Turn SOPs into AI follow-through with Duaer

Which SOP steps should Duaer follow up?

Steps with a date, an owner, and a few possible outcomes fit best. For example:

• Keep samples 30 days and remind the sample manager 3 days before.
• Send instruments out 7 days before calibration is due.
• Use up or discard reagents before they expire.
• Remind sales 3 days before a customer payment is due.

Steps without a date, such as how to do the work itself, belong in the knowledge base where people can ask any time.

How do you turn an SOP step into a card rule?

1. Take “keep samples 30 days, remind 3 days before”. On Duaer cases, click New card rule and pick the sample template under Start from.
2. Set Remind days before to 3.
3. Keep the template options Handled, Request an extension, and Discard, or change them to what your SOP says.
4. Under List, paste the sample ID, owner email, and keep-until date. The keep-until date is the storage date plus 30 days, which you can work out in the spreadsheet first.
5. Save. A rule a member submits applies once an owner or admin approves it, and every change is kept in History.

How does an owner check the SOP when unsure?

Connect the space that holds your SOPs to the Duaer knowledge base. The owner asks there, for example “How long can an overdue sample be extended?”, and the answer cites the SOP with a numbered link to the original. Related documents on the card lists knowledge base documents that mention the sample ID.

Does Duaer read SOPs and create rules by itself?

No. People write the rules and an owner or admin approves them. Every rule has someone responsible for it, and every change records what changed and who approved it.