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- Checklist & SOP Management
- Data model and import order
The tables behind Checklist & SOP Management
Checklist & SOP Management ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Configuration:
Organizations, People and procedure steps establish the operating context and controlled procedure reference.
Definition and execution:
SOP definitions links the named revision to checklist executions with ordered outcomes and source identity.
Review and evidence:
Review decisions, evidence documents and follow up actions preserve decisions, verified documents and corrective work.
Run history:
Operation runs, operation steps, execution attempts and state history explain actions, retries and state changes.
Source mapping:
Source mappings records the reviewed source-to-target field rules for a controlled step.
Every table, by feature
- SOP Definitions5
- Procedure Library4
- Review and Publication6
- Checklist Execution6
- Evidence and Follow-up5
- Run History5
- Shared and settings1
- SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps - Organizations
Operating organizations that own SOP procedures and checklists.
- People
Staff members who own, perform and independently review procedures.
Linked to Organizations - Procedure steps
Controlled procedure definition steps referenced by SOP records.
Linked to Organizations - State history
Immutable status transition history for each SOP definition.
Linked to SOP definitions, People
- Procedure steps
Controlled procedure definition steps referenced by SOP records.
Linked to Organizations - Source mappings
Reviewed field mappings from source evidence to SOP definition fields.
Linked to Procedure steps - Organizations
Operating organizations that own SOP procedures and checklists.
- SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps
- Review decisions
Independent reviewer decisions recorded against an exact SOP revision.
Linked to SOP definitions, People - SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps - Evidence documents
Verifiable evidence attached to a SOP definition execution.
Linked to SOP definitions, People - Operation runs
Workflow-maintained durable runs with frozen revision and input hash.
Linked to SOP definitions - Operation steps
Numbered step trace with persisted input and output references.
Linked to Operation runs - State history
Immutable status transition history for each SOP definition.
Linked to SOP definitions, People
- SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps - Checklist executions
Step-level execution detail captured against a published SOP definition.
Linked to SOP definitions - Execution attempts
Each retry attempt of a checklist execution operation key.
Linked to SOP definitions - Operation runs
Workflow-maintained durable runs with frozen revision and input hash.
Linked to SOP definitions - Operation steps
Numbered step trace with persisted input and output references.
Linked to Operation runs - State history
Immutable status transition history for each SOP definition.
Linked to SOP definitions, People
- Evidence documents
Verifiable evidence attached to a SOP definition execution.
Linked to SOP definitions, People - Follow up actions
Corrective follow-up work raised from checklist findings.
Linked to SOP definitions, People - Checklist executions
Step-level execution detail captured against a published SOP definition.
Linked to SOP definitions - Review decisions
Independent reviewer decisions recorded against an exact SOP revision.
Linked to SOP definitions, People - SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps
- Operation runs
Workflow-maintained durable runs with frozen revision and input hash.
Linked to SOP definitions - Operation steps
Numbered step trace with persisted input and output references.
Linked to Operation runs - Execution attempts
Each retry attempt of a checklist execution operation key.
Linked to SOP definitions - State history
Immutable status transition history for each SOP definition.
Linked to SOP definitions, People - SOP definitions
Versioned standard operating procedure definitions with execution status.
Linked to Organizations, People, Procedure steps
Keys and references
Keep the organization’s code and each person’s code stable. A definition uses its number with revision and version to distinguish an older result from a newer one. Each checklist execution points to its parent definition and retains the source record identity. A review decision stores the source revision it concerns. An operation key connects a run or retry to the attempted work; numbered operation steps explain the sequence. Preserve external references and receipts with the original evidence.
Migration order
- Load Organizations and People, then reconcile each person’s organization.
- Load procedure steps and source mappings with their effective dates and source rules.
- Load SOP definitions with owner, definition, revision and status.
- Load review decisions, evidence documents and historic checklist executions against the correct source revision.
- Load follow up actions, operation runs, operation steps, execution attempts and state history; reconcile transitions and open actions.
Set up Checklist & SOP Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.