02. SOP Management
Explore SOP Management to learn how to create and optimize Standard Operating Procedures for operational excellence
By Dan and 3 others4 authors141 articles
Edit Toolbar Overview
Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures
Procedure Publishing Status Overview
Edit History / Revision History
How to Use the Review Tools in a Procedure while it is in Pending Review Status
View and Edit an Existing Procedure
Where has the Activated Checklist gone? It’s missing or disappeared.
Involving Your Business Coach, Consultant and/or Trainer
Add Headings to your Policy or Procedure
How to Copy a Procedure
Add a New Procedure
Add new procedure using the "no template" option
Using the Basic Procedure Template
Browsing and Viewing Policies and Procedures
Installing and Re-Installing a Pre-Written Procedure Template
Adding Tasks to a Procedure
How to Add a Revision Date to a Procedure
Adding an Acceptance Request
"MailTo" templates in Way We Do
Adding version numbers to your procedures
Why can't I add tasks, revision dates, or other criteria to my procedure while writing it?
How to Paste a Drawing into a Procedure
Editing and Linking Attachments That Are Hosted By A File Sharing Solution
Editing Attachments, Saving and Reattach To Procedure
Strikethrough, Superscript & Subscript Short Cut Keys and HTML
How to add a quote to a procedure
Embed Loom Video in Way We Do
How to Make Videos Private to Your Company Manual
Activity Title Settings
How to Attach Files and Link to them within your policy or procedure
Inserting PowerPoint and other presentations into your procedure
Inserting special characters and symbols into your procedure
Inserting a table into your procedure
Inserting an image (picture) into your procedure
Inserting video into your procedure
Embedding Attached PDFs into Procedures
Inserting PDF Documents
Use of Indention to Create Formatted Lists
Linking to an Email Address
Removing a Link
Linking To Another Procedure or External Website
Embed a Google Drawings Image
How Do I Change The Font In My Manual?
How to Insert Page Breaks in a Document
How to Restrict a Procedure and Keep it Private
Testing and Tweaking Your Operations Manual
Adding editing annotation
Editing already published procedures
Why Can't I Cut, Copy or Paste Using The Rich Text Editor?
Create Web-Based Image Files To Insert Into Documents
Can I bulk upload content from Word documents to my Way We Do manual?
Involving a Technical Writer
How do I center text?
How to Remove a User from Your Company Manual
Can I restart or resume an Abandoned Checklist?
Change the role on the Responsibilities tab of an Activated Checklist?
Recognizing mandatory steps in a Checklist
Process Simulation for Activated Checklists
Add a Dependency to a Step of an Activated Checklist
Assign Roles to Activated Checklist Steps
Resume Checklist Instance
Activated Checklist Headings
How to Add Comments, Images (photos) and Attachments to Activated Checklists
What do the Colors and Symbols on the Checklist Activity page/tab mean?
How to Create, Edit and Publish an Activated Checklist
How do I add collaborators to an Activated Checklist Instance?
How to add steps in an Activated Checklist
Setting Conditions on Decision Points
On time, Overdue, Confirmed, & Unconfirmed statuses
Decision Points for Activated Checklists
Automated Schedules for Activated Checklist Instances
Adding & Editing Active Criteria
How to add a Delay to an Activated Checklist
How do I add a procedure to a step in an Activated Checklist?
Retire or Delete a Procedure
Print a Procedure
Running an Activated Checklist Instance with a Due Date
Running an Activated Checklist Instance with an Event Step
Running an Activated Checklist Instance with a Delay Step
Editing Comments in an Activated Checklist Instance
Updating Checklist Instance Activity Titles
Print an Activated Checklist (with Instructions).
How do I review or Sign-off a completed Activated Checklist?
Should I delete or retire an Activated Checklist?
Why are Supervisors not receiving Activated Checklist Review emails?
How can I see who checked off an item in an Activated Checklist?
Editing already published Activated Checklists
Checklist Instance Search and Due Dates
Expand Activated Checklist to Fullscreen and Sync Instruction Panel to each Step
How do I save my Activated Checklist and come back to finish it later?
How to add an Event Step to an Activated Checklist
How do I view my team’s Activated Checklists in progress?
Start URL's for QR Codes & NFC Tags
Why can't I find Activated Checklist instances that my team has completed?
Checklists Daily Reminder Email
Insert a step below or above other
Drag & drop multiple steps
Duplicate an Activated Checklist step
Active Criteria Overview
How to create a Procedure or Checklist Template
How to Copy a Procedure or Checklist
Creating a Bullet Point (Un-ordered) List
Highlighting Text with a Different Colour (color)
Changing the Colour (color) of Text
How to Cut and Paste Content
Change The Width Of A Table Column
Can I cut and paste images into my manual?
Can I write my company manual in another language?
How to realign an image in a document
Creating Ordered (alpha/numeric) List
Using Bold, Italics and Underline
Increasing or Decreasing the Size of Text
Creating and Saving Your Own Templates
Resize A Table's Width and Height (Rows and Columns)
Add or Delete A Row or Column In A Table
How to Stop Revision Reminder Emails
How can I share my Way We Do manual?
How to Invite Others to Review a Procedure (Pending Review Status)
How do I export or print documents (policies and procedures) from my manual?
How to Print a Table of Contents for the Manual
Delete a Draft or Pending Review Procedure
Company Name in PDF Version Footer and Email Header
Am I Able To Change My Manual's Footer Details?
Short Links for Third-Party Apps
Duplicate & Template Feature
How to Stop Task Reminder Emails or Change its Frequency
Print Role Descriptions
Print the Whole Manual
Why are images appearing rotated?