Procedures are the step-by-step playbook for your team. Every procedure belongs to a Department. Department Managers, Org Owners, and authors can write and approve.
Create a Procedure
Click Procedures in the left menu, then Add New. You have three options:
Start from scratch: Add a Title, pick a Department, and start writing.
Paste your content: Paste from Word or Google Docs for the cleanest formatting. For a PDF, copy from Apple Preview rather than Adobe or Chrome.
Use the AI agent: Click the AI agent and ask it to help you build the procedure, or upload an existing one.
Set Department and Visibility
Use the Department and Visibility buttons just under the title. Visibility options are Department, Organization, Public, and Hidden.
Submit for Review
Click the red arrow icon in the status row and choose a reviewer. They get an email with the full procedure text. Changed your mind? Cancel the review request and the procedure goes back to the author's task list.
Edit or Discard a Draft
Click the Edit icon in the top right to start a new draft. If it's already a draft, just type.
See what changed: Click the Show Changes icon.
Scrap a draft: Click the trash icon next to the draft version.
Archive the whole procedure: File, then Archive Procedure.
Approve
Click the checkmark icon in the status row. Approving makes the procedure Effective, so it shows up in the Viewer.