Procedures Overview

Procedures (commonly known as Safe Work Procedures, SWPs and SOPs) are the rules around how workers must operate machines or undertake particular tasks in a safe manner.

NOTE: Your Access Level may restrict the use of some features.

Safe Ag Systems provides a library of common procedures which can be accessed from the Template Library and edited to suit the needs of your business.  If you already have procedures that you use, you can create these in the system using the Build New function on the Procedures screen.

  • Once you have created and published a procedure, it appears on the Published tab and is available for use.
  • If you no longer need a procedure, you can archive it. This removes it from use, but it can be viewed from the Archive tab in case you need to access it in future.
  • When you update a procedure, a new version is created and a copy of the old version is saved in the Archive.
  • You can assign a procedure to a worker for them to review and accept using the Assign Procedure function on the Published tab of the Procedures screen.  The Procedure Logs tab shows a list of procedures that have been assigned to or accepted by workers.
  • A report of Procedure Logs can also be generated under Administration > Reporting.
  • You can attach a procedure to an inventory item or a task to ensure that workers are aware of any requirements before operating or using the inventory item.

Create or Edit a Procedure

Implementation - Step 6 - Procedures

Creating Procedures

Adding PPE to Procedures

Editing Procedures

Assigning Procedures

Attach a Procedure to inventory

Attaching Procedures to Inventory

Accepting Attached Procedures (App)

View and Report Procedures

Accepting Procedures (App)

Reporting on Procedures

Viewing Procedure Logs (App)