Operating Procedures Basics
Operating procedures are a set of step-by-step instructions to help team members carry out complex or routine tasks. Operating procedures are not the same thing as policies. Operating procedures are instructions on how to complete a task, and policies dictate how a task must be completed.
When creating the operating procedure, you can dictate what category the procedure should fall into, how frequently the procedure should be completed, and which position the operating procedure is targeted toward.
Once the new procedure has been created, you can now publish the procedure for all targeted team members to see when they access “Procedures” from the “Knowledge Base” menu.