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Using a step-by-step method to document a process will help you get it done quickly. 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.

The level of documentation refers to level of detail provided by a process map or model. Which level to choose will depend on the function / purpose of this activity, for a reminder on which to select you may wish to refer back to the information in the process documentation principles section of this guide.

Process documentation is a detailed description of how to execute a process. It outlines the exact steps needed to complete a task from start to finish. Creating a detailed document can align teamwork around process objectives and encourage organizational clarity.

The number of document levels may vary depending on the size and nature of an organization; typically, there are three or four. For example, a common QMS document hierarchy could include a Quality Manual at Level 1, Procedures at Level 2, Work Instructions at Level 3, and Forms, Records, and Templates at Level 4.

The process of documenting a business process involves choosing a process, defining boundaries, identifying resources, connecting steps in sequence, assigning roles, visualizing the process, testing and tweaking, bringing all the pieces together and creating a consistent framework for everyone to follow.

The final step is to discuss the process flow with all the stakeholders involved and get the necessary approvals to set the process in motion. Putting together documentation for a business process helps you see how it all comes together when the process is executed in an organization.

How to document a process Identify the process. First, identify the process you are documenting. ... Place boundaries. Document the start and end points of the process. ... List the expected result. ... Detail the inputs. ... Walk through the process. ... Determine who is involved. ... Utilize your process documentation system.

How To Create Business Documents? (Step-By-Step) Identify the Need for the Document. Every business document serves a different purpose in your firm. ... Find out Who's Your Reader? Now that you know why you need this business document, identify who will be reading it. ... Create An Outline. ... Keep It Concise. ... Proofread.

Process documentation is a detailed description of how to execute a process. It outlines the exact steps needed to complete a task from start to finish. Creating a detailed document can align teamwork around process objectives and encourage organizational clarity.

How to Document a Process Step 1: Identify a Process.Step 2: Define Process Boundaries.Step 3: Identify the Process Outputs.Step 4: Identify the Process Inputs.Step 5: List Out the Process Activities.Step 6: Visualize the Process.Step 7: Assign Roles.Step 8: Document Review.