Think of Procedures as the playbook for your team—the step-by-step instructions that help everyone get things done.
A few quick rules of the road before you start:
Ownership: Every procedure needs a home. It must belong to a specific Department.
Permissions: Department Managers (and Org Owners) are the ones who can assign authors, write content, and give the final stamp of approval.
The Big Picture: Procedures bridge the gap between your rules (Articles) and your proof (Evidence). Not every procedure is compliance-related, but if it is, make sure to link it up!
Quick Tip: Before diving in, make sure you’ve already set up your Departments and assigned managers in the platform.
How to Create a New Procedure
Ready to write? Here is how to get a new procedure off the ground:
Click Procedures in the left menu and hit the Add New button.
Give your procedure a clear Title.
Select the Department it belongs to from the panel on the right.
Start writing!
Pro Tip for Copy-Pasting: Moving content over from another document? We recommend pasting from Word or Google Docs for the best results. If you only have a PDF, try copying from Apple Preview rather than Adobe or Chrome. This keeps your formatting looking sharp so you don't have to fix messy text later.
Getting Feedback: Submitting for Review
If you aren't the Department Manager, or if you just want a second pair of eyes on your work, you can submit your procedure for review.
How to do it: Go to the right pane and click the red Mark for Review button.
What happens: This adds a task to your Department Manager’s list so they know it’s ready for them.
Changed your mind? If you sent a review request by mistake or it's no longer needed, just click the red Revert to Draft button next to the procedure to cancel it.
Editing and Managing Drafts
Need to make changes to an existing procedure?
Navigate to the procedure.
Click the Edit Version button in the editor to start a fresh draft. (If it's already in "Draft" status, you can just start typing!)
Want to scrap a draft? If you started a draft but decided you don't need it just click File>Archive Procedure.
Who Can See Your Procedure? (Visibility)
You have full control over who sees your content in the Viewer. Check the right pane and click Department. This will open a new panel on the far right where you can pick one of the following:
Department: Strictly for the team. Only employees in the selected department (e.g., IT) can see this.
Organization: Open to everyone in your organization. It might be an "IT Procedure," but anyone in the company can read it.
Public: Open to the world. Anyone with the link can view this procedure, even if they don't log in.
Hidden: When you need to pull a procedure from view.
Approving (Go Live!)
Only Department Managers and Owners can give the green light. Approving a procedure makes it "Effective," meaning it shows up in the Viewer and is ready for use.
To Approve: Go to the procedure and click the blue Approve button.