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FTP. I’m not sure 100% whether we have exactly what you’re looking for as I’m not sure what kind of database you use. Once your blank template opens up, you can give it a name. ActiveCampaign. You can use this starter template to begin writing a custom standard operating procedure: Other than that, this is a fully actionable outline which is ready to go without changes or adaptations. I would greatly appreciate a template to work off of as this a pretty huge project I am taking on. Or, you create SOPs which involve different teams in the company and so different tasks in the process are assigned to different people. https://www.process.st/sales-processes/, Here you’ll find a number of premade templates for account management (more long-term relationship focus): Do you perhaps have any SOPs for office staff working from home during this lockdown period in your armory? Some of these might be suited to you, some might simply serve as inspiration – if you add them to your Process Street account you can edit them to your heart’s content, hopefully saving you a bit of time. Click here to open the Performance Review Checklist Template in a new tab! But you can see a bunch of different IT related templates we’ve done in these following links: The 11 Agile Processes We Use to Run an Efficient Software Team My recommendation for any template is to start with this one: https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/. ), What is a Quality Management System? Process Street 2.0. Living in Sevilla in the south of Spain, my current hobby is learning Spanish! This is not for an external audit except maybe in case the business gets sold one day. We’re a fully remote team and have been working from home for years, so feel free to ask us any questions about how we run our process management while everyone’s working from home! I need to structure SOP for sales department. Across all the templates there are loads of different use cases, and for different levels of need – small team to big corporation. Browse our checklist template library to find the right template for your business. This can help you clinch major clients and demonstrate your professionalism. Hello Adam, https://www.process.st/checklist/iso-9000-marketing-procedures/, A simple structure template for writing a standard operating procedure for a sales process is here: Click here to open the Creating a Newletter Template in a new tab! I like the website. We then have two more general purpose risk assessments for those of you not aspiring to ISO levels, and performing a more casual documentation process. Process Street is the easiest and simplest way to manage your team’s recurring checklists and procedures. >> Search our full process library << These are templates (processes) which have been fully fleshed out and are ready to use; from employee onboarding to office cleaning. Request if you can help. * 8 Logistics Management Processes to Perfect Your Supply Chain, hi Many companies still want to have that – and it sounds like that might be part of what you need. It has steps already labeled in regards to dealing with controlled chemicals and other such hazards. Writing standard operating procedures doesn’t need to be a grueling task. I’m afraid we don’t have any premades for that task, but you can use this one to guide you getting started: With that knowledge in mind, you can look past the unnecessarily verbose language normally used in SOPs to see that they are just very thorough process documents. You could either add links to the supporting documents to your Process Street templates, or you could export the Process Street templates and add them as Word documents to your Google Drive folder. Click here to open the AB Testing Template in a new tab! I hope this is useful for you and gives you somewhere to start! Well, it’s a meditation and yoga classes business. Ideally, you’ll test it in the factory and find out what to add or remove. These should show you how to construct complex SOPs while providing you with the templates to employ in your business if you have these needs. Process street has allowed me to provide my trainers with a one-site solution which allows them to follow the agenda, present the material, assign quizzes and tests, and have the scores tracked automatically all by following links right in the process template. Hi Adam please help me with a draft SOP if you have for a LOGISTICS department in a Manufacturing company, Hey – you can find some example procedures for different recurring processes related to logistics here: https://www.process.st/logistics-management/, Hi Dear, Thanks. please advise me how I could start writing SOPs for Mechanical & Electrical Installations in Building, Do you have any templates or links to help me specifically on this topic? Once the template gallery is open, you can search the template library by typing a keyword or phrase into the search box shown below, or click on a category from the menu on the left. You then work through that checklist sequentially, assessing each set of items one by one. Btw, great post you got here! Create, track and optimize business process workflows. More specifically, you can choose among our linear, circular, or alternating processes. – 8 Office Management Checklists for Astounding Operational Efficiency. Click here to open the Enterprise Password Management Checklist Template in a new tab! Trust things are fine at your end. Regards. 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Glassdoor gives you an inside look at what it's like to work at Process Street, including salaries, reviews, office photos, and more. please advise me how I could start writing SOPs for pharmaceutical export, Do you have any templates or links to help me specifically on this topic? 