Strengthening that foundation can be achieved by properly documenting your policies and procedures. Arrange the flowchart from left to right, top to bottom. Make sure to arrange both the text and visual parts of your documentation in a consistent manner, so that the order of your process is easy to follow. Secure approval by all team members. State these in a verb / object format (e.g., approve request, sign paperwork, distribute form, etc.). These titles should be clear and short. Sticky notes can be very effective for this step. This process description addresses aspects of all three subprocesses, but is primarily focused on document control and records management. Does it look complete based on the boundaries you defined in Step 2? You can automatically add diagram content, including shapes and metadata, into a Word document by using the Export to Word feature. Process Boundaries. Identify the roles (whom) that will be completing the activities for the process. the right side, and the "no" always in another (e.g. State these in a verb / object format (e.g., approve request, sign paperwork, distribute form, etc. Use arrows to make the direction clear. At face value, this might sound unnecessary, but you'd be surprised how many different processes exist within businesses. Alters the procedure if it already exists. It includes job specifications and its nature, experience, qualifications and skills required for the job, etc. Identify the start and end points of the process. The information has been submitted successfully. : Canada, China). wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. Secure approval by all team members.Â, Here’s a process documentation example to demonstrate how it all comes together.Â. the bottom side). Join the . Identify the start and end points of the process. Join the Quick Base Builder Program to learn how to build apps, develop advanced skills, and explore Quick Base at your own pace. Once you have the processes documented and approved, your next step will depend on what actions you plan to take in your company. D&PS - DPS - Document and Process Servers. For instance, write "Send bill to customer,". What triggers the process to start? Once you have the processes documented and approved, your next step will depend on what actions you plan to take in your company. Ready to get started documenting your processes? I need to prepare a process guide for my systems and this is only the second document I have, "I wasn't sure of the correct shapes to use in a flow chart, so this was useful. Take a look at the sequence as a first quality check. References Identify key processes and tasks in your business, and develop standard operating procedures (SOPs) for each. One of those tools is a process and procedures manual; a written document that explains how you complete every routine task in your business. Each Green Card category will have specific steps and procedures to follow. SOPs Make important procedures such as first-aid and emergency exits clearly visible. We use cookies to make wikiHow great. For instance, a flowchart written in Arabic moves from right to left. We know ads can be annoying, but they’re what allow us to make all of wikiHow available for free. procedure_nameThe name of the procedure. Management of Active Paper Records 1 2. WhetherÂ, you are making changes, it’s a good idea to take a look at each process to determine where there are opportunities to , Ready to get started documenting your processes? Don’t worry about sequencing the activities at this time, just brainstorm freely. To document a process, break the big picture down into sub-processes, which are the key tasks that are performed. To document a large process, create multiple flowcharts or diagrams. Information submitted on this site is subject to the privacy policy. {"smallUrl":"https:\/\/www.wikihow.com\/images\/thumb\/6\/61\/Document-a-Process-Step-1-Version-3.jpg\/v4-460px-Document-a-Process-Step-1-Version-3.jpg","bigUrl":"\/images\/thumb\/6\/61\/Document-a-Process-Step-1-Version-3.jpg\/aid696273-v4-728px-Document-a-Process-Step-1-Version-3.jpg","smallWidth":460,"smallHeight":345,"bigWidth":"728","bigHeight":"546","licensing":"

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