---
title: How to Add Site SOP's
description: How to Add Site SOP's
---

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# How to Add Site SOP's

## This article explains how to add Site Briefs to a Site in Cerely. Site Briefs can be used to provide personnel with important operational instructions, procedures, and site-specific information when they clock in for a shift.

1\. From the home screen in Cerely, click on the **Site** tab from the Cerely top main menu

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-07-48-09-9783-AM.png?width=670&height=330&name=image-png-May-27-2026-07-48-09-9783-AM.png)

2\. Select the **Site** you would like to add a **Site SOP** to from the list

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-07-48-42-4988-AM.png?width=670&height=330&name=image-png-May-27-2026-07-48-42-4988-AM.png)

3\. From the left-hand menu, click on the **Site Licence & Qualifications** tab

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-11-41-08-3360-PM.png?width=670&height=329&name=image-png-May-27-2026-11-41-08-3360-PM.png)

4\. From the top menu, select **Site Brief**

**![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-11-41-39-5776-PM.png?width=670&height=328&name=image-png-May-27-2026-11-41-39-5776-PM.png)**

5\. Click on the **Add Brief** button

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-11-41-57-4677-PM.png?width=670&height=328&name=image-png-May-27-2026-11-41-57-4677-PM.png)

6\. Enter the Site Brief details

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-29-2026-02-50-36-0680-AM.png?width=1906&height=939&name=image-png-May-29-2026-02-50-36-0680-AM.png)

Complete the following fields:

- Site Brief Heading – Enter the title or heading for the Site Brief
- Description – Enter the Site Brief instructions or information
- Roles – Select the role or multiple roles the Site Brief applies to

Important: The selected roles must match the role associated with the shift or work being performed as per the roster.

Within the **Description** field, you can also:

- Add phone numbers, which will automatically become clickable on mobile devices, allowing personnel to call directly from the Cerely Personnel App.
- Insert hyperlinks to external websites, documents, procedures, maps, or other resources.
- Upload supporting documents and files using the **Attachments** option

### **How to Add Hyperlinks**

1\. Highlight the text in the **Description** field that you would like to become a hyperlink

2\. Click the **Link** icon displayed in the text editor toolbar

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-29-2026-02-51-46-7830-AM.png?width=1912&height=940&name=image-png-May-29-2026-02-51-46-7830-AM.png)

3\. The selected text will automatically populate the **Link Text** field. You can edit this text if required 

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-29-2026-02-52-44-1436-AM.png?width=1906&height=937&name=image-png-May-29-2026-02-52-44-1436-AM.png)

4\. Paste the destination website address into the **URL** field.

5\. If required, select **Open in New Tab**. This setting applies when administrators open the Site Brief from the desktop application

6\. Click **Apply**

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-29-2026-02-53-20-3761-AM.png?width=1909&height=940&name=image-png-May-29-2026-02-53-20-3761-AM.png)

The selected text will now become a clickable hyperlink for personnel viewing the Site Brief in the Cerely Personnel App.

7\. Click on the **Save** button

![](https://help.cerely.com/hs-fs/hubfs/image-png-May-27-2026-11-43-58-1409-PM.png?width=670&height=329&name=image-png-May-27-2026-11-43-58-1409-PM.png)

The Site Brief will now be available for the selected Site and relevant roles when personnel clock in through the Cerely Personnel App.

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