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Procedures

  • Embed Procedure / Policy in an external website like Wordpress
  • How am I notified about changes to procedures, policies and processes?
  • How do I add a decision to a procedure?
  • How do I add a form field to a step of a procedure to capture data in a task?
  • How do I add a tag to a procedure?
  • How do I add/embed a video to a procedure?
  • How do I approve a draft of a procedure so that it becomes the live version and notify everyone who has access to it?
  • How do I approve a draft of a procedure so that it becomes the live version without notifying everyone who has access to it?
  • How do I comment, collaborate, leave feedback or suggest an improvement on a procedure?
  • How do I create a Procedure?
  • How do I delete a procedure?
  • How do I download or export or print a PDF document of a procedure?
  • How do I download or export or print a Word document of a procedure?
  • How do I duplicate a procedure?
  • How do I import a procedure into SweetProcess?
  • How do I reorder form fields in a step of a procedure?
  • How do I reorder steps in a procedure?
  • How do I request an approval for a draft of a procedure so that it becomes the live version?
  • How do I restore a procedure, process or policy from the recycle bin
  • How do I search for a specific procedure?
  • How do I view the version history of a procedure?
  • Schedule a periodic review for a procedure, policy or process so that I can verify it is up-to-date?
  • What is the Quickest and Easiest way to document a Procedure?

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