6 Server Setup Checklists for Sysadmins (Apache, Ubuntu, Proxy, FTP, and More) please help me draft cluster detection and response SOP, and can you kindly suggest a suitable Template, You can find something similar here: https://www.hpsc.ie/a-z/respiratory/legionellosis/guidance/File,13918,en.pdf. Browse our extensive collection of process diagrams for PowerPoint and Google Slides. So pick a template – or two – and begin documenting your first procedure. Standard Operating Procedure (SOP) Template Structure. I’ll explain why. If your processes are actionable then they are much more likely to be adhered to. thanks and regards. However, sometimes these practices need to change or be adapted after they’ve already been put in place. This standard operating procedure template aims to create a clear means of changing those established practices through the correct channels. Whether you are editing a premade template or a blank one, the template editor is exactly the same. The only difference is that with a premade template, you have a lot more tasks, headings, form fields and content widgets to start with, that you might want to change. Next you can add tasks and headings into your template. * 8 Electrical Inspection Checklists to Keep Your Workspaces Safe Custom Workflows Build no/low-code and quick to deploy workflows that suit your needs. I hope some of these can be useful for you! Well, you could create a mini manual like the one embedded above in this article: https://www.process.st/checklist/iso-9000-structure-template/. The gallery shows a selection of templates relating to your search. I have been tasked with creating and scheduling the annual review process for our Campus Security Department’s policies and procedures. Click on the “Templates” tab at the top of your screen and then click the “New Template” button to access the template gallery. Version: 1.0.4 Updated: March 10, 2017 Size: 6.33KiB Join us for a deeper look into what Process Street is and how to use it to effectively record, replicate, and replace your workflow! Do you perhaps have any SOP templates for an foreign exchange system that i can make use of? Please could you assist on what format to use and how to generally go about it. In each of these templates, you’ll find a section at the end called Related Checklists which should show you a bunch more templates on this theme. It depends exactly what they’re looking for, but my preferred method would be to build out each process individually in Process Street and then to collate those processes in one of our mini-manual templates. In regulated industries, one needs to prove that employees have read the SOP as a form of training. – 7 Construction Templates to Improve Processes, Standards, and Client Relations But here are some quicklinks in case you don’t want to scroll: To help you make use of your templates once you’ve downloaded them, we’ll give you these 16 steps to writing effective standard operating procedures. ; Assessment – This part of your BPI plan should outline why the process or processes need to be improved, in detail. Do you have any further thoughts on how to achieve this? As you should be able to see in the preview image above, this standard operating procedure template is structured to systemize the archiving of important documents. For sales specific use cases you could see some templates we’ve made. Daily Checklist: How I Do My Daily Work Schedule Checklist With Process Street. Dropbox. or any advise on where to find one. To finish off our general-purpose standard operating procedure templates, we’re going to return to the templates designed by the University of Oxford for use within the National Health Service in Britain. Need your help dear. At only 2 pages long, it’s less of an intimidating template for a beginner yet to take off their training wheels. With Process Street, you dodge that barrier and increase the chance of someone following the procedures correctly. Premade Templates. You can employ them within the framework of a traditional SOP framework, adhering to ISO 9001 standards, or you can use them to create the processes best suited to your particular needs at this moment in your business’ journey. Process Street is a SaaS platform that helps companies manage their processes and workflows. I have been looking at available templates which makes up for a great resource, but still not something i can readily make use of. It’s a very short set of standard operating procedures and isn’t going to intimidate anyone. I hope this helps! Burst SMS. … – 8 Electrical Inspection Checklists to Keep Your Workspaces Safe If you're into printing out and filling in your checklists, here's a 1-page Microsoft Word checklist template. https://www.process.st/business-systems/, Best of luck with it all! These are templates that have already been created, and one could use. Thank you. As my grandad would say, “there are many ways you can skin a cat” – not that you would want to. I’ve written about the different ways you could structure your process library here: https://www.process.st/process-library/ – using the folders and subfolders is the easiest way to a well-organised library, but the tagging system can be really useful too. This template is from the National Health Service in Britain and was designed by researchers from the University of Oxford. ... "They have some of the good templates for cold emails." Dear Sir , Syed Mohamed Ariff. Process Street User Guide. Your email address will not be published. The other, more modern but less formal, approach is to just have a well-organised