Procedure guides

Help centre › Editing on the canvas

A procedure guide is a readable page built from your models: what starts each process, its steps in order with who does them, the systems, how each is done, the checks and why they matter, and where each decision goes. Change the model and the guide changes.

For a process area: right-click it on the map (or in the explorer) > Procedure guide. You get every process inside it, in order, with where they fit and who does what. A level like *Originate SME loans* is the usual one.
For one process: ⋯ > Procedure guide above its flow. In a process chain, Guide in its toolbar.
Print at the top prints it or saves it as PDF.
Web addresses in descriptions and instructions are links, so point to your knowledge articles there. A register item with a *url* field links too.
The cover says how many steps have instructions yet, and warns when parts are not signed off.

More on editing on the canvas

Try it in the free demo, or contact us.