Process documentation gives a detailed description of your business processes and step-by-step instructions on how to execute them. Each process is explained holistically using a rich blend of written text, images, and videos to make learning easier for employees. This documentation provides employees...
To create these essential tools, you first should know when to use a process flow document, what components they contain, and how you can create your own. There’s no one right way to make a process flow document, but these best practices can help guide you to success by creating docume...
3. Establish Process Boundaries Define the criteria that trigger the process. Establish a timeline from the beginning of the process to its completion. Define the results that confirm the process is completed successfully. Clear boundaries make it much easier to properly document, evaluate, and ...
you ensure that others can view its contents but cannot edit or make changes to the file. In this step-by-step guide, we will walk you through the process of making a Word document read-only,
Using INSERT as part of your clue is also a great way to make these fields easily searchable. Some apps even enable you to automate the process with variables. Use a standardized naming system. To make your templates easier to find, add Template to your file name. For example, Template_...
Part 1: What is Process Map? Part 2: How to Make a Process Map Effortlessly? Part 3: Process Map Examples Part 1: What is Process Map? Process maps visually represent a process or workflow in a step-by-step manner. It breaks down a process into steps, usually in a sequential order....
If the incoming document is a receipt for payment made, then you can create and post a general journal line to the related general ledger. Fill in and process the purchase invoice according to information in the incoming document file. For more information, see How to: Create Purchase ...
Step #2: Make a Copy of the Document 1. Right-click on the Word document file icon to open a context menu. 2. Select 'Copy' from the menu. 3. Right-click on an empty space within the right pane of the File Manager window. ...
To modify a process template, you must first download the template you want to modify and then use the Process Editor to make necessary changes. Summary of Steps Step 1 – Install Process Editor Step 2 – Choose the Process Template
After you have completed your process inventory, this field gives you an idea of the level of effort required to document. Update this field as you document each process. Validated? Even if the process is documented, you still need to validate it. I’ll explain what process validation is an...