Our companion website contains tips, templates, and other resources to jump start your documentation project.
Looking to write a procedures manual but not sure how to begin? For those who have never written a procedures manual, understanding some key strategies will kickstart your procedures manual project and ensure its success.
An important question to consider before beginning work on a policies and procedures manual is how a policy differs from a procedure. The answer will fundamentally shape how the manual is organized. This article outlines an approach for differentiating policies from procedures and efficiently organizing a policies and procedures manual.
Complex processes are especially challenging to document. This article reveals 5 secrets for documenting complex processes. Understanding these 5 secrets will help you avoid roadblocks in your process documentation project.
When spreadsheets are relied on for performing critical processes, including financial calculations, basic controls are needed to mitigate spreadsheet risk. These basic controls for mission-critical spreadsheets include processes for validation of spreadsheet calculations and management of changes to the spreadsheet. A third critical control, spreadsheet documentation, is the subject of this article.
BTI's White Paper "Best Practices for Managing Policies and Procedures in Healthcare" identifies the
practices best-in-class hospitals use to effectively manage policies and procedures:
aligning a strategic approach to policies and procedures management with supporting structures,
skills and systems.
Once end-to-end processes are transparent, processes can be simplified and weak controls
can be remediated reducing operational risk.
Web-based policies and procedures systems can improve efficiency and effectiveness in an organization.
A thorough evaluation can help to ensure that you choose the web-based system that is right.