Podcast
Questions and Answers
What is required when writing a procedure overview?
What is required when writing a procedure overview?
The header of the procedure template should be filled out prior to writing the procedure
The header of the procedure template should be filled out prior to writing the procedure
False
The procedure will include screenshots and how to navigate systems
The procedure will include screenshots and how to navigate systems
False
When writing a procedure, the first step to complete is _____?
When writing a procedure, the first step to complete is _____?
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What is the optimal progression of writing a procedure from start to finish?
What is the optimal progression of writing a procedure from start to finish?
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The line of business leader is required to be at each meeting with your SMEs
The line of business leader is required to be at each meeting with your SMEs
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Why should a procedure be written with all steps accounted for in a process?
Why should a procedure be written with all steps accounted for in a process?
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A screen recording of the process with a SME can be a tool to help when planning the procedure writing.
A screen recording of the process with a SME can be a tool to help when planning the procedure writing.
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What is the difference between a procedure overview and procedure exceptions?
What is the difference between a procedure overview and procedure exceptions?
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Study Notes
Writing a Procedure Overview
- Fill out the procedure template header before starting the main content.
- Include screenshots to enhance understanding and guide users through system navigation.
- The initial step in writing a procedure is identifying the primary goal or purpose of the document.
Optimal Procedure Writing Progression
- Follow a structured approach from planning, drafting, reviewing, to finalizing the procedure.
- Involve a line of business leader in every meeting with subject matter experts (SMEs) for alignment and approval.
Importance of Comprehensive Procedure Writing
- Documenting all steps in a process ensures clarity and consistency, helping users understand the procedure thoroughly.
- Utilize screen recordings with SMEs as a resource to visualize and clarify the procedure during the writing phase.
Procedure Overview vs. Procedure Exceptions
- A procedure overview outlines the standard steps and objectives of the process.
- Procedure exceptions detail any deviations or special considerations that differ from the standard procedures, ensuring users are aware of potential variations.
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Description
This quiz assesses your understanding of the essential elements required when writing a procedure overview. Learn how to effectively communicate the purpose and scope of a procedure.
