Template Highlights
- Add the process name, when it was created, who owns the process, and its procedure number (if it has one)
- Next, add some details about the process doc: its version number, who created it, when it was last updated and by whom
- Describe the process, its purpose, who's involved, its scope and constraints, the necessary resources/materials, the process steps (e.g. its "flow"), the deliverables or results, any exceptions to the normal process, and any QA points or metrics
- If you're using the Excel version of this template, you'll see another tab labelled "Process Flowchart." Use this tab to visually outline the process. There are six icons: start/end, step, arrows, decison points, input/output, and document. These icons will help you create a clear flow
- Download it as a PDF or Excel file
- Print it, email it, don't get carried away with it