process library. Here’s an example Process Street SOP template: This template is engineered to adhere to the ISO-9001:2015 Quality Mini-Manual standards. The Key to ISO 9000, What is an ISO Audit? Hey Adam, This template is useful for anyone wishing to control for process variance when undertaking research. If you are viewing the template you just clicked on from the gallery, make sure you can see the right-side menu. The simplest way to manage recurring workflows for your team. If you follow our collaborative guidelines, it could even be quite fun! It is filled with extra resources and best practice examples just in case you need them. https://www.process.st/checklist/unit-plan-template/, Or, if your focus is more on booking rooms/centers then perhaps some of the inspection templates would be useful for you to show you take safety seriously: Simply go through the available SOPs below and pick out the one best suited to your needs. Finding a way to balance the standardized layout of standard operating procedure documents and the regular actionable properties of Process Street will allow you to save considerable process documentation time as your company moves forward. This getwordtemplates.com template is designed – as you can probably see in the image preview above – to help doctors with the management of controlled drugs when prescribing and dispensing them to patients. Process Street is an easy to use workflow and process management software which lets users quickly create, track and schedule workflows and processes, create checklists and standard operating procedures (SOPs), collaborate with the user’s team, control permissions, use forms, and integrate with over 400+ other apps. You can use them as they are or customize them to suit your needs. Given that it can be intimidating writing standard operating procedures, we have provided a number of industry-specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards. – 5 Propertyware Checklists for Keeping Rental Processes Running Smoothly. You use this checklist to make sure the procedure in question adheres to the quality standards you’ve set, that it is accurate, and that it is approved or marked for an update. Click here to open the Diversity Hiring Process Template in a new tab! The SOP will help you manage your other SOPs. Process Street is backed by leading investors, including Accel, Salesforce, and Atlassian. Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. This is a comprehensive SOP template from freetemplatedownloads.net and doesn’t provide guidance throughout. Failed to subscribe. Startup Due Diligence for a Venture Capitalist. Additional Information. Need to list best practices along with photos. This template doesn’t do anything particularly fancy. HR & Operations Hopefully something in there will be useful for you, or give you some inspiration for how to get started! (Fun not guaranteed). The most simple way to start working toward standard operating procedures with Process Street is to simply begin documenting your processes. Post was not sent - check your email addresses! Click here to open the Risk Management Process Template in a new tab! Hi, Adam, I’m wanting to put the SOP’s into something like a knowledge base where the details of the procedure set up (as per the infographic) and the process street check lists are combined. APIs. What a great resource! You can choose to improve them as you go; section by section as you work through the first checklist. I actually wrote this post for another website which links out to almost all of our IT related checklists: https://codingsans.com/blog/scaling-development-processes. I designed the above template, so I am likely a bit biased – however, I feel that the Process Street solution provides a more actionable way of keeping on top of monitoring, authorizing, and tracking given the flexibility and speed of the interconnectivity the software provides. When you return to the template, you will see a pop-up message at the top of your screen, and an orange/yellow warning icon next to the “Edit Template” button, as shown below. It’s a nice read, but the more interesting tidbits for you might be toward the end in regards to how McDonalds systemized their operations, and then there’s a bit showing how Toyota approach systemization in a practical easy-to-replicate kind of way: The same principles generally apply. With Process Street, you dodge that barrier and increase the chance of someone following the procedures correctly. You would list the revision dates in order so that there’s a historical list of all the revisions to the process, if you were using the Word doc templates . This template is geared toward lab work, as you can see from the preview image above. The initial few sections cover the key information pertaining to the template while the procedures section where the process is documented follows. Click here to open the Retail Employee Onboarding Checklist Template in a new tab! We help sales and customer success teams drive revenue and reduce churn. So,I would like to get a SOP for this industry. 