You can easily print a list of your procedures using the Procedures Register Report, available in the reports section of Way We Do. Your Procedures Register Report will provide you with an easy resource for team members who are responsible for editing and maintaining your content. It can also be given to auditors whenever required.
The detailed report will list your policies, procedures and checklists, and contain the important information for each one, including:
Procedure: title of the policy, procedure, checklist, or quiz
Version: the current published version
Editor: the name of the most recent editor
Status: is the item published, draft, in review, or retired
Roles: which roles are assigned to the procedure
Last Edited: when the procedure was last edited
Last Assessment Status: what is the status from the last revision
Last Assessment Date: when the last revision occurred
Select Reports from the top right
Then choose Procedures Register
There are 5 ways to view the content on the register:
Title: all procedures based on their name
Status: procedures based on their status as either published, draft, in review, or retired
Label: procedures based on the label they're in
Editor: procedures based on who the editor was
Role: procedures relevant to a specific role
You'll need to toggle between Published and Unpublished views, using the eye symbol.
Published: items currently published or retired status
Unpublished: items in Draft, In Review, or Upcoming status
View the list directly in Way We Do, or download a CSV file for printing or distribution by clicking the CSV button in the top right of the screen.
To protect your restricted procedures from accidental access, we have made the full Procedures Register Report available only to Administrators. Please let us know if you require full access for Editors.
Viewing the Procedure and the Revision History
To view the procedure, click the view procedure icon, that looks like a square and an arrow.
The view the revision history, click the procedure title. This will take you to edit information about the procedure. This information can also be exported in to CSV if required
