Tip: You can preview will look like to your team by pasting this link in your browser bar: https://app3.aeroworkflow.com/Application/Aeros/Templates/Procedures/View/XX Replace the XX in the link with the procedure number. Procedures are the documented information related to how your firm performs the service it provides. You can add print screens and other resources. This is where your firm declares "This is how we do things here!"
You can link Aeros to the procedures you create using their ID number so that your staff can reference them for guidance on how to perform their task. A Procedure may be a very specific way to perform work for a particular client or for the software solutions your staff use. You can always come back and edit your procedures as they change! For some ideas on how to create procedures, you can read this blog.
To create a procedure, navigate to Templates > Procedure Guides and click the Add New button. Fill out the fields in the procedure guide as follows:
|Choose a procedure type that you have created or leave it as the default.
|Give your procedure a name.
|The body of the actual procedure. This can be as long or short as you wish.