Module 1 · Guided work

Guided Procedures

People see one step at a time: what to do, what to confirm before moving on, what to do if something is unusual, and where the instruction comes from.

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Example

A first-week onboarding plan

A hiring manager answers two questions. The procedure skips what does not apply and hands off to the equipment request when the starter is remote.

  1. Step Confirm start date and roleChecklist: start date confirmed
  2. Decision Is the signed contract on file?No → pause and contact HR
  3. Decision Remote or on site?On site → reserve a desk
  4. Linked procedure Order and ship equipmentLinked procedure
  5. Outcome Ready for day one

How it works

What people see at each step

  1. 01

    The instruction

    Plain language, written by the process owner.

  2. 02

    What to confirm

    A short checklist that must be ticked before continuing.

  3. 03

    What if it is unusual

    Exceptions and escalation routes shown at the step they affect.

  4. 04

    Where it comes from

    The source section and version of the approved procedure.

Capabilities

What’s included

Each item is marked with its real status. “In the demo” works today in the public Studio demo, which runs in your browser with sample data. “Planned” is on the roadmap and not available yet.

Guidance

  • Step-by-step executionIn the demo
  • Conditional questions with labelled answersIn the demo
  • Checklists before continuingIn the demo
  • Exceptions and escalation pathsIn the demo
  • Source reference on each stepIn the demo
  • Embedded documents and attachmentsPlanned

Navigation

  • Breadcrumb of the path takenIn the demo
  • Back, restart and jump backIn the demo
  • Open a procedure at a step from searchIn the demo
  • Linked procedures that returnIn the demo
  • Resume where you left offPlanned
  • Completion records per personPlanned

In the demo works today in the public Studio demo (runs in your browser, sample data)In development being built now, not yet availablePlanned on the roadmap, not available yet

Related

Works together with

See it working on a sample procedure.

The Studio demo runs in your browser with sample data. No account needed.

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