Policies, process and procedures

[Marcia Josephs]

Do you store your policies, process and procedure documentation in Knowledge Management if so how for example via a template?

[SheTriedIt]

Everything is so incredibly hard to find. I'm also looking for the solution to house process, policy, and procedures. I found this template - looks like the page is dead, but there's a download (editable Word document). It inaccurately says PDF, but it's a Word document.

https://mynow.servicenow.com/now/best-practices/assets/standard-operating-procedures-template

[Chrislgarrett9]

This is dependent on how your company has information structured. Sometimes the GRC module can be utilized so that policies can go through an extensive review prior to being published (to a knowledge base) Also, if the GRC Policy is being used, you could structure or map the standards and procedures to said policies or processes. Most of my organizations policy's will go through GRC but standards, processes, and procedures are free to use the Knowledge App. As far as templates go, try to have as few as possible but have guides on how to write them. I would sit down and look at other documents to see what is working well for your organization before getting them created. Some fields we often adopt are purpose, audience, owner, required items (items you need access to), prerequisites (procedures or steps needing to be performed prior), post activities (procedures or steps needing to be performed after), and Instructions/Requirements (for the main portion of the article).  Hope this helps some! (if you do have a GRC team, they may already be using templates you could "borrow")