Using the Basic Procedure Template
Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Within the Company Manual you can add new procedure documents. Way We Do provides a basic procedure template for you to document your policies and processes, which is useful as a guide if you're not sure how to start.

You can load the basic procedure template in two ways. From the Company Manual landing page, or from within one of your labels.

  • To begin from Company Manual landing page, in the Create your own carousel, select Create a basic Procedure

From within a label, click on the + Add New button then choose Create a basic Procedure from the popup menu


The basic procedure template provides best practice instructions of what to include within the procedure.

Type the name of the document and start writing who the procedure is for and why it is required for the business or organization. You're also able to insert images and videos.

Did this answer your question?