How to Create a Procedure Using SweetProcess
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1Log in and click the "Create Procedure" button
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2Enter the title of the procedure.
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3Add 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. -
4Click on the "Continue" button.
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5Click on the title of the procedure to add a description.Click the Title area to begin editing.
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6Enter some tagsBy making use of a tag, you will be assigning an index keyword/phrase/term to a procedure so that it can be quickly identified.
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7Click on the "Add a Step" buttonClick the "Add a Step" button to begin editing.
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8Give the step a title & description
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9Add images to the stepDrag and drop images from your computer into the image drop area.
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10Click on “Finished editing” to save the draft of the step.
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11Click 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.
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12Repeat step 11 until you have added all the steps you need to document the procedure.
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13Finished editing the draft of the procedure? Click the "Approve" button to make it the live version of the procedure.
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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14All done? Click on "Procedures"This will take you back to the dashboard, where you can manage all of your procedures.
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