Scheduling
- Creating SchedulesAssign checklists to people and places.
- Recurring SchedulesDaily, weekly, and custom recurrence.
- Assignment ModesIndividual, role, or location assignment.
- Grace PeriodsLate completion windows.
- Pre-Open WindowsStart checklists before official open time.
- GeofencingLocation-bound execution with GPS.