Our SOP templates are based on the date a set of regulations went into effect. This is referred to as the Effective Date of those regulations and it is displayed on every template. Generally, all templates in a package have the same Effective Date. In some instances, an agency will issue a bulletin or an emergency regulation that impacts only certain templates. When we update the impacted templates, we will update the Effective Date and Last Revised date accordingly.
The Last Revised date indicates when the template was last updated and the row is highlighted when it is within the past 30 days. Generally, updates occur when the regulations change, but we do on occasion make updates unrelated to the regulations. For example, when a readability improvement is made at the suggestion of a user.
| Pkg | Category | Template Name | Tasks | Effective Date | Last Revised | Author | Notes |
|---|---|---|---|---|---|---|---|
| CLT | Advertising | Advertising and Marketing | 10 | 05/26/2025 | 01/20/2026 | VAN | |
| CLT | Books and Records | Corrective Action & Preventive Action (CAPA) Plan | 51 | 07/29/2016 | 04/09/2025 | ARR | |
| CLT | Books and Records | Good Documentation Practices | 46 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Books and Records | Recordkeeping | 20 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Cultivation | Nutrient and Growing Media Management | 13 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Cultivation | Pesticide and Other Agricultural Chemical Use Overview | 37 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Employees | Employee Health and Sanitation | 14 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Employees | Employee Suspension or Termination | 18 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Employees | Employee Training | 32 | 05/26/2025 | 09/26/2025 | VAN | |
| CLT | Equipment | Equipment Cleaning and Maintenance | 20 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Facilities | Colocated Licensees | 9 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Facilities | Environmental Controls | 17 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Hazardous Materials | Chemical and Hazardous Waste | 14 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Hazardous Materials | Chemical and Hazardous Waste Storage | 8 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Health and Safety | Safety and Emergency Procedures | 45 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Inspections | Handling Regulatory Audits and Inspections | 26 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Inspections | Readiness for Regulatory Inspections | 38 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Inventory Management | Acquiring Wholesale Cannabis | 32 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Inventory Management | Daily Inventory Management | 19 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Inventory Management | Inventory Audits and Discrepancies | 32 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Inventory Management | Inventory Storage | 20 | 05/26/2025 | 10/08/2025 | VAN | |
| CLT | Inventory Tracking | Metrc Access | 13 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Inventory Tracking | Tracking Inventory Items | 22 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Packaging and Labeling | Packaging and Labeling Controls | 16 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Quality | Handling Product Issues (Adverse Events, Complaints, and Recalls) | 15 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Quality | Internal Quality Assurance Audit | 16 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Reporting Requirements | Reportable Events | 29 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Sanitation | Contamination Prevention | 31 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Sanitation | Daily Facility Cleaning | 21 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Security | Facility Access Control | 45 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Security | Surveillance Overview | 12 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Testing | Samples Testing | 27 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Transportation | Transportation Overview | 49 | 05/26/2025 | 06/06/2025 | VAN | |
| CLT | Visitors | Visitor Access Control | 17 | 07/22/2024 | 09/09/2024 | VAN | |
| CLT | Waste | Green Waste Management | 15 | 05/26/2025 | 06/06/2025 | VAN | |
| MFG | Advertising | Advertising and Marketing | 11 | 05/26/2025 | 01/20/2026 | VAN | |
| MFG | Books and Records | Batch and Lot Production Records (GMP-Compliant) | 18 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Books and Records | Corrective Action & Preventive Action (CAPA) Plan | 51 | 07/29/2016 | 04/09/2025 | ARR | |
| MFG | Books and Records | Good Documentation Practices (GMP-Compliant) | 40 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Books and Records | Recordkeeping (GMP-Compliant) | 21 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Edibles | Edibles Research and Development | 13 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Employees | Employee Health and Sanitation (GMP-Compliant) | 30 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Employees | Employee Suspension or Termination | 18 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Employees | Employee Training (GMP-Compliant) | 54 | 05/26/2025 | 09/26/2025 | VAN | |
| MFG | Employees | Responsibilities of the Quality Control Unit (GMP-Compliant) | 13 | 07/22/2024 | 09/05/2024 | VAN | |
| MFG | Equipment | Equipment Cleaning and Maintenance (GMP-Compliant) | 47 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Facilities | Colocated Licensees | 9 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Facilities | Environmental Controls (GMP-Compliant) | 37 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Hazardous Materials | Chemical and Hazardous Waste | 17 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Hazardous Materials | Chemical and Hazardous Waste Storage | 9 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Hazardous Materials | Pest Control (GMP-Compliant) | 24 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Health and Safety | Safety and Emergency Procedures | 46 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Inspections | Handling Regulatory Audits and Inspections | 26 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Inspections | Readiness for Regulatory Inspections | 48 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Inventory Management | Acquiring Wholesale Cannabis (GMP-Compliant) | 39 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Inventory Management | Acquiring Wholesale Food Ingredients for Edible Cannabis Products | 15 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Inventory Management | Daily Inventory Management | 24 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Inventory Management | Inventory Audits and Discrepancies | 32 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Inventory Management | Inventory Storage (GMP-Compliant) | 53 | 05/26/2025 | 10/08/2025 | VAN | |
