What Standard Operating Procedures Does
Standard Operating Procedures in the Client Dashboard gives your team a single, versioned source of truth for how things should be done. SOPs are stored alongside your project data, accessible to the right people, and updated without the confusion of competing document versions.
These are not static PDFs buried in a shared drive. They are living documents that your team references in the same platform where they do the work.
Who It Is For
SOPs are for Digital Royalty clients who need consistent, repeatable processes across their team — whether that is how to handle a specific type of customer request, how to publish content, or how to execute a recurring operational task. They are most valuable for businesses scaling beyond the point where knowledge lives in one person’s head.
How It Works
SOPs are created and stored in the Dashboard as structured documents with clear steps, owners, and version history. Each SOP has a defined scope — what it covers, who it applies to, and when it should be followed.
When an SOP is updated, the previous version is retained so you can see what changed and when. This is critical for compliance and for understanding why a process was modified.
SOPs are linked to relevant projects and tasks, so when someone is working on a task that has an associated procedure, the SOP is accessible in context — not buried in a separate system they have to search.
Access control ensures SOPs are visible only to the team members who need them. Sensitive operational procedures can be restricted to specific roles while general processes are available to everyone.
For teams managing multiple SOPs, a central directory provides a searchable index of all procedures, categorised by function or department.
What Is Included
- Structured SOP documents — clear steps, owners, and scope definitions
- Version control — full history of changes with the ability to view previous versions
- Contextual linking — SOPs connected to relevant projects and tasks
- Access control — restrict sensitive procedures to specific roles
- Searchable directory — find any SOP by keyword, category, or department
- Team-wide access — available in the same platform where work happens
Pricing
Standard Operating Procedures is included in the Client Dashboard at no additional cost.
How It Connects
SOPs integrate with Security and Permissions for access control and Onboarding for getting new team members up to speed. For a systems-level view, see the Digital SOPs system page.
Standardise Your Processes
The Client Dashboard is included with every Digital Royalty engagement. Get in touch to start a project and get access.
