How do I create a Procedure?

The instructions below will show you how to create a new procedure.

Step 1: Click on the “Procedures” tab.

Click on the “Procedures” tab.

Step 2: Once the page opens up, click on the “Create procedure” button on the top right-hand side of the page.

Once the page opens up, click on the “Create procedure” button on the top right-hand side of the page.

Step 3: Enter the title of the procedure.

Enter the title of the procedure

Step 4: Add the procedure to a team or multiple teams.

Add the procedure to a team or multiple teams. Click on a checkbox to add the procedure to a team or on multiple checkboxes to add the procedure to multiple teams at the same time.

Step 5: Click on the "Continue" button.

Click on the "Continue" button.

Step 6: Click on the title of the procedure to add a description.

Click on the title of the procedure to add a description.

Step 7: Click on the “Add a step” button

Click on the “Add a step” button

Step 8: Give the step a title and description.

Give the step a title and description.

Step 9: Attach files, images and/or embed videos to this step as needed.

Step 10: Click on “Finished editing” to save the draft of the step.

Click on “Finished editing” to save the draft of the step.

Step 11: Click the “Add a step” button to add a new step... Repeat steps 7, 8, 9 and 10 to enter and save the details of the new step.

Step 12: Repeat step 11 until you have added all the steps you need to document the procedure.

Step 13: As soon as you are done with documenting all the steps of the procedure, click on “Approve”, which’s on the top right-hand corner of the page to approve the procedure and make it live.

As soon as you are done with documenting all the steps of the procedure, click on “Approve”, which’s on the top right-hand corner of the page to approve the procedure and make it live.

Note: if you do not have the ability to approve the procedure, you will be able to request approval by clicking on the "Request Approval" button as shown below.

Note... if you do not have the ability to approve the procedure, you will be able to request approval by clicking on the "Request Approval" button as shown below.

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