---
title: "Standard Operational Procedure (SOP)"
slug: "standard-operational-procedure-sop"
updated: 2026-01-05T14:48:30Z
published: 2026-01-05T14:48:30Z
canonical: "help.symphonysummitai.com/standard-operational-procedure-sop"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Standard Operational Procedure (SOP)

You can map the Standard Operational Procedures (SOP) to selected Configuration Items (CIs), Classification or Category. This allows you to take appropriate actions when an Incident is raised for the mapped values. For example: If a Category or Classification configured for the SOP is selected in the Incident, a link is displayed above the **Symptom** field on the **INCIDENT ID** page where the Analyst can view the list of SOPs available. This helps the Analyst to take effective measures for the logged Incident.

To Configure an SOP, perform the following steps:

1. Navigate to **Incident** > **Configuration** > **Others** > **Standard Operational Procedure**.
2. Select **Tenant** on the SOP page for which you must configure an SOP.
3. Click **Add New** on the Actions Panel to configure new SOP.
4. Select and enter the details in the SOP configuration page.

For more information about the fields in the **SOP** page, refer to [Field Description](/apex/docs/standard-operational-procedure-sop#field-description). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sop.png)

Figure: Standard Operating Procedure (SOP)
5. Click **Submit** to complete the SOP configuration.

### Field Description

The following table describes the fields on the **SOP Configuration** page:

| **Field** | **Description** |
| --- | --- |
| Category | Click on the search icon to view the list of available Categories. Select the Category name to map it to the SOP. |
| Classification | Click on the search icon to view the list of available Classifications. Select the Classification name to map it to the SOP. |
| ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Add(4).png) | Click **Add** to add the CI Items. For more information, refer [CI Configuration](/apex/docs/standard-operational-procedure-sop#ci-configuration). |
| SOP Template | Lists the configured SOP templates. Select a SOP template from the list. |
| Active | Select the check box to activate the SOP. |

## CI Configuration

Select the CIs to map with the SOP template. See below steps for more information on selecting a CI.

To Select a CI, perform the following:

On the **SOP** Configuration page click **ADD**. The **Configuration Page** pop-up page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Configuration items.png)Figure: Configuration Items

For more information refer to the following Field Description.

| Field | Description |
| --- | --- |
| Owner Workgroup | Select **Owner Workgroup** or enter appropriate values in any of the fields and click **SEARCH** to view all the CIs for the entered value |
| Classification | Click search icon to view the list of available Classification. Click on the Classification name to select it. |
| Device/Host Name | Enter the device or host name. |
| Serial No. | Enter the serial number of the CI. |
| IP Address | Enter the IP Address of the CI. |
| Status | Select **Status** from the dropdown list. |
| Location | Select **Location** from the dropdown. |
| Owner | Click on the search icon and select the Owner. |
| Criticality | Select **Criticality** from the dropdown. |
| Customer | Select **Customer** from the dropdown. |

Click **Search** to look for CIs that match the given details. **Select** the items and click **Link** to add the CIs. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Link(3).png) Figure: Configuration Items After you link the CIs you can see on the CI list as displayed in the below figure.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/cis(1).png)Figure: Configuration Items

#### ACTIONS

This section explains all the icons displayed on the **ACTIONS** panel of the **SOP MAPPING** page.

**SHOW LIST**

Click **SHOW LIST** to display the **LIST** table showing all the configured mappings for the selected Tenant and CI.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sl(2).png)Figure: Action Panel

List page is displayed.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/list(10).png)Figure: List Page

## Edit SOP

To modify a **Standard Operational Procedure** details, click the **Host Name** link. Make appropriate changes and click **Submit**.