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Procedures & checklistsRev. 26.11
Ombric

Operations software for small businesses

The checklist,done thesame way.

Ombric keeps your written procedures and recurring checklists in one place. Every shift opens the same sheet, ticks the same steps on a phone, and leaves a time-stamped record of who did what.

Request a walkthroughSee what it does
SOP-014 · Rev. 3Due 07:00

Opening

Store 2 · Front of house / Shift lead

  1. Rear door unlocked, lights on
  2. Floor walked for spills or damage
  3. Coffee machine flushed and warmed
  4. Display shelves facedphoto
  5. Front door open at 07:00
Signed offJ.P.06:58

Interface preview · demo dataOpening · 0/5

Correction, rev. 2 ↘

Most procedures are written once and followed roughly.the same way, every shift.

The binder by the back door. The group chat. The way the morning lead does it, which is not quite how the evening lead does it.

Ombric turns that into a sheet people actually open: one step at a time, in the order you wrote it, with the tick, the time and the initials kept for later.

A demo day at Store 2

One shift,four sheets.

Each sheet is ticked on a phone, initialled, time-stamped, then filed with the rest of the day.

  1. 01OpeningTo doin progressJ.P. 06:58
  2. 02Fridge checkTo doin progressA.K. 09:24
  3. 03Delivery receivedTo doin progressM.R. 11:41
  4. 04ClosingTo doin progressS.L. 21:06

Interface preview · demo data

Done · 0/4To do

Four sheets signed. The day is filed.

SOP-014 · Rev. 3Due 07:00

Opening

Store 2 · Front of house / Shift lead

  1. Rear door unlocked, lights on
  2. Floor walked for spills or damage
  3. Coffee machine flushed and warmed
  4. Display shelves facedphoto
  5. Front door open at 07:00
Signed offJ.P.06:58
SOP-021 · Rev. 3Due 09:30

Fridge check

Store 2 · Kitchen / Any staff

  1. Walk-in below 5 °C3.8 °C
  2. Fridge 2 below 5 °C4.1 °C
  3. Freezer below −18 °C−19 °Cre-checked 09:22
  4. Door seals clean
  5. Photo of the display panelphoto
Signed offA.K.09:24
SOP-030 · Rev. 3On arrival

Delivery received

Store 2 · Back door / Receiving

  1. Delivery note matches the order
  2. Chilled items probed on arrival3.2 °C
  3. Damaged items photographedphoto
  4. Stock put away within 20 min
  5. Delivery note filed“Two cases short, noted”
Signed offM.R.11:41
SOP-015 · Rev. 4Due 21:15

Closing

Store 2 · Whole site / Closing lead

  1. Coffee machine cleaned and off
  2. Counters wiped and sanitized
  3. Bins out, back door locked
  4. Lights off except night lights
  5. Alarm set, front door locked
Signed offS.L.21:06

A demo day at Store 2

One shift,four sheets.

Each sheet is ticked on a phone, initialled, time-stamped, then filed with the rest of the day.

SOP-014 · Rev. 3Due 07:00

Opening

Store 2 · Front of house / Shift lead

  1. Rear door unlocked, lights on
  2. Floor walked for spills or damage
  3. Coffee machine flushed and warmed
  4. Display shelves facedphoto
  5. Front door open at 07:00
Signed offJ.P.06:58
SOP-021 · Rev. 3Due 09:30

Fridge check

Store 2 · Kitchen / Any staff

  1. Walk-in below 5 °C3.8 °C
  2. Fridge 2 below 5 °C4.1 °C
  3. Freezer below −18 °C−19 °Cre-checked 09:22
  4. Door seals clean
  5. Photo of the display panelphoto
Signed offA.K.09:24
SOP-030 · Rev. 3On arrival

Delivery received

Store 2 · Back door / Receiving

  1. Delivery note matches the order
  2. Chilled items probed on arrival3.2 °C
  3. Damaged items photographedphoto
  4. Stock put away within 20 min
  5. Delivery note filed“Two cases short, noted”
Signed offM.R.11:41
SOP-015 · Rev. 4Due 21:15

Closing

Store 2 · Whole site / Closing lead

  1. Coffee machine cleaned and off
  2. Counters wiped and sanitized
  3. Bins out, back door locked
  4. Lights off except night lights
  5. Alarm set, front door locked
Signed offS.L.21:06

01 of 04 · Opening

Interface preview · demo dataDone 0/4

Contents · p. 03

What’s inthe binder.

Every line below is part of the service today. Read it like the first page of a binder.

