WFDASH-WEBAPP/docs/sops/README.md

1.2 KiB

WFDASH SOPs

Quick cheat sheets for each role in the business. Read your role's SOP on your first day. Keep it handy.

The four roles

File What they do
quote-operator.md Answer the phone, price items, send quotes, follow up.
order-operator.md Turn accepted quotes into orders. Buy from suppliers. Get goods to the customer.
collection-driver.md Drive to suppliers, collect the goods, deliver to customers. (Mobile app.)
approver-supervisor.md Sign off quotes, run the weekly review, handle escalations.

How to read your SOP

Each one has four short sections:

  1. What you do — your job, in plain English.
  2. Your day — the actions, in order, with times.
  3. How to do the common stuff — step-by-step for the 3-4 tasks you'll do most often.
  4. Don'ts & when to ask — the 3-4 things you must never do, and the 3-4 situations where you stop and ask the supervisor.

That's it. There are no bonus points for reading more.

When something changes

If your job changes and the SOP doesn't match, tell the supervisor. They'll fix the SOP. Don't keep doing the old thing because the SOP said so.