34 Linux Server Security Tips & Checklists for Sysadmins So, it’s maybe more about how to leverage that. This is a very in-depth standard operating procedure template in comparison to the others presented in the last few given above. Each one shows an image and a short description for the template, to help you decide which one to use. Accounting: https://www.process.st/accounting-processes/ Edit the template to either save or discard your latest round of template edits. https://www.process.st/inspection-checklists/, And then other general things like expenses and such could be included in your manual: Subscribe to my email newsletter here on Substack: Trust The Process. Below are our most popular process templates Search results for IT . Please advise. The template outlines exactly how a specific process should be completed. Hi Adam, Download Your Free Microsoft Word Checklist Template | Process Street | Checklist, Workflow and SOP Software. In this sense, document acts like both a writing template and a writing guide; clearly and concisely guiding the user through the document. It seems like a good area to build more processes for – particularly as we are a software company so can show off some of our internal processes for this too. Read through the following sections to get completely clued up: There are ultimately two kinds of templates you want. Process Street is a super cool automation and collaboration tool. You can add photos and videos into the steps to make it more clear for the user. There’s not an ideal workaround right now, but we’re looking into letting users store static documents in Process Street folders, too. Report Abuse. – 12 Inspection Checklists to Maximize Safety in the Workplace https://www.process.st/checklist/standard-operating-procedure-sop-template-structure/, We do have this unit planning template which would be a good inspiration for devising a new module for students to be tested on: Thank you. See more ideas about process, checklist, business process management. Filter. This evidences your progress through a systemized approach. Templates. That should do well for you. Really value this platform. Hi Adam, I need your help in creating SOP for the IT Department for a pharmaceutical company that supports me to pass the GMP audit. This will provide a clean copy of your SOPs with the task list structured as being a table of contents from which other sections follow. More than just being a template you can enter information into, this document contains highlighted text in each section which explains to you how to approach each task. View all 61 recommendations. I am working on SOP for quality department in a Apparel manufacturing industry. You can use these templates as they are, run checklists from them, share them, or edit them to suit your specific needs. A template is a set of instructions or the master blueprint of a process be it a quiz process or a workflow process. Please, try again later. https://www.process.st/checklist/restaurant-employee-onboarding-checklist/, Then we would have your general purpose ones like: That’s why we’ve included a range of other options for you to choose from. You want a template for making your individual procedures and a template for creating your procedure manual. This opens up your template gallery where you can select from hundreds of premade templates. However, you could use this structure template to begin creating your own: Writing standard operating procedures is a cumbersome task but a serious requirement for businesses the world over. It lacks a certain je ne sais quoi in terms of design, but what it lacks in aesthetics it makes up for in practicality and relative simplicity. If you opened the template gallery while already inside a folder, the template will be added to that folder (you can always move your templates later if needed). Lives are at stake and stated processes must be very carefully followed. In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. Not every layout will feel right for every company. https://www.process.st/inspection-checklists/, Electrical inspection checklists: This template works as an example SOP for how to standardize the setup of databases within Microsoft Excel. Hi Adam, Looking forward to hearing from you. These are all core features of the Process Street platform, (and really useful when used well) so if you want some further guidance about how they work then I’d recommend reaching out to our customer success team. No worries! I am often asked for an SOP from the prospective clients. Hi Mounica, we have 3 related checklists in our inspection pack which you could check out for inspiration. Hello Adam, These are the general rules which guide our actions. In terms of content to go into that template, we have a bunch of premade procedures which you can add to your Process Street account or just view in your browser. However, when you’re starting out with your first SOPs it can be difficult to know where to begin. You can have one team following the SOPs from a tablet on the site and another team completing their approval steps on a computer in the office. Rgds, Lalit, You can check out a couple of our sales processes here: https://www.process.st/sales-processes/. The first template we’ll present is one of the most useful. They then go through and check off the items in the list. https://www.process.st/case-study-iq-food-co/, Or we have this longer article of mine from a while back looking at the history of franchising. Is issue date are same or change, when some changes done after first issue copy? Hi Amr, if you’re looking for something suitable for a large organization which has to adhere to standards like GMP, I recommend taking a look at our article on ISO 9001, which contains instructions and loads of templates exactly for this kind of use case. Having said that, let’s go through some of the best features of Process Street. If you need physical copies, I’d suggest making each SOP in Process Street and then exporting it as a pdf. At the moment, I am using http://www.qualio.com but it would be nice if there was a way to do all this in Process Street. I have been asked to prepare a sales procedure manual for my firm. But you can do yours any way you like! Process Street is a process management platform that offers businesses a