  1. 1.1

    Procedure library

    Write each procedure step by step, with a photo of how it should look. One current copy for everyone, no loose printouts.

    start here

  2. 1.2

    Recurring checklists

    Opening, closing, hourly, weekly. Set the rhythm once and the sheet appears when it is due.

    set it once

  3. 1.3

    Sites and roles

    Assign each checklist to a location and a role, so the closing lead at Store 2 sees Store 2’s closing sheet.

    right sheet, right person

  4. 1.4

    Check-off on a phone

    Tick each step on a phone. Add a photo or a short note where the step asks for one.

    in the hand

  5. 1.5

    Time-stamped history

    Every tick keeps who, when and where. Open any past day and read it back.

    who did what

  6. 1.6

    Procedure versions

    Edit a procedure without losing the old one. Each revision is numbered and dated.

    nothing lost

  7. 1.7

    Overdue reminders

    When a checklist passes its due time without being finished, the people you chose get a reminder.

    late, flagged

  8. 1.8

    Completion reports

    See which checklists were finished, late or missed, by site, by role and by week.

    the week at a glance

  9. 1.9

    Roles and permissions

    Decide who writes procedures, who assigns them, and who only ticks.

    who can edit

Read the features in full

One step,up close.

A single line of the fridge check, the way a manager reads it the next morning.

SOP-021 · Fridge check · Store 2Step 1 of 5

Walk-in below 5 °C1

Reading

3.8 °C2

IMG_0412.jpg3

“Door left ajar after delivery. Closed and re-checked.”4

A.K.Tue 09:145

Interface preview · demo data
  1. 1

    The tick

    Made on the phone at the fridge, not remembered at the end of the shift.

  2. 2

    The reading

    A number field, for steps that need a value rather than a yes.

  3. 3

    The photo

    Optional or required, set step by step in the procedure.

  4. 4

    The note

    One sentence for whatever the procedure did not foresee.

  5. 5

    Initials and time

    Added from the signed-in person and the clock. Nobody types them.

SOP-015 · Closing · Coffee machineRev. 4 · current

  1. 1.

    Empty the drip tray and the grounds drawer.

  2. 2.

    Run the cleaning tablet cycle (about 6 min).added

  3. 3.

    Wipe the steam wand with a dry cloth.

    Purge the steam wand, wipe with a damp cloth.

  4. 4.

    Switch off at the wall and leave the lid open.

↖ changed after a blocked wand, rev. 4

Interface preview · demo data

Revisions · p. 05

Rev. 4 replacesRev. 3.Nothing is lost.

Change a procedure when the way of working changes. The team always opens the current revision; earlier ones stay readable, with their date and author.

Revision history, demo data
Rev.DateChangeBy
4Oct 28Tablet cycle added, wand step rewrittenOwner
3Aug 12Photo of clean tray requiredOwner
2May 04Order of steps changedManager
1Mar 02First writtenOwner

Reminders and reports · p. 06

When a sheetruns late.

Due times are part of the checklist. Past due and unfinished, the sheet is marked late and a reminder goes to the people you chose. At the end of the week, the report shows what happened.

SOP-021 · Rev. 3Due 15:00

Fridge check

Store 1 · Kitchen

Not started

Late · 15:20

Reminder sent to the shift lead

Completion report

Store 1 · Week 46
Completion report, demo data
ChecklistDueDoneLateMissed
Opening7700
Fridge check141220
Delivery received5500
Closing7601

Interface preview · demo data

Circulate to

Written forplaces that openand closeevery day.

Ombric suits small teams that repeat the same work in the same places, with people who change shifts.

Routing slip

Read

  1. Cafés and bakeries

    Opening, fridge checks, closing down the machines.

    ok

  2. Independent shops

    Floor checks, deliveries, end-of-day lock-up.

    ok

  3. Small kitchens

    Prep lists, temperature readings, cleaning rounds.

    ok

  4. Studios and salons

    Room resets between clients, weekly deep cleans.

    ok

  5. Cleaning and facilities crews

    Site-by-site rounds with a photo at each stop.

    ok

  6. Owners with a few sites

    The same procedure, run the same way at every location.

    ok

SOP-000 · Rev. 1Getting started,written as a procedure.

Estimated: one afternoon

  1. 1.

    Write the first procedure

    Type it or paste what you already have. Split it into steps, add a photo where it helps.

    ResultOne current procedure, numbered Rev. 1.

  2. 2.

    Put it on a schedule

    Choose the site, the role and the rhythm: every opening, every two hours, every Monday.

    ResultThe checklist appears when it is due.

  3. 3.

    Hand the phone to the shift

    Staff sign in, open the sheet and tick it as they go.

    ResultA time-stamped record of who did what.

Memo

To
Anyone deciding whether to trust us with their records
From
Ombric LLC
Re

Your data

Connections to Ombric are encrypted over HTTPS, and every account is protected by a password. Roles limit what each person can see and change.

Your procedures, checklists and records are hosted with a professional hosting provider. They are yours: we process them only to run the service for you, as set out in our Data Processing Agreement.

We do not sell your data. We do not claim certifications we have not obtained, and Ombric does not certify that your business meets any regulation. It records what your team did, so you can show it.

AttachedPrivacy policyData Processing Agreement

— Ombric LLC

Plans · p. 08

Plans are quotedon request.

We size a plan around how you work. Tell us three things and we reply with a written quote. There are no prices on this site because there is no one-size plan.

  1. 1.Number of sites

  2. 2.People who tick checklists

  3. 3.Checklists in a typical day

Ask for a quoteHow plans work