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Procedures Overview

Overview: Document work instructions with procedures
Updated 1 week ago

Procedures

The heart of TaskTrain is the Procedure, a step-by-step outline of work instructions with optional Resources at each individual Step.

Procedure with numbered Steps and a Step's Resource visible in the detail pane

Steps

A Procedure Step is a distinct, individually trackable work instruction within a Procedure. Steps may be nested up to four levels deep to break down complex work into easily understandable, individually trackable and auditable parts.

Procedure with nested Steps showing the substep hierarchy

Resources

A Resource is reference material associated with one or more Procedures or Steps. Resources become viewable as a Guide on the Assignment or Task corresponding to the Procedure or Step to which the Resource is connected.

Procedure showing all three Resource types: Linked, Attached, and Embedded

Related Articles

Next

  1. Assignments

Overview

  1. Procedure Writing Best Practices
  2. Procedure Steps Overview
  3. Resources Overview

Step-by-Step

  1. Create a Procedure
  2. Add Resources to a Procedure or Step
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