The SOP Wizard in UpKeep EHS helps you quickly create, edit, and manage Standard Operating Procedures (SOPs). SOPs are essential for safety, compliance, and consistency in your operations
With this tool, you can start from scratch, generate with AI, or upload an existing SOP to pre-fill the wizard. You can also customize, approve, export, and version SOPs — all inside UpKeep
Creating an SOP
Go to EHS → SOPs
Click Create SOP
Choose one of two options:
Talk or type into AI → Enter your description in the prompt. AI will generate the SOP wizard for you
Upload a document → Select a file to upload. AI will parse the file and pre-fill the wizard fields
SOP Wizard Steps
The wizard guides you through 6 steps. Use the Next and Back buttons at the bottom of each screen to move through the flow
General Information
Details: SOP Title, Purpose, Responsibilities
Hazards and Controls
Details: Hazards (dropdown + free text), Required Controls (PPE, lockout/tagout, signage)
Procedure Steps
Add step-by-step instructions
Use Add Step to insert a new step
Use drag-and-drop to reorder
Use Delete Step if needed
Emergency Plan
Details: Emergency contacts, First aid guidance, Incident reporting steps
Metadata
Details: Author, Creation Date, Revision Number, Compliance Reference
Review & Finish
Preview your full SOP
Use Edit Section if changes are needed
Click Submit for Approval to complete
Managing SOPs
After creating an SOP, you can manage it from the SOP list view
Why This Matters
SOPs are a cornerstone of compliance and operational safety. With the new wizard, you can:
Build SOPs faster using AI or uploaded documents
Customize fields and structure to fit your workflows
Keep every SOP controlled with approvals, version history, and exports