How to create a Procedure or Checklist Template

If you would like to create a template of a policy or procedure you can do this using Way We Do's Duplicate & Template feature.

You can make a template of a policy or procedure that's in either Draft or Published status.

When making a template, only content that is embedded in the procedure or checklist will be included in the template - no other criteria will be included on the template. For a checklist, if there are Responsibilities assigned using "Role assigned to this step", these will be copied in to the template.

Note: the process for creating a template for a Standalone Procedure and an Activated Checklist is the same.

Creating a template of a Standalone Procedure or an Activated Checklist

1. Navigate to the Standalone Procedure or Checklist you want to create a template from

2. Select the Copy & Template button

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3. Select Save as Template

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4. Give your template a recognizable name in the Provide a title for your template field

5. Describe what the template is for using the Give a brief description of the template field

6. Select Save As Template

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7. You will receive confirmation that the template was created. Select Continue to close 

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8. Next time you select Add New in the Choose a Template pop-up you can scroll to find and select any templates you've created

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9. The template will open as a Draft with the title Untitled Checklist

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