93 Compliance help For owners and administrators
Set up procedures
Write a procedure, give steps to roles, choose how runs start, and let other systems start them.
For: OwnerFor: Administrator
- 1On Procedures, choose New procedure and describe it, or start blank. Or turn an existing procedure document into steps.
- 2Under Steps, give each step a role, say whether it’s a check, what evidence it needs and how soon it’s due.
- 3Under Roles and reporting, mark team leads with the star and set who reports to whom; late steps go to them.
- 4Choose how runs start: a button, a schedule, or another system. For another system, Make a key and copy it straight away; it isn’t shown again.
- 5Switch the procedure on.
From a policy, you can also open People & procedures in the builder and add a procedure with Have the assistant write a first draft from the policy.
Concept
When a policy changes
Procedures that carry out a changed policy show Change in progress, with Update the steps or Reviewed: no change needed. Either answer is recorded.