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mERP SOP BuildNew Procedure
Emery Fictional Example
Account Administrator · Example Office Services LLC

Create a Procedure

Start with a blank page, existing instructions, or a template.

Start from a blank page

Write a procedure step by step: purpose, who is responsible, the steps and any exceptions.

Best when the procedure does not exist on paper yet.

Bring existing instructions

Start from a document, a spreadsheet or notes your team already uses.

Best when the instructions already exist somewhere else.

Choose a template

Begin with a ready-made structure and fill in your own details.

Best when you want a consistent layout across documents.

These cards only open example pages. Nothing is created or saved in this preview.

Preview controls

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Example business

Example person