How to work with "Procedures"

In the Procedure module you can find the processes, procedures, work-instructions, and other documents. The list of procedures is populated based on the users access rights and therefore keeps the overview clear and concise.

Active
Active procedures are available for everybody who as access to the procedure.

Draft
Drafts are only available for people with document creation rights and process owners.

Pending
Pending procedures are only available for people with document creation rights and process owners.

Archive
Pending procedures are only available for people with document creation rights.

You can read a procedure by simply clicking on it.

You can simply create a new procedure by clicking on the "New Procedure" button in the overview. You'll only see this button when you have the creation rights. To create a new procedure simply fill in the fields of the form. On the right you can select the approvers and even ask for read confirmation.

At the bottom you can put the complete description of the process. If you prefer you can even create a flowchart by clicking on the "New" button.

As you can see, you can select groups that will have access to the procedure. You can do this by simply marking the box and click on Save on the very bottom of the procedure.