Procedure templates
12 procedures to document first.
The tasks that come up most often, team by team, with the steps to capture. Do them once in proced.ai, save them as templates, and the whole team starts from the same base.
Reset an account’s MFA
IT and CIOs
Find the user, revoke registered methods, force a new enrolment, let the person know.
New employee arrival
IT and CIOs
Create the account, assign licences, add to groups, hand over the computer.
Employee departure
IT and CIOs
Block sign-in, forward the mailbox, remove licences, collect the equipment.
Install the VPN certificate
IT and CIOs
Download the certificate, import it, configure the client, test the connection.
Refund an order
Customer support
Find the order, check the reason, refund, notify the customer.
Change the delivery address
Customer support
Check the status, change the address, notify the carrier if needed.
Book leave
HR and onboarding
Sign in to the portal, create the request, choose the type and dates, send.
Submit an expense claim
HR and onboarding
Photograph the receipt, enter the amount, choose the category, submit.
Receive a delivery
Quality
Check the delivery note, photograph the batch, handle discrepancies, record the receipt.
Revise a procedure
Quality
Open the current version, edit, submit for review, publish the new version.
Process a product return
E-commerce
Find the order, check the product, restock, refund.
Getting to grips with a new tool
Training
Sign in, find the key screens, do the most common task.
Stop re-explaining. Send the procedure
Install the extension, do the task once, share the link. 14-day trial on Pro and Team, no commitment.