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Processes

Create stetp by step guides by connecting policies and procedures from multiple category sources into one linear process.

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Allows you to leave content in it’s relevant category while still allowing it to be used in a step by step guide e.g. “Preparing pay slips” should be under Accounts/Payroll department category however you might like to include it in a process called “End of week accounts procedure” where it becomes one of the steps in that process.

For Example – “End of month procedure”

Let’s say you wanted a step by step process that described all the things that should be done at the end of the week relevative to managing accounts.

This “End of week accounts procedure” may look like this
Step
Procedure Name
By Which Role
Category
1 Collate and check invoices received Accounts receivable clerk Accounts/Receivale
2 Sales staff weekly sales report Salespeople Sales/Admin
3 Prepare pay slips Payroll clerk Accounts/Payroll
and so on

How do you create such a processes in TKO?

  1. Create and name a new process
  2. Double click on each policy or procedures you want to include in the process
  3. Re-order them to get them in the desired order and your done

What can you do with this?

  • Create process manuals
  • Display processes in your web output

  • TKO Features

    • 500+ Loaded Documents and Policy and Procedure System
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    • Processes
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