Digitalize operating procedure management in your company

1. The application is created as a WordPress plugin, meaning that only those who have access to the company's website can access the procedures. This increases the security of the company's procedures and know-how.
2. Users are assigned to one or more roles in the company's organizational chart, and procedures are assigned to each role. Thus, it is very simple to grant access to procedures for new employees, as the employee only needs to be assigned to the relevant roles and is immediately given access to all the procedures related to those roles. By hiding procedures that do not interest them, the platform helps employees navigate through procedures. This is also a security measure in protecting the company’s know-how, as it follows a "need to know" principle.
3. For better organization, in addition to allocating procedures to roles (Departments), procedures are also assigned to certain Categories.
4. When a new procedure is added or when an existing procedure is edited, employees who have access to this procedure receive an email with a link to all added or modified procedures. The email remains active until the employee accesses each procedure and confirms that he/she has read and understood it. If the employee does access the procedure, the employee will continue to receive an email until he or she performs the operation. The frequency with which users are notified of changes to procedures can be chosen from the administration panel, among the following values: 1 hour, 3 hours, 6 hours, 12 hours, 24 hours, 1 week, 15 days, 1 month.
5. When viewing a modified procedure, all deletions or additions are highlighted in the text of the procedure (additions with a green background, deletions with a red background). The text is no longer highlighted after the viewer accepts the procedure.
6. For procedures that do not change for a longer period of time, there is an option of "procedure lifetime", which requires the procedure to be reviewed once the period set from the administration panel has elapsed, so that employees do not forget a rarely used procedure. The lifetime of a procedure is set by choosing a number between 1 and 30, followed by the unit of measurement (days, months or years).
7. All user activity on the procedure platform is recorded in an activity log. This offers quick and easy access to data, such as which users did not accept all the procedures, when they accepted each individual procedure, when they viewed a procedure without accepting it, etc.
8. The procedures can be exported by departments or by categories, in .pdf format, so that they can be made available to employees in physical format as well.
9. The application also provides an advanced search form, which allows the quick identification of any procedure, searching by free text, category, department, author, date of initial publication, date of modification.
10. Users can suggest modifications to procedures by filling in the comment form available for each procedure.
11. The Dynamic procedure feature allows the creation of a procedure through a tree-like structure, with dynamic questions, which appear depending on the answer to the previous question. This procedure is run an infinite number of times and is especially useful for situations that are initiated by an employee in relation to a person outside the company (client). Examples: sales agents, technical support agents, etc.

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