Standardise Every Processwith Visual Step-by-Step Guides
Create visual Standard Operating Procedures that your team can actually follow. Record screen interactions with our Chrome Extension or build Guides manually. Ensure consistency, reduce errors, and onboard new starters faster.
Works with your existing Microsoft 365 setup. No technical skills needed.
How to Reset a User Password
3 steps · IT Support
Open the Admin Dashboard
Navigate to Admin > User Management in the sidebar menu.
Search for the User
Type the user's name or email in the search bar and select their profile.
Click "Reset Password"
Click the Reset Password button in the user's profile actions.
Chrome Extension
Auto-Record
Checklist Mode
Step-by-Step
Everything you need to
standardise your processes
Create, share, and track visual procedures that keep your entire team working consistently and confidently.
Visual Steps with Screenshots
Each step includes a title, description, and screenshot showing exactly what to do.
Screenshot Editing
Highlight important areas, blur sensitive information, and crop screenshots directly in the editor.
Folder Organisation
Organise Guides into nested folders for easy browsing. Create a clear hierarchy for every department.
Assignment Rules
Control visibility by department, job role, location, or group. Show the right Guides to the right people.
Checklist / Process Mode
Users follow Guides step-by-step with progress tracking. No more skipping steps or losing their place.
Feedback Collection
Collect completion feedback and per-step comments so Guide creators can keep content accurate.
Search & Discovery
Find Guides instantly by searching across titles and descriptions. No more hunting for the right procedure.
From process to published Guide
in three simple steps
No complicated authoring tools. Just record what you do, refine it, and share it with your team.
Record
Use the Chrome Extension to capture your screen interactions automatically. Screenshots and step descriptions are generated as you work.
Refine
Review the auto-generated steps in the web editor. Highlight key areas, blur sensitive data, reorder steps, and polish descriptions.
Publish
Assign Guides to the right teams using rules based on department, role, or location. Track usage with checklist mode and collect feedback.
Record SOPs AutomaticallyWhile You Work
Install the TrainMeUK SOP Recorder Chrome Extension and turn any web-based process into a visual Guide. Just click Start Recording, do your work, and stop. Steps and screenshots are generated automatically.
Automatic Capture
Clicks, page navigation, and form submissions are captured with screenshots as you work.
Smart Step Generation
Steps are automatically titled based on your interactions. Click-then-navigate actions are intelligently merged.
Secure Authentication
Connect via OAuth with your TrainMeUK account. Your password is never stored in the extension.
One-Click Upload
Screenshots and steps are uploaded directly to TrainMeUK when you stop recording. No manual file handling.
How the extension works
Works with Google Chrome and Chromium-based browsers
Frequently asked questions
Everything you need to know about Guides and Standard Operating Procedures in TrainMeUK.
What are Guides (SOPs)?
Guides are visual step-by-step Standard Operating Procedures. Each Guide contains numbered steps with titles, descriptions, and screenshots that show your team exactly how to complete a process consistently.
Who can create Guides?
Administrators and Managers can create and manage Guides. All other users can view and follow published Guides that have been assigned to them via assignment rules.
Which plans include Guides?
Guides are included with Growth, Scale, and Enterprise plans at no extra cost. There are no limits on the number of Guides you can create.
How does the Chrome Extension work?
The TrainMeUK SOP Recorder Chrome Extension records your screen interactions as you work. It captures screenshots on clicks and page navigations, then automatically generates step-by-step Guide content that you can review and publish.
Can I control who sees each Guide?
Yes. Assignment rules let you restrict Guide visibility by department, job role, location, or group. Guides with no rules are visible to everyone in the organisation. Admins and Managers can always see all Guides.
Can I organise Guides into folders?
Yes. Guides can be organised into a nested folder structure, making it easy for users to browse and find the right procedure for their department or team.
Ready to standardise your processes?
Start your 14-day free trial and create visual Guides your team will actually follow. No credit card required.