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Procedures

Embed Procedure / Policy in an external website like Wordpress
You can embed a procedure or policy in any website you like, and changes you …
How do I add a decision to a procedure?
The instructions below will show you how to add conditional logic to a procedure. This …
How do I import a procedure into SweetProcess?
The instructions below will show you how to import an existing procedure into SweetProcess. Use …
How do I reorder form fields in a step of a procedure?
The instruction below will show you how to reorder the form fields in a step …
How do I add a form field to a step of a procedure to capture data in a task?
With this feature, you can add a form field or multiple form fields into a …
Schedule a periodic review for a procedure, policy or process so that I can verify it is up-to-date?
The guide below will explain the following: 1) Why it is important to schedule a …
How do I reorder steps in a procedure?
The instruction below will show you how to reorder the steps in a procedure. ### …
How do I search for a specific procedure?
Searching in SweetProcess is a great way to quickly locate the information that you are …
How do I approve a draft of a procedure so that it becomes the live version and notify everyone who has access to it?
The instructions below will show you how to approve a draft of a procedure so …
How do I request an approval for a draft of a procedure so that it becomes the live version?
The instruction below will show you how to request an approval for a draft of …
How do I approve a draft of a procedure so that it becomes the live version without notifying everyone who has access to it?
The instruction below will show you how to approve a draft of a procedure so …
How do I comment, collaborate, leave feedback or suggest an improvement on a procedure?
The instructions below will show you how to comment, collaborate or leave your feedback on …
How do I view the version history of a procedure?
Step 1: While viewing a procedure click on the clock icon. ![Step 1: While …
How do I duplicate a procedure?
The instructions below will show you how to make a copy of a procedure. Essentially …
How do I delete a procedure?
The instructions below will show you how to delete a procedure. ### Step 1: While …
How do I add a tag to a procedure?
The instructions below will show you add a tag to a procedure. You can either …
How do I download or export or print a Word document of a procedure?
The instructions below will show you how to download a Word document of the procedure. …
How do I download or export or print a PDF document of a procedure?
The instructions below will show you how to download a PDF document of the procedure. …
How do I add/embed a video to a procedure?
The instructions below will show you how to add/embed a video to a procedure. You …
How do I create a Procedure?
The instructions below will show you how to create a new procedure. ### Step 1: …
What is the Quickest and Easiest way to document a Procedure?
The quickest and easiest way to document a procedure for a repetitive task that you …