Policy, Process and Procedure
Learn the basics creating your operations manual within Way We Do.
- Browsing and Viewing Policies and Procedures
- Editing already published Activated Checklists
- Create an Activated Checklist / Step by Step Workflow
- Time Zones and Time and Date Stamps
- Edit History / Revision History
- Short Links for Third-Party Apps
- Restore Procedure Card Titles Automatically After Editing
- Microsoft Flow - Action - Create Checklist Instance
- API Key
- Automated Schedules for Activated Checklist Instances
- Activated Checklist Headings
- Instruction Syncing in Fullscreen Activated Checklists
- Pin Activated Checklist Instances to the top of the dashboard list
- How to Sort Activated Checklist Instances in the Dashboard
- How to Search for an Activated Checklist Instance
- Embed a Google Drawings Image
- Can I bulk upload content from Word documents to my Way We Do manual?
- Customize Procedure Cards by adding Titles, Descriptions, and Images
- How to Add Comments, Images (photos) and Attachments to Activated Checklists
- How to Print a Table of Contents for the Manual
- Integration with OneDrive - Cloud Storage Solution
- How do I add a procedure to a step in an Activated Checklist?
- Review History Report
- How to Integrate Files from Cloud Storage (Google Drive, Box.com, Dropbox)
- What do the Colors and Symbols on the Checklist Activity page/tab mean?
- How to Start and Use an Activated Checklist
- How do I add collaborators to an Activated Checklist Instance?
- What is an Activated Checklist Instance, and how to I set one up?
- How do I save my Activated Checklist and come back to finish it later?
- Why can't I find Activated Checklist instances that my team has completed?