Procedure Editing Screen Overview - How to Edit, Publish and Delete Procedures

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)

  1. View Only - Click the View Only icon to leave the editing screen without saving changes. 
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  2. Edit - Click the pencil icon to "Edit" the procedure.
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  3. Title Bar - Enter the name of your procedure by overwriting the words "Untitled Procedure".
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  4. 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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  5. Way We Do has an "auto-save" feature
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  6. 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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  7. 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, published. To learn more about procedure status, read our Procedure Publishing Status Overview.
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  8. Cancel - Click the "Cancel" button to take you back to the view mode and cancel latest edits.
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  9. Print to PDF - Click the printer icon to print the procedure to a PDF file.
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  10. Delete - Click on Finish or Cancel first. Then Click the trashcan to delete a procedure. mceclip5.png
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    It will then ask you to confirm the deletion of the Draft. 
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Published Section  

  1. Edit - Click the pencil icon to "Edit" the procedure.
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    It will then let you edit the procedure.
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  2. Title Bar - Name of your procedure 
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  3. Roles - Click the person icon to assign roles to the procedure. Roles are listed from the "Structure" chart you created.
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    It will then let you choose roles to assign to the procedure.
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  4. Tasks - Click the alarm clock icon to add "Task Reminders" associated with the procedure.
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    Click on Add New to add a new task
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    Add in the task details
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  5. Attachments - Click the paperclip icon to attach any templates associated with the procedure. You can attach most file types including MS Word, MS Excel, MS Powerpoint, PDF, image files and more.
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    Click on Upload File to add an attachment 
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    Choose where the file will come from
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  6. Acceptance - Click the exclamation icon to add "Acceptance Criteria" to the procedure.
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    Choose the acceptance Criteria for the procedure.
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  7. Labels - Click the label icon to categorize procedures within Labels. You can choose one or multiple labels.
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    Add and edit labels in this section.
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  8. Revision Reminders - click the calendar icon to set a revision reminder date so the editor will be emailed automatically to review and update the procedure if required.
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    Choose a date for your revision reminder.
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  9. Restriction - click the padlock to make the procedure only available to those roles assigned to it. Once restricted, the procedure will be invisible to all other roles.
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    Choose if the procedure is restricted that only assigned roles will be able to view it or if it is not restricted. 
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  10. Revision History -Allows all users in Way We Do to visually see the changes that have been made to a Procedure, Policy, or Activated Checklist. You can also republish the previous edits from there.
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    It will then show you the procedure history 
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  11. Print to PDF - Click the printer icon to print the procedure to a PDF file.
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    A PDF File will be downloaded.
  12. Delete - Click the trashcan to delete a procedure.
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    It will then let you choose to delete or retire the published procedure.
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NOTE: Criteria such as Tasks, Roles, and Reminders cannot be added while a procedure is in edit mode. Users must first save the procedure and enter view mode to assign criteria.

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