How to use Procedures
Petter Viksund avatar
Written by Petter Viksund
Updated over a week ago
  • You can easily add a new procedure by pressing "Add procedure" on the right side. Choose between our pre made or make your own

  • By clicking on a procedure you will get a preview. Press "View full procedure" in the bottom to see full procedure.

  • In the horizontal menu you can see which modules a procedure consist of. Remember to go through all modules and make sure that personnel is assigned to courses, and mandatory documentation is uploaded

  • In the task module on the procedure you can make, edit and activate/deactivate associated tasks

MODULES INSIDE A PROCEDURE:

Courses & Documentation:

  • The first module you will see when you pressing into a procedure is the "Courses & Documentation"

  • Here you can press the "add" buttons and add relevant courses and documentations to documents relevant competence.

  • Remember to activate the relevante course/document by using the activate toggle.

  • Press on the three dots on the right side of at course/document and press edit. Now you can choose if it shall be mandatory and who you

    want to assign it to

Key Documents:

  • We presume that you already have assigned Key roles in the "Key Information" module, and jump further to the "Key documents" module in the procedure

  • In the same way as last module, you can add and activate documents

Tasks:

  • In the task module on the procedure you can make, edit and activate/deactivate associated tasks

  • You can of course create task directly in the "Task" module on the module menu to the left, the difference is that if you make it here, the task/routines will be attached to the relevant procedure. This means that it is easy to document the task/routines for the inspectors. Your employees will do the task like usual.

  • You can also connect already existing task to a procedure by press on the three dots on the right side of a task (in the task module), press "Edit", press on the "Details" symbol, and connect the task to the procedure that you like.

  • If you want to document that the task is beeing done, press on a task and the press "all submissions". You will now get an overview of when it's done

Laws and Regulations:

  • In the "Laws and Regulations" module you can add both a law and regulation if you are missing something.

  • Remember: Runwell link directly to national Laws and regulations, but there is also local regulations that vary. Therefore you have to upload or link to local regulations by your self

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