Source: https://polysh.io/use-for/sop-documentation/

FOR OPERATIONS TEAMS

# Get the process out of  someone’s head.

Record a procedure as it happens, then turn the explanation into a guide with prerequisites, screenshots, and results to check. Keep a narrated version for the details that are easier to show.

[Request access](https://polysh.io/contact/)[See the workflow](#workflow)

One recording. A narrated video, a readable guide, or both.

ILLUSTRATIVE PROCEDUREVIDEO + GUIDE

## Prepare the weekly report

Weekly operations report

Date range Review totals Export

1. 01
  **Prepare**     Choose the reporting period before reviewing the data.

2. 02
  **Carry out the procedure**     Check the totals and export the weekly report.

3. 03
  **Confirm completion**     Open the exported file and verify the period and totals.

*Illustrative workflow. Sample content, not a product screenshot.*

A BETTER HANDOFF

## A process needs more than a list of clicks.

The person who knows the procedure also knows what to prepare, what to check, and when something looks wrong. Capture that explanation while you show the work, then review it as a readable reference.

BEFORE

### The procedure depends on a person.

The document omits context, screenshots drift out of date, and the next person has to ask what a correct result looks like.

WITH POLYSH

### The procedure has a path and a check.

A reviewed guide sets out what is needed, groups the actions into tasks, and states the expected result. The video shows the procedure in context.

THE WORKFLOW

## Document the work while you do the work.

1. 01
  ### Record a complete, safe example
    Show the starting state and explain prerequisites. Include the check you make before calling the procedure complete.

2. 02
  ### Review it as a working document
    Generate the guide, check the chosen screenshots, and edit the step text, expected results, and tips to match the process.

3. 03
  ### Share the approved reference
    Invite someone to review or edit the guide when appropriate. Share the final guide or PDF with the people who carry out the procedure.

MADE FOR THE TASK

## The right tools for a clearer explanation.

### Start from a structured draft

Generate an editable guide with overview information, grouped steps, screenshots, and expected results.

[Explore the feature](https://polysh.io/products/step-by-step-guides/)

### Ask someone else to review it

Invite guide editors to refine text, reorder steps, or swap screenshots before broader sharing.

[Explore the feature](https://polysh.io/products/video-sharing/)

### Keep the demonstration too

Give readers a narrated video for actions and context that are easier to understand in motion.

[Explore the feature](https://polysh.io/products/narrated-videos/)

GOOD TO KNOW

## A few practical questions.

About using Polysh for sop documentation.

**Does Polysh approve or certify an SOP?**

No. Polysh creates editable documentation. Your process owner must review the steps, safety requirements, permissions, and expected results before the procedure is used.

**Can I edit the guide after generating it?**

Yes. You can edit the overview and step text, reorder or remove steps, and choose screenshots from the captured candidates.

**Does regenerating a guide preserve our edits?**

Regeneration replaces the guide for the selected language, including manual edits. Review the confirmation and keep any needed reference before regenerating.

KEEP EXPLORING

## Where else could a walkthrough help?

PEOPLE & OPERATIONS

### Employee onboarding

Introduce the process to a teammate.

[Explore the use case](https://polysh.io/use-for/employee-onboarding/)

LEARNING & ENABLEMENT

### Training videos

Teach the procedure.

[Explore the use case](https://polysh.io/use-for/training-videos/)

SUPPORT TEAMS

### Customer support

Explain a repeatable fix.

[Explore the use case](https://polysh.io/use-for/customer-support/)

PUT YOUR KNOWLEDGE TO WORK

## Make the next handoff  a little more complete.

Start with a screen recording. Give it a little Polysh.

[Request access](https://polysh.io/contact/)

Access is currently by team invitation.