Policy, Process and Procedure

Learn the basics creating your operations manual within Way We Do.

• 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?
• Checklists Daily Reminder Email
• How can I see who checked off an item in an Activated Checklist?
• Checklist Instance Report
• Can I cut and paste images into my manual?
• Why can't I add tasks, revision dates, or other criteria to my procedure while writing it?
• Edit Locking
• How to view procedures in a list
• Procedures Register Report - How to print a list of procedures.
• How to add steps in an Activated Checklist
• Company Name in PDF Version Footer and Email Header
• Create a Shortcut On Your Computer With Internet Explorer 11
• Add Way We Do To Your iPhone
• Resume Checklist Instance
• How do I view my team’s Activated Checklists in progress?
• Can I restart or resume an Abandoned Checklist?
• How can Activated Checklists integrate or talk with other software applications?
• Change the role on the Responsibilities tab of an Activated Checklist?
• How do I review or Sign-off a completed Activated Checklist?
• Which steps are mandatory or optional in a Checklist?
• Should I delete or retire an Activated Checklist?
• Why are Supervisors not receiving Activated Checklist Review emails?
• Where has the Activated Checklist gone? It’s missing or disappeared.
• What are Activated Checklists used for?
• What Is An Activated Checklist?
• API