templates:sop_knowledge [OKF Expert]

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====== SOP Knowledge Template ======

Use this template to document a repeatable process, standard operating procedure, or operational workflow as an OKF Knowledge Concept.

===== SOP Record =====

^ Field               ^ Value ^
| SOP Name            | [Procedure Name] |
| Concept ID          | [namespace:procedure_name] |
| Department or Team  | [Department Name] |
| Process Owner       | [Person or Role] |
| Status              | Draft |
| Audience            | [Who performs or uses this procedure?] |
| Frequency           | [Daily / Weekly / Monthly / As Needed] |
| AI Use              | [Allowed / Citation-required / Human-reviewed / Restricted] |
| Last Reviewed       | [Month Year] |
===== Purpose =====

Explain what this procedure accomplishes and why it matters.

===== Trigger =====

Describe what starts this process.

Examples:

  * A customer request is received
  * A form is submitted
  * A contract is awarded
  * A policy deadline occurs
  * A staff member requests support

===== Inputs and Requirements =====

  * Required forms
  * Required approvals
  * Required systems or software
  * Required records
  * Required permissions
  * Required deadlines

===== Procedure =====

==== Step 1: Prepare ====

Describe the first action.

==== Step 2: Review ====

Describe the review, verification, or decision required.

==== Step 3: Complete the Work ====

Describe the main operational task.

==== Step 4: Document the Outcome ====

Describe records, notes, updates, approvals, or communications that must be completed.

==== Step 5: Escalate if Needed ====

Explain when the process should be escalated and who should be notified.

===== Quality Checks =====

  * Confirm required information is complete.
  * Verify that approvals are documented.
  * Confirm deadlines are met.
  * Check that records are stored in the correct location.
  * Validate any AI-generated draft before use.

===== Exceptions =====

Describe common exceptions, unusual conditions, or situations that require additional review.

===== Related Concepts =====

  * [[namespace:related_policy|Related Policy]]
  * [[namespace:related_form|Related Form]]
  * [[namespace:related_workflow|Related Workflow]]
  * [[templates:knowledge_concept|OKF Knowledge Concept Template]]
  * [[templates:knowledge_bundle|OKF Knowledge Bundle Template]]

===== Sources and References =====

  * [Policy, regulation, manual, system guide, or other source]
  * [Policy, regulation, manual, system guide, or other source]

===== Revision History =====

^ Version ^ Date ^ Change ^ Owner ^
| 0.1 | [Month Year] | Initial draft | [Name or role] |

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