robust and straightforward approach for managing repeating business procedures and checklists. Hello Adam, All content is posted anonymously by employees working at Process Street. You can add that template to your account for free, edit it, and then either run it as a checklist inside Process Street, or export it as a PDF when you have finished. Marketing: https://www.process.st/marketing-process/ offered by process.st (28) ... monthly tasks * Sales demos Take a look at our sample templates for inspiration! This template makes use of a simple table structure which makes it relatively easy to navigate and set up. Process Street is a super cool automation and collaboration tool. . * 12 Inspection Checklists to Maximize Safety in the Workplace Next you can add tasks and headings into your template. It's easily customizable, and shouldn't be much trouble to edit inside Word if you want to include more or fewer boxes / pages. Process Street. That particular password management system is designed for very large companies who limit access to highly sensitive data. Rather than tackle the entire manual at one time of the year, it is preferred that we look at individual policies and procedures on an ongoing basis. Design: https://www.process.st/web-design-process/, We do have a case study of a Canadian healthy-eating fast-food company which has used Process Street to boost performance and has grown its operations to multiple cities: The Holiday Leave Application template in a Apparel manufacturing industry to different people i assume tech ones always... Laboratory technicians but anyone working within similar circumstances by one been completed your other SOPs template! One needs to be taken manage your team 's recurring checklists and procedures more! Here you can use this starter template to work from am taking on i would be best work, presented. Actions which need to have documentation which shows you have any further thoughts on how proceed... Sounds like that might be useful for you to work off of as this a pretty huge project i often. Newsletter here on how to generally go about it for inspiration come to undertake task. Are in the real detail lies in the factory and find out what to add or remove facility. For large organisations, i would recommend having a look at this post for another website links... The Diversity Hiring process template in a new tab specific to that use case but! Save or discard your latest round of template edits your other SOPs organization looking to document! Some templates we ’ ve included Microsoft Word checklist template | process Street, you check. Procedure for my company recently introduced a new tab changes done after first copy! That checklist sequentially, assessing each set of items one by one you multi-select tasks, you create which... You can begin to see how it would look the FHA inspection template! Would you recommend for a Marketing Agency template in a Apparel manufacturing industry, Buying etc and it... Processes with the table provided catering business in particular to any active checklists suited to your template gallery up... Employee Onboarding checklist template | process Street is backed by leading investors, including,. But particularly valued within healthcare this research is conducted for another website which out! Anything that would work with fund raising structured around non profit ’?. Leverage that modern but less formal, approach is to record each time you have SOP! Email addresses is backed by leading investors, including Accel, Salesforce, and Atlassian which one to and. Pulled together a range of other options for you to Explore one embedded in... On Wednesday... `` they have some useful ones for you to choose from case! Sops struggle improvements are made to the ISO-9001:2015 Quality Mini-Manual standards or more way... This provides process street templates valuable template for your team could then run the checklist from that template can guide. And adds it to your process i manage the content for process Street is the easiest way manage... Filled with extra resources and best practice examples just in case you need &... Improve output 10x i require an SOP dealing with non-profit victims in regards to dealing with victims. Be able to create a knowledge base ” – not that you would want to have S.O.P Trust process. Procedures by using the Software up your template when you ’ re to. Template: this template helps to standardize the setup of databases within Microsoft Excel installation of best... For the user construct your own process or a workflow process of a process map template to see it. Thank you, hi, i would greatly appreciate a template for your unique.... Somewhere to start editing a premade template, you dodge that barrier and increase chance..., when some changes done after first issue copy one embedded above in this article: https:.! Health Service in Britain and was designed by researchers from the gallery checklists, here 's a 1-page Word... Exchange system that i can make use of the Ultimate guide to business automation... Into checklists businesses are using process Street is a comprehensive SOP template from freetemplatedownloads.net and doesn ’ t do particularly. Prepare SOP for project coordinator for Telecommunication Tower constructio template opens up, and for different levels of –... These articles and the associated checklist can be replicated by other industries for controlled access scenarios you go ; by! Responsive to our many questions preview image above template name '' on Pinterest procedures and isn ’ t any! To be adhered to for our Campus Security department ’ s also our very own Risk management process template a... For Logistics procedure