Glossary of Terms (Terminology) used in SweetProcess

Team Manager

A team manager can approve drafts of procedures and processes within a team. Whatever they approve becomes the live version.

They can create, edit, delete and view procedures and processes within a team.

They can comment on and duplicate procedures and processes within a team.

They can invite other users to your SweetProcess account and add them to the team(s) that they manage.

They can revoke access and can downgrade/upgrade a user's permissions within the team(s) that they manage.

Policy

A policy is a general rule, guideline or framework employees have to abide by. For example Vacation Policy, Dress Code Policy and so on.

Procedure

A procedure is a step by step checklist that describes how to carry out a specific task.

Process:

A process is the highest level description of a single large task and it provides the BIG picture. You are usually dealing with a process when a task requires multiple procedures to fully describe it.

Check out this blog post we created titled "The Key Difference Between a Policy, Process, & Procedure (and Why it Matters For Your Business!)".

Regular Member:

You have more control over what a regular member can see or do in SweetProcess. This is why we suggest that you add most of your employees into SweetProcess as regular members.

A regular member can view procedures, processes, and policies they have been given access to.

They can comment on any procedure, process or policy they have access to.

Note: A regular member can either be a team manager or not.

If the regular member is a team manager they can create procedures and processes within a specific team without the need to get them approved. They can also edit any procedure or process that they have access to and approve it so it becomes the live version.

If the regular member is not a team manager they can create procedures and processes within a specific team but whatever they create will first have to be approved by a manager. They can also edit any procedure or process that they have access to... whatever they edit becomes a draft which requires approval to become the live version.

Super Manager:

A super manager is an admin with account-wide access to all procedures and processes in your SweetProcess account and they can approve drafts.

Super Teammate:

A super teammate is an admin with account-wide access to all procedures and processes in your SweetProcess account but they cannot approve drafts.

Tag:

A tag is an index keyword/phrase/term assigned to a procedure, process or policy so that it can be quickly identified.

Task:

A task is an instance of either a procedure or a process that is trackable. When you assign a task to employees, you will be able to track their progress on that particular task until completion.

Team:

A team is used to represent a functional group/department within your company in SweetProcess.

For instance, you have an "HR" department within your company, after creating the HR team in SweetProcess, you can add HR related procedures and processes into the team, you can also add employees into the team so that they only see procedures and processes that have to do with HR.

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