SOPs that touch a client, vendor, team member or equipment

What the Related SOPs panel is

Every standard operating procedure (SOP) you document in Processes is really about the people and things you run a job with: the vendor you dry with, the team member who leads the crew, the dehumidifier you deploy, the carrier or TPA the job bills to. Related SOPs is the panel that reads that connection back to you from the other direction. Open a Vendor, a Team member, a piece of Equipment, or a Carrier / TPA client, and Verinode shows you which of your documented SOPs already reference that specific entity, without you having to go find them in Processes first.

This is a read surface. Verinode does not write or edit an SOP from here, it only shows you what is already linked and gives you a one-click way to open the SOP itself. The panel is built from a single shared component (Related SOPs) that four different detail views reuse, so the row layout is identical everywhere it appears; only the wording of the empty state changes to match the entity you are looking at.

Where to find it

The panel is not a page of its own. It lives inside four existing detail views, and shows up as soon as Verinode has resolved at least one linked SOP:

• Vendors. Open Vendors from the sidebar, click a vendor tile, and a Related SOPs pill appears in that vendor's detail card alongside its other tabs, with a badge showing how many SOPs were found.
• Team. Open Team from the sidebar, click a team member's tile. The same Related SOPs pill appears, but only for an actual hired team member, not for an open role slot (a certification-gated or custom role you have not filled yet). Role slots have nothing to link against, so the pill never fetches for them.
• Equipment. Open Equipment from the sidebar, click a unit's tile. The same Related SOPs pill appears on the equipment detail card.
• Clients. Open Clients from the sidebar, click a client tile, and select the Processes tab. For Carrier and TPA clients, Related SOPs appears folded into the bottom of that tab, underneath your process-by-category breakdown for that client. Private Pay and Commercial clients do not carry a carrier/TPA SOP link, so this block does not apply to them.

How linkage is resolved

Verinode resolves the link between an SOP and an entity one of three ways, and shows you which one it was directly on the row:

1. 1Manual. You explicitly told Verinode this SOP applies to this vendor, team member, equipment item, carrier, or TPA, using the linking controls on the SOP's own detail card (see below). Rows added this way show no extra source tag, since you set it yourself.
2. 2Detected from a document. Verinode noticed the vendor, team member, or equipment name while reading a document that produced or updated the SOP, a job file, an upload, a photo caption, whatever fed the SOP in the first place. The row is tagged Detected from a document.
3. 3Detected from job execution. Process mining traced how jobs actually ran and found this vendor, team member, or equipment consistently associated with the step the SOP documents, even though nobody explicitly linked them. The row is tagged Detected from job execution.

Carrier and TPA links are always set the manual way, through the single "Link to Carrier or TPA" control on the SOP itself, there is no automatic document or execution detection for that link today. Vendor, team, and equipment links can arrive any of the three ways.

What each row shows

Above the row list, a small uppercase line reads the count: "1 SOP on file" or "N SOPs on file." Below it, each linked SOP is one row inside a single bordered list, with:

• Title, the SOP's name, bold, truncated if it runs long.
• Category, one of Water, Fire, Mold, Reconstruction, Contents, or General, the same six categories used everywhere else in Processes.
• Status, shown only when the SOP is not Active. An SOP still in progress reads Draft; one waiting on your confirmation after a lean-analysis or adherence flag reads Needs Review. Archived SOPs never appear in this panel at all, only Draft, Needs Review, and Active SOPs are eligible.
• Source tag, shown only for the two detected link kinds above (Detected from a document or Detected from job execution). Manual links and Carrier/TPA links show no source tag.
• An Open button on the right of every row.

The list is capped at 10 SOPs per entity. When more than 10 link to the same vendor, team member, or equipment item, Verinode shows the 10 most relevant, the most recently linked ones for vendor/team/equipment, or the active ones first (then most recently updated) for carrier/TPA.

Opening a linked SOP

Click Open on any row and Verinode closes the detail card you are viewing (the vendor, team member, equipment, or client slider) and takes you to Processes. Today this lands you on the Processes home view rather than jumping straight into that one SOP's own card, so use the All Processes tab, or the search box there, to pull up the same SOP by its title. See the All Processes tab for how that list works, and the SOP detail card for what you will find once you open it.

Linking or unlinking a SOP manually

The controls live on the SOP's own detail card, not on the entity's card, so a manual link always starts from Processes:

1. 1Open Processes from the sidebar, then the All Processes tab, and click the SOP you want to link.
2. 2For a vendor, team member, or equipment link, scroll to Link to Vendors, Team, or Equipment. Under each of the three sub-lists (Vendors, Team, Equipment) is a dropdown, "Add a vendor…", "Add a team member…", or "Add a piece of equipment…". Pick one and it appears as a removable chip immediately.
3. 3To remove a link, click the × on its chip. Both add and remove save right away, there is no separate save step for this control.
4. 4For a carrier or TPA link, scroll to Link to Carrier or TPA instead. This is a single dropdown covering both, each option reads the carrier or TPA name with its type in parentheses, for example "Acme Insurance (Carrier)." Choosing an option enables a Save link button; click it to commit. A success toast reads "Linked to {name}," or "Carrier link cleared" if you set it back to the default "No carrier linked" option.

Each change on the vendor/team/equipment picker is optimistic: the chip appears or disappears instantly, and if the save fails behind the scenes, it rolls back and shows an inline error so you know it did not stick.

Why this exists

Restoration operators run the same vendor, the same lead tech, the same extraction unit across dozens of jobs without ever writing down "this is how we work together," the knowledge lives in habit, not in a document. Related SOPs closes that gap from whichever side you are looking from. If you are staring at a vendor's scorecard wondering how your team is supposed to work with them, the answer might already be sitting in an SOP you wrote six months ago, this panel is how you find it without leaving the vendor's page. And because Verinode fills in the detected links on its own, an SOP written from a job or an upload starts showing up here even before anyone manually tags it.

Data sources