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SOP Management

Engineer access required

The SOP Management tab is only visible when Engineering Mode is active and the user has engineer access.

Standard SOPs are pre-seeded from the manufacturer's programming guide for each supported drive family. Engineers can create organisation-specific overrides for any alarm — these take precedence over the defaults when the SOP is displayed.

Accessing SOP Management

  1. Open the VFD machine's detail page.
  2. Enable Engineering Mode.
  3. Click the SOP Management tab in the machine tab bar.

SOP list

The list shows every alarm definition for the configured drive family, grouped by word type. Each row displays:

  • Alarm name and code
  • Severity
  • A source badge: Custom (organisation override exists), Default (pre-seeded from manufacturer guide), or No SOP

Creating a custom SOP

  1. Click a row to open the SOP editor panel.
  2. Add a title for the SOP.
  3. Use the step builder to add steps in order:
    • Enter the instruction text for each step.
    • Optionally add a caution note (displayed in amber in the SOP viewer).
    • Use the up/down controls to reorder steps.
    • Use the remove button to delete a step.
  4. Optionally paste an attachment URL (link to a PDF or external document).
  5. Click Save.

The custom SOP immediately takes precedence over the default for your organisation.

Editing an existing custom SOP

Click the row for an alarm that already has a Custom badge. The editor opens pre-filled with the existing steps. Make your changes and save.

Removing a custom SOP

Open the editor for a custom SOP and click Delete. This removes the organisation override — the alarm reverts to the manufacturer default SOP (or shows "No SOP" if none is seeded).

SOP lookup order

When a SOP is requested (from the dashboard SOP button, the active conditions list, or the SOP browser), the platform applies this priority order:

  1. Organisation custom SOP for that alarm
  2. Manufacturer default steps (seeded from the programming guide)
  3. "No SOP defined" state if neither exists