Procedures
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      Creating Procedures

      Procedures are important to communicate safe ways to operate inventory or complete tasks. Bring your own or use our template library to create procedures that can be assigned to the team or attached to inventory.

      Note: Procedures can be built as editable documents or PDFs. PDF procedures are not available offline.

      NOTE: Your Access Level may restrict the use of some features.

      1. From the Left Menu navigate to Documents > Procedures
      2. To create a procedure, choose:
        1. Select the Template Library tab to utilise one of the Safe Ag Systems Templates.
          1. Select the procedure to read and review.
          2. Click Use Template to edit or publish, or
          3. From the list view Select more options ••• Use Template.

          4. Click Customise to edit (recommended) or Publish to use with no editing. 

        2. From the Published tab select Build New

      3. Complete or edit the Title and add a Company Document ID (if relevant)
      4. Click Next. A draft will be saved to the Draft tab.
      5. For Build New (skip this step if using a template):
        1. Drag the Editor or PDF content element into the grey window
          Builder Elements
        2. For PDF select the file to upload. PDF files are not available offline.

        3. For Editor write your procedure. These policies are available offline.

          builder-editor
      6. For Template users (skip this step if using Build New):
        1. select Edit Properties to open the procedure in an editor window.
        2. Edit the procedure to suit your business.
      7. Formatting and content elements available in Procedures are:
        • B - Bold text
        • i - italic text
        • U - underlined text
        • - text colour
        • - number or bullet points or indent
        • PPE - dropdown to add Personal Protective Equipment icons
        • - to insert Business Name. This will insert the Business Name saved under Business > Business Details > Primary Entity Name.
        • - insert an image (not available offline).
        • - insert a web link. 
      8. Click Save.
      9. Click Preview to see how your procedure will appear for users. Use the phone, tablet or desktop icons at the top of the preview screen to view.
      10. Click Publish and complete fields. Set user access to the procedure by selecting access levels under Who has general access to this document.

      11. Click Publish.

      What's Next?