Standard operating procedures

SOP software your whole team actually reads

Turn tribal knowledge into standard operating procedures people can find in seconds. Draft an SOP in a rich editor, route it through review and approval, publish a clean versioned page, and let anyone ask “how do we…?” and get a cited answer that points at the exact step.

Self-host it free All use cases

app.compassdocs.io
A published Production Deployment SOP in CompassDocs with numbered steps, tags, and version history

An approved SOP: summary callout, numbered steps, owner, and full revision history.

Why teams standardize on CompassDocs for SOPs

  • A rich editor with numbered steps, callouts, screenshots, tables, and decision-tree guides — or plain Markdown
  • Draft → review → approve workflow so no procedure goes live unvetted
  • Every change is versioned; compare revisions and restore any prior version
  • Content review reminders keep each SOP fresh — owners are pinged before it goes stale
  • AI search answers “how do we handle a chargeback?” and cites the exact SOP and step

Approval before publish

Route new and updated procedures through an approval workflow so the version people read is the one that was signed off.

Structured, repeatable

Numbered steps, interactive checklists, and decision trees make procedures easy to follow the same way every time.

Findable under pressure

When something breaks at 2am, semantic search and cited AI answers surface the right SOP without exact keywords.

Frequently asked

What makes a knowledge base good for SOPs?

Structure, review, and findability. CompassDocs gives you numbered steps and checklists, a draft-review-approve workflow so procedures are vetted before publish, full version history, and AI search that cites the exact step — so an SOP is trustworthy and fast to find.

Can we require SOPs to be reviewed and approved?

Yes. Enterprise adds an approval workflow: authors submit a draft, a reviewer approves, and only then does the new version publish. You can also set review reminders so each SOP is re-checked on a schedule.

How do people find the right procedure quickly?

Every document is typed and tagged and filed in a space, with keyword and semantic search. Ask a plain-English question and CompassDocs returns a synthesized answer with inline citations linking to the source SOP.

Is it really free to self-host?

Yes — the core app is open-source (AGPL) with unlimited users and documents. One Docker command installs it. Enterprise ($599/year flat) adds SSO, Microsoft 365 sync, compliance, and training — approvals are included free in Community.

Related: Policy management · Roles & approvals · Version history · AI search

Free & open source to self-host

One Docker command installs CompassDocs with unlimited users and documents. Enterprise adds SSO, Microsoft 365 sync, compliance, and training for a flat $599/year.

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