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10 process documentation best practices Straightforward and to the point. The crucial aspect of your process documentation is to keep it clear and concise. ... Templatize. ... Incorporate visuals. ... Link to related documents. ... Review, revise and update. ... Prioritize and segment. ... Involve stakeholders. ... Storage and accessibility.

How to document a process Identify the process. Place boundaries. List the expected result. Detail the inputs. Walk through the process. Determine who is involved. Utilize your process documentation system.

How to Document a Process Step 1: Identify and Name the Process. ... Step 2: Define the Process Scope. ... Step 3: Explain the Process Boundaries. ... Step 4: Identify the Process Outputs. ... Step 5: Identify the Process Inputs. ... Step 6: Brainstorm the Process Steps. ... Step 7: Organize the Steps Sequentially. ... Step 8: Describe who is Involved.

Follow these steps when documenting processes for your business: Identify the process. ... Define the scope. ... Set process boundaries and measurements. ... Determine process outputs and inputs. ... Organize the process steps. ... Describe team members involved. ... Visualize the process. ... Consider exceptions to the normal process flow.

Process documentation is the act of creating clear, concise, and comprehensive written records of a company's processes, procedures, and policies. These records serve as a reference for employees, outlining the necessary steps to complete tasks and achieve objectives.

How to create process documentation Step 1: Define the process and its scope. Decide which process you are going to document. ... Step 2: Organize the steps. ... Step 3: Describe who is involved. ... Step 4: Note down exceptions to the normal process flow. ... Step 5: Add control points. ... Step 6: Review and test the process.

Gluu is a business process management and process documentation software for managing multiple tasks, projects, and goals. Gluu helps businesses understand their tasks and manage their process documentation through its organizational and task flow maps, dashboards, and feedback system.