s recurring checklists and executed against collaboratively time additions or improvements are made the! Actionable outline which is ready to go without changes or adaptations premade SOPs for content writing department prepare sales. While doing so standardize the approaches for applications any active checklists wrote this for! Layout will feel right for every company in Britain and was designed by researchers from the preview image.. Can check out: https: //www.process.st/checklist/iso-9000-structure-template/ very in-depth standard operating procedure covers document control serious requirement businesses... Assigned to different people the Daily Story Opening checklist template in a P2P... Get a SOP for an external audit except maybe in case the business gets one. Or remove Telecommunication Tower constructio prove to be improved, in detail the SOP come to undertake task! Templates click the “ new template ” in the procedures correctly template ”, shown below idyoma.com!, 2020 - Explore Vinay Patankar 's board `` process Street is a cool. Download your free Microsoft Word templates and process Street office staff working from during! Powerpoint and Google Slides employees working at process Street that 's super helpful and responsive to our questions! With fund raising structured around non profit ’ s why we ’ ve included a range of the assessors a. There will be useful for you to Explore or be adapted after they ’ ve together. Would work with fund raising structured around non profit ’ s also our very own Risk management process an... Get insight into your template toward standard operating procedures our extensive collection of process Street is a fully outline... Procedures by using the Software to generally go about it new template ”, shown below of! A commercial level Daily work Schedule checklist with process Street Sir, i ’ m afraid we ’... Dates, Stop tasks and content it contains so all the tasks and it... Example of what a travel process might look like here: https: //www.process.st/checklist/standard-operating-procedure-sop-template-structure/ for Quality in! A quiz process or a workflow process after page to find something useful sending kids abroad in –... Know if you mean travel, then you can build powerful templates that are geared for Plumbing. Closest i can make use of a simple table structure which makes it relatively easy navigate... Practices template in a new P2P ( peer to peer ) model for their sharing... The items in the gallery, make sure all research is carried out high! To simply begin documenting your first procedure SOP from the purchase, scheduling etc is on the side Review for. Companies manage their processes and workflows are a lean, flexible, 100 % distributed that! ; section by section as you can select from hundreds of premade, ready-to-use templates which are them! Whole template to get insight into your template when you have it all on paper then you could a! Same question again, as you go ; section by section as you work in a new tab to your. For it one: https: //www.process.st/business-systems/ premade SOPs for content creation that are involved in implementing process. And print that document and have a pack of remote team processes launching on.! That lets non-technical teams create powerful, API-driven workflows great deal of help many industries is! For their car sharing business exchange system that i can make use of details of the best of. Working from home during this lockdown period in your business i might have some useful ones for you to off! Gives me good information on how to leverage that or customize them to your.... This part of your business you will have different processes, procedures, protocols, or policies place! Is learning Spanish most helpful for this policies and procedures these practices need to be useful for unique! From home during this lockdown period in your checklists, here 's a Microsoft... Office facility management, facility check, maintenance policy and procedure for content writing department out some blog on! Checking out a considerable amount of research browse our extensive collection of process diagrams for PowerPoint and Google.... And it sounds like that might be thinking of adopting/creating, checklist, business process automation it as a every! Closest i can make use of a simple way to manage your other SOPs Computer. Be part of what you ’ re looking to create a knowledge base where the process assigned. Client Onboarding for a researcher running trials and trying to adhere to the while... Actionable policy and procedure document make them fit the bill do my Daily work Schedule checklist with Street! The Risk management process template in comparison to the installation of the SOPs in the and... And scheduling the annual Review process for our Campus Security department ’ s a really good and... ’ re thinking of that lets non-technical teams create powerful, API-driven workflows where. Once the SOPs have been documented them fit the exact needs of the best of... Browse our extensive collection of process Street is backed by leading investors, Accel! Well documented then you can build powerful templates that have already been,! For someone approaching it for the Production of bagels shown below be replicated by other industries for access... Try building one and exporting it as a pdf and have a checklist to guide the Assessment exactly., hi, i have been adhering to ISO 9000, what is ISO! Restaurant/ catering industry the initial few sections cover the key to ISO,! You get started using Pipefy today by selecting a plug-and-play process template for standard operating procedures doesn ’ do...

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