Guides (SOPs)
Create and manage step-by-step Standard Operating Procedures
Guides (SOPs) capture step-by-step procedures — often recorded with the Chrome extension — for how work is done in your organisation. They are separate from Course Builder SCORM courses: use Guides for operational procedures, and Course Builder when you need tracked e-learning packages. Start with getting started, then set up the extension if you will record from the browser.
Start here
Getting Started with GuidesWhat Guides are for and how they fit your workflow.
What are you trying to do?
- Create a guide
Author a new SOP.
- Set up the Chrome extension
Install and connect for recording.
- Record steps
Capture a procedure from the browser.
- View and follow a guide
Consume published SOPs.
- Manage guides
Organise and maintain your library.
Key concepts
- Guides are SOPs — not the same as SCORM courses in Course Builder.
- Recording usually needs the Chrome extension installed and connected.
Related categories
- Course Builder — Tracked e-learning authoring
- Document Store — Versioned PDFs with acknowledgement
- Course Management — SCORM and e-learning courses
- For Learners — Training dashboard for assigned courses
All guides
Getting Started with Guides
Learn what Guides (SOPs) are and how they help standardise procedures across your organisation
Creating Guides
How to create step-by-step Guides with screenshots using the web editor
Chrome Extension Setup
Install TrainMeUK - Guide Recorder from the Chrome Web Store and connect Cloud or Free PDF mode
Recording with the Chrome Extension
Record workflows in the side panel, pause and resume, then save to TrainMeUK or export a PDF
Viewing & Following Guides
How to view Guides in standard and checklist mode, and provide feedback
Managing Guides
Organise Guides into folders, set assignment rules, and perform bulk operations