| MFG | Inventory Management | Material Management (GMP-Compliant) | 20 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Inventory Tracking | Metrc Access | 12 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Inventory Tracking | Tracking Inventory Items | 29 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Manufacturing | Outsourced Activities (GMP-Compliant) | 13 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Packaging and Labeling | Packaging and Labeling Controls (GMP-Compliant) | 32 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Quality | Change Control (GMP-Compliant) | 14 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Quality | Handling Product Issues (Complaints, Adverse Events, and Recalls) | 15 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Quality | Hazard Analysis (GMP-Compliant) | 8 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Quality | Internal Quality Assurance Audit | 16 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Quality | Quality Risk Management (GMP-Compliant) | 30 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Quality | Salvaging Products (GMP-Compliant) | 7 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Quality | Water Quality and Specifications (GMP-Compliant) | 9 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Reporting Requirements | Reportable Events | 13 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Sanitation | Contamination Prevention (GMP-Compliant) | 67 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Sanitation | Daily Facility Cleaning | 21 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Security | Computerized Systems (GMP-Compliant) | 26 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Security | Facility Access Control | 38 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Security | Surveillance Overview | 14 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Testing | Product Qualification and Validation (GMP-Compliant) | 47 | 05/26/2025 | 06/05/2025 | VAN | |
| MFG | Testing | Samples Testing | 22 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Testing | Stability Testing | 10 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Transportation | Transportation Overview | 53 | 05/26/2025 | 06/04/2025 | VAN | |
| MFG | Visitors | Visitor Access Control | 15 | 07/22/2024 | 09/06/2024 | VAN | |
| MFG | Waste | Green Waste Disposal | 18 | 05/26/2025 | 06/04/2025 | VAN | |
| RTL | Advertising | Advertising and Marketing | 12 | 07/22/2024 | 01/20/2026 | VAN | |
| RTL | Books and Records | Corrective Action & Preventive Action (CAPA) Plan | 51 | 07/29/2016 | 04/09/2025 | ARR | |
| RTL | Books and Records | Recordkeeping | 80 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Delivery | Delivering Cannabis Overview | 31 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Employees | Clinical Director | 11 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Employees | Employee Health and Sanitation | 24 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Employees | Employee Suspension or Termination | 11 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Employees | Employee Training | 34 | 04/14/2025 | 09/26/2025 | VAN | |
| RTL | Equipment | Equipment Cleaning and Maintenance | 23 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Facilities | Environmental Controls | 26 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Facilities | Readiness for Regulatory Inspections | 37 | 05/26/2025 | 06/16/2025 | VAN | |
| RTL | Health and Safety | Safety and Emergency Procedures | 46 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Inspections | Handling of Regulatory Audits and Inspections | 31 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Inventory Management | Acquiring Wholesale Cannabis and Hemp | 48 | 05/26/2025 | 06/16/2025 | VAN | |
| RTL | Inventory Management | Daily Inventory Management | 25 | 05/26/2025 | 06/16/2025 | VAN | |
| RTL | Inventory Management | Inventory Audits and Discrepancies | 30 | 05/26/2025 | 06/16/2025 | VAN | |
| RTL | Inventory Management | Inventory Storage | 50 | 04/14/2025 | 10/08/2025 | VAN | |
| RTL | Inventory Tracking | Metrc Access | 13 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Inventory Tracking | Tracking Inventory Items | 29 | 05/26/2025 | 06/16/2025 | VAN | |
| RTL | Packaging and Labeling | Preparing and Repackaging Cannabis Products | 23 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Patients/ Customers | Customer/Patient Access Control | 37 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Patients/ Customers | Patient Education and Support | 10 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Quality | Handling Product Issues (Complaints, Adverse Events, and Recalls) | 15 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Quality | Internal Quality Assurance Audit | 15 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Reporting Requirements | Reportable Events | 12 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Retail | Curbside Pickup | 10 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Retail | Drive-Through Operations | 11 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Retail | Performing and Recording a Sales Transaction | 52 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Sanitation | Contamination Prevention | 33 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Sanitation | Daily Facility Cleaning | 18 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Security | Facility Access Control | 39 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Security | Opening and Closing Security Procedures | 43 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Security | Surveillance Overview | 24 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Transportation | Transportation Overview | 50 | 04/14/2025 | 05/13/2025 | VAN | |
| RTL | Visitors | Visitor Access Control | 19 | 07/22/2024 | 07/23/2024 | VAN | |
| RTL | Waste | Green Waste Overview | 26 | 07/22/2024 | 07/23/2024 | VAN | |
| Pkg | Category | Template Name | Tasks | Effective Date | Last Revised | Author | Notes |