Procedure Writing Best Practices

Overview: Tips for writing effective outline-based standard operating procedures

Written by Keith Gillette
Updated 6 months ago

Procedure Steps Overview

Overview: Making Changes to Procedure Steps and Substeps

Written by Keith Gillette
Updated 2 weeks ago

Navigate to a Procedure

Step-by-step instructions: Find and select a Procedure

Written by Keith Gillette
Updated 2 weeks ago

View Procedure Steps

Step-by-step instructions: Navigate to the Procedure Step list and toggle Steps open/closed

Written by Keith Gillette
Updated 2 weeks ago

Create a Procedure

Step-by-step instructions: Create a Procedure, an outline of work instructions

Written by Keith Gillette
Updated 2 weeks ago

Add Steps to a Procedure

Step-by-step instructions: Create Steps and Substeps in a Procedure

Written by Keith Gillette
Updated 2 weeks ago

Reorder Procedure Steps

Step-by-step instructions: Change the order of Steps and Substeps

Written by Keith Gillette
Updated 2 weeks ago

Promote/Demote Procedure Steps

Step-by-step instructions: Indenting, and outdenting Procedure Steps

Written by Keith Gillette
Updated 2 weeks ago

Update Procedure Step Name or Detail

Step-by-step instructions: Change Procedure Step title or explanation

Written by Keith Gillette
Updated 2 weeks ago

Delete Procedure Steps

Step-by-Step Instructions: Remove Steps and Substeps from a Procedure

Written by Keith Gillette
Updated 2 weeks ago

Update Procedure Info

Step-by-step instructions: View/change Procedure name, description, default assignee, & categorization

Written by Keith Gillette
Updated 2 weeks ago

Update Procedure or Step Default Assignee

Step-by-step Instructions: Save time with Default Assignees

Written by Keith Gillette
Updated 2 weeks ago

Update Procedure Publish/Draft Status

Step-by-step instructions: Publish a Procedure draft

Written by Keith Gillette
Updated 2 weeks ago

Update Procedure Archive Status

Step-by-step instructions: Archive an outdated Procedure

Written by Keith Gillette
Updated 2 weeks ago

Move or Copy a Procedure

Step-by-step instructions: Move or copy Procedures within and between Manuals and Organizations

Written by Keith Gillette
Updated 2 weeks ago

Print or Export a Procedure

Step-by-step instructions: Print or Export Procedure

Written by Keith Gillette
Updated 2 weeks ago

Delete a Procedure

Step-by-step Instructions: Permanently remove a Procedure

Written by Keith Gillette
Updated 2 weeks ago

View Activity History

Step-by-step instructions: Audit activity history for Procedures, Steps, Assignments, and Tasks

Written by Keith Gillette
Updated 2 weeks ago