Create and Manage a Policy or Procedure
A collection that provides guidance on how to create Policies and Procedures at Way We Do
By Dan and 1 other2 authors54 articles
- Involving Your Business Coach, Consultant and/or Trainer
- Add Headings to your Policy or Procedure
- Add a New Procedure
- Add new procedure using the "no template" option
- Using the Basic Procedure Template
- Browsing and Viewing Policies and Procedures
- Edit Locking
- Access and Install Marketplace Templates
- Autosave Content
- Adding Reminders to a Procedure
- How to Add a Revision Schedule to a Procedure
- Adding an Acceptance Request
- Linking to an email address (Mailto templates) in Way We Do
- Adding version numbers to your procedures
- Why can't I add reminders, revision schedules, 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
- Superscript & Subscript Short Cut Keys
- How to add a Block Quote to a procedure
- Inserting a Loom Video in Way We Do
- How to Make Videos Private to Your Company Manual
- Activated Checklist 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
- Embedding Forms
- Insert Flowcharts
- Use of Indention to Create Formatted Lists
- 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
- Table of Contents (Jump Links - Anchor Links)
- Inserting a YouTube Video into Way We Do
- Inserting a Google Drive video into Way We Do
- Inserting a SharePoint / Stream Video into Way We Do
- Inserting a Vimeo Video into Way We Do
- Conducting a Revision Assessment