# Standard operating procedure

_Replace every text in [brackets]. Delete these hints when the SOP is done._

| Field | Value |
| --- | --- |
| Document ID | [e.g. OPS-001] |
| Version | [1.0] |
| Title | [Task as verb + object, e.g. Set a user's role back to Viewer] |
| Effective date | [date this version applies from] |
| Owner | [name, role: keeps this SOP correct] |
| Approved by | [name, role; only if your quality system asks for approval] |

## Purpose

[One sentence: why the task exists and what goes wrong without it.]

## Scope

| | |
| --- | --- |
| Use when | [the trigger: the event or request that starts this task] |
| Not for | [the nearest case this SOP does not cover, and where that one is written] |

## Roles and responsibilities

| Role | Responsible for |
| --- | --- |
| [Who does it, e.g. Operations] | [carries out the steps] |
| [Who starts it, e.g. team lead] | [sends the request or ticket] |
| [Owner] | [keeps this SOP correct; answers when it fails] |

## Prerequisites

- [Access or role needed, e.g. Admin role in the admin panel]
- [Data or approval needed before step 1, e.g. the approved ticket]

## Steps

| No. | Action | Screenshot | Result |
| --- | --- | --- | --- |
| 1 | [Verb + exact label in bold, e.g. In the menu, click **Users**.] | [screenshot, clicked element marked: `![Step 1](step-1.png)`] | [what the reader sees next] |
| 2 | [ ] | [ ] | [ ] |
| 3 | [ ] | [ ] | [ ] |
| 4 | [ ] | [ ] | [ ] |
| 5 | [ ] | [ ] | [ ] |

## Expected result

[How the reader knows the task is done: the screen, the message or the record that proves it.]

## If it fails

- [Symptom]: [likely cause and what to do, or whom to ask]

## Revision history

| Version | Date | Change | By |
| --- | --- | --- | --- |
| [1.0] | [date] | [First version] | [name] |
| [ ] | [ ] | [ ] | [ ] |