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.
Step 2: 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.
Step 4: 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.
Step 6: Click on the title of the procedure to add a description.
Step 7: Click on the “Add a step” button
Step 8: 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.
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.
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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