S16-C05 · FINANCE & OPERATIONS

SOP & Knowledge Base Engineering

Turn scattered business know-how into controlled SOPs, searchable knowledge and safer AI-ready retrieval systems. Build procedures people can execute, sources an assistant can ground to, and maintenance rules that keep both current.

8 substantive modules15 nominal learning hours1.5 ARQS Mastery CreditsReusable workbook + quick reference20-question assessment + capstone
WHAT YOU BUILD

A governed operating library that humans and AI can use.

The course covers process discovery, evidence capture, executable procedure writing, taxonomy and metadata, retrieval design, prompt-injection resilience, QA, version control and a controlled read-only knowledge-assistant pilot.

MODULE 1

Operating Knowledge Architecture

Separate policy, process, SOP, work instruction, checklist and reference material so authority and purpose stay clear.

MODULE 2

Process Discovery & Evidence Capture

Interview operators, observe real work, identify decisions and exceptions, and resolve conflicting sources before drafting.

MODULE 3

Write Executable SOPs

Define triggers, owners, prerequisites, observable steps, decision rules, exceptions, escalation, records and completion criteria.

MODULE 4

Knowledge Base Structure & Metadata

Design taxonomy, stable document IDs, ownership, confidentiality, review dates and canonical-source rules.

MODULE 5

AI-Ready Content & Retrieval

Structure knowledge for retrieval, build gold questions, require source grounding and make uncertainty an expected behaviour.

MODULE 6

Security, Privacy & Prompt-Injection Resilience

Apply least privilege, sensitive-data minimization, untrusted-content controls, human approval and rollback boundaries.

MODULE 7

QA, Testing & Maintenance

Test normal, ambiguous, conflicting-version and prohibited requests; govern revisions with owners, evidence and retesting.

MODULE 8

Build and Launch an AI Knowledge Assistant

Start read-only, limit sources and users, score retrieval quality, capture unanswered questions and expand authority only after evidence.

CAPSTONE

Build an AI-ready operations library.

Create a controlled mini-library for one real or synthetic business function and prove that both a human operator and a knowledge assistant can use it safely.

  • Five-process inventory plus three complete SOPs.
  • One work instruction, one checklist and a governed metadata register.
  • Twenty gold questions including conflicting-version, restricted-data and prompt-injection tests.
  • Read-only knowledge-assistant pilot or implementation plan with QA scorecard.
  • Change-management, review and rollback procedure.
Credential truth: ARQS Mastery Credits are internal, non-academic learning units. They do not represent college or university credit, licensure, accreditation or government-recognized degree authority.