Way We Do provides plenty of easy to use editing tools and power-packed extras to help you create policies and procedures that your team will enjoy using. This guide provides a tutorial of the procedure editing screen, including instructions for editing, publishing, and deleting your procedures.

NOTE: Only Admins and Editors are able to edit, publish, and delete procedures.

Editing Section (Draft/Pending Review)

  • Edit - Click the pencil icon to "Edit" the procedure.

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  • Title Bar - Enter the name of your procedure by overwriting the words "Untitled Procedure"

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  • Editing Tools - The Editing Toolbar contains all of the standard editing tools you would expect, with a few extras. If you are unfamiliar with any of the icons used, hover over the icon and the description will be displayed

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  • Way We Do has an "auto-save" feature which appears whenever an edit is made to the procedure

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  • Finish - Way We Do has an "auto-save" feature, however, we recommend that you click the "Finish" button to keep your latest edits

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  • Procedure Status - Way We Do allows you to assign a status to a Procedure. A procedure can be saved as a draft, marked as pending review, or published. To learn more about procedure status, read our Procedure Publishing Status Overview

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  • Cancel - Click the "Cancel" button to take you back to the view mode and cancel the latest edits

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  • Print to PDF - Click the printer icon to print the procedure to a PDF file

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  • Delete - Click on Finish or Cancel first if you're still editing the procedure. Then Click the trashcan to delete a procedure

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  • It will then ask you to confirm the deletion of the Draft

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Published Section

  • View Only - Click the View Only icon to leave the editing screen without saving changes

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  • Title Bar - Name of your procedure

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Active Criteria

Active Criteria can be viewed and edited in both published and draft / pending review statuses.

For more information on Active Criteria, see the following support articles

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