Policy and Procedure Document Lifecycle Management

Plan, edit, write, and review better with Way We Do Procedure Lifecycles.

Why You Need Procedure Lifecycles

A Way We Do procedure can go through a lifecycle: Draft, Pending Review, Published and Retired.

The Procedure Lifecycle function allows the editing team to test and edit processes before releasing them to the full organization.

Procedures can be retired for a time and removed from view, then be published again as needed without losing valuable data.

Draft Procedures

Editors can change the status of a policy or procedure to Draft when writing new procedures. The procedure will feature a prominent Draft label and be excluded from casual viewing.
Pending Review

Editors can change the status of a policy or procedure to Pending Review, and invite other editors to review and provide comments on the procedure. This is a great way to seek approval and feedback from other team members while the procedure is being written. Way We Do keeps a log of all comments and approvals received for traceability purposes.
Published

Change the status of the policy or procedure to Published once all edits are finished and approvals are received. Notifications for Acceptance, Tasks and Revision Reminders will begin after policies and procedures are in Published status.
Retired

Change the status to Retired when the procedure is no longer required. All procedure edits are retained in the database, so nothing is deleted permanently. No notifications will be sent for Retired procedures.

“One of the dirty little secrets of food, beverage and hospitality is people just want consistency, and if you don’t have systems and processes, then you can’t give your customers a consistent experience.”

Amanda Scott, Director, Farm House + Milk Cafes
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Tim Deshler, Director, Deshler’s Quality Collision Repairs
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Mark Stachnik, Franchisor, Drymaster Carpet Cleaning

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