Tag: tutorial

  • Step-by-step SOP For Creating a Step-by-step SOP Document

    A Self-Demonstrating Example

    Sample # 0001
    K2 Wordcraft, B.V.

    Revised: 23 February 2026
    Created: 13 August 2025

    Document Details

    Purpose

    In brief, why are you creating this document? What is the process that this SOP outlines, and what are the expected or possible outcomes?
    Goals should be SMART (specific, measurable, attainable, realistic, and timely)

    Scope

    Who is this SOP for? Who are the stakeholders involved in the process? Are there any exceptions to this SOP where another procedure should be followed?

    Resources & Related Documents

    Document what is required to complete the SOP as-written. This should include specialized tools or software applications. Define any necessary technical jargon, and direct readers to existing knowledge documentation for further understanding of necessary jargon, applications, or tools.
    If an exception to the new SOP was defined in Scope, direct readers to the relevant SOP for that exception.

    Safety Information

    Include and define any relevant safety information for the entire SOP, such as PPE or compliance requirements at all stages of the process. Include a role or title for who should be contacted in the case of a reader requiring additional safety information.

    Procedure

    1. Before creating a new SOP document, investigate whether an SOP already exists. If so, revising may be more appropriate than a new document. If you have determined that a new document is called for, proceed:
    2. Create an appropriate Title Page including the following items:
      • Title of the task or process
      • An identification number for your SOP
      • Division or branch of the organization applicable to the SOP
      • Date of creation
      • Date of most recent revision (At time of creation, this will be the date of review.)
    3. Next, fill out the Document Details to clearly define a high-level overview of the process that will be outlined below. Include the purpose, goals, and scope of the new SOP, and ensure that additional resources, related documents, and safety information are clearly recorded.
    4. The main thrust of creating a Step-by-step SOP is to detail the Procedure which the reader must follow. Make each step as detailed as necessary for clarity.
      • Lists (numerated or otherwise) are not required but are often the best choice for Step-by-step SOPs as they allow the reader to follow along and know when a given step has been completed.
      • The particular style may vary, but it is important to use clear language that can be easily understood. Long paragraphs should generally be avoided.
      • Depending on the SOP’s intended audience, technical language may be appropriate for specificity, but in such cases the jargon should be defined so that a reader with less familiarity can easily follow along.
      • If possible, include diagrams, screenshots, and/or annotations to remove ambiguity from each step of the process.
      • Ensure you specify the expected types and formats of outcomes that should result from following the correct procedure. Include an example of a correct output, and guidance on common mistakes and errors that may lead to incorrect outputs.
    5. Create the initial Revision History section, including the version number, the date of creation, and the name of the SOP’s creator.
    6. Finally, submit the SOP for quality check and approval. Make any requested or required edits, updating the version number as required and resubmitting as often as required.
      • Once approval is received, update the Revision History section to include the date of revision, and the names and/or signatures of approving stakeholders.

    Revision History

    Current Version: 1.1

    1.1 – Revised: 23 February 2026
    Revised by: Kyle Fernandez

    1.0 – Created: 13 August 2025
    Created by: Kyle Fernandez

  • Runbook Writing Sample

    This is a brief tutorial on creating a wiki-style article using Obsidian, a software for taking notes and compiling a personal knowledge base, like a self-hosted wiki. Installation instructions are included.

    The use of this brand name and any mention of specific products or media within the example does not imply ownership of nor endorsement by the owners of any products or media, nor discrimination against similar products or media not mentioned.

    I am merely a user of the free personal version of Obsidian for my own purposes.

    Wiki-style articles are extremely familiar to most readers, from the ubiquitous Wikipedia.org to the accumulated media knowledge aggregated on Fandom.com and similar sites. Creating knowledge base articles in such a style can greatly increase retention, even if you don’t intend to make your knowledge base publicly-editable like a true wiki.

    The first step is, naturally, to install your software, either on your computer or website. In this case, you’ll want to visit the Obsidian downloads page. The correct version should be automatically detected, but installer files for other platforms are available, including:

    • Windows
    • Macintosh
    • Linux
    • iOS
    • Android

    After selecting the correct file for download, visit your download location and double-click to run the installer.

    Post-installation, you will be prompted to create or open a ‘vault’, Obsidian’s term for a collection of articles.

    Choose a name and select where the Vault folder should be stored, then click Create. Once the Vault has opened, click the New Note button.

    Give your new Note a title — this title will be used to link back to this Note later, so try to make it both short and descriptive of the note’s contents.

    Now that you’ve created an article, there are two ways to proceed. You can either:

    1. Click the New Note button again, or
    2. Turn a word or phrase in the current Note into a link to a new Note.

    Example 1: If you create a new Note, you can enclose the name of an existing Note in double square brackets [[like so]] to create a link back to that Note:

    Example 2: To create a backlink instead, simply enclose the title of the prospective new Note in the same double square brackets [[like so]]:

    This link will appear ‘greyed out’ until the Note is created, which can be done by simply clicking on the new link. The new Note will automatically have the chosen title.

    Keep in mind that changing the title of a Note will also change the links in all other Notes that link back to it.

    By continuing to use both article creation methods, you will soon find that you have created a knowledge base in which a reader can easily navigate between related pages and gain more information on your products or services.