GR Procedures Management - User Guide

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Version: 1.0.0
Last Updated: 2026-01-28
Module: GR (Governance & Risk)
Status: Active

Purpose: This guide helps staff members view procedures and record procedure executions.

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Overview

The Procedures Management module provides standardized step-by-step instructions for completing tasks consistently across your organization. Procedures implement policies and provide the “how-to” for compliance.

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Key Capabilities

• View Procedures: Browse approved procedures in the procedure library
• Visual Workflow: See step-by-step instructions in a visual flowchart
• Execute Procedures: Record your completion of procedure steps
• Track Progress: Monitor your in-progress procedure executions

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Who Should Use This Guide

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Prerequisites

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Permissions Required

To use Procedures Management, you need:

Note: Contact your organization administrator if you don’t have the required permissions.

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Getting Started

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Accessing the Procedure Library

1. Navigate to GR → Procedures from the main menu
2. Browse the list of approved procedures
3. Use search and filters to find specific procedures

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Finding Procedures by Category

Procedures are organized into categories:

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Viewing Procedures

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Procedure Library

The library shows all approved procedures in your organization:

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Viewing Procedure Details

1. Click on a procedure to open the detail view
2. View the tabs:
   • Overview: Description, metadata, linked policy
   • Steps: Visual workflow of all steps
   • Versions: Version history
   • Executions: Your execution records

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Understanding the Visual Workflow

The Steps tab shows a flowchart with different step types:

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Reading Procedure Steps

Each step displays:

• Title: What the step is
• Instructions: How to complete the step
• Responsible Role: Who should perform this step
• Duration: Estimated time to complete
• Signature Required: Whether sign-off is needed

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Executing Procedures

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Starting an Execution

1. Open an approved procedure
2. Click the Execute button
3. (Optional) Link to a related entity (resident, incident, etc.)
4. Your execution instance is created

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Recording Step Completion

As you work through the procedure:

1. Complete each step in order
2. Click Mark Complete on each step
3. Add notes if there were any deviations
4. For decision steps, select the branch you took
5. For verification steps, provide electronic signature

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Completing an Execution

1. Complete all required steps
2. Your execution is automatically marked “Completed”
3. The execution record serves as compliance evidence

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Abandoning an Execution

If you cannot complete a procedure:

1. Click the ⋮ menu on your execution
2. Select Abandon Execution
3. Provide a reason for abandoning
4. The execution is marked as “Abandoned”

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Tracking Your Executions

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My Executions

View your execution history:

1. Go to GR → Procedures
2. Click the My Executions tab
3. See all your in-progress and completed executions

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Execution Status

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Mobile Access

Procedures are mobile-friendly:

• View procedures on any device
• Visual workflow displays in read-only mode
• Scroll through steps vertically
• Execute procedures from mobile devices

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Tips and Best Practices

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Do’s

• ✅ Complete steps in order as shown in the workflow
• ✅ Add notes for any deviations from instructions
• ✅ Complete verification steps promptly
• ✅ Review the full procedure before starting execution

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Don’ts

• ❌ Skip required steps
• ❌ Leave executions in progress indefinitely
• ❌ Ignore decision points - always record the branch taken

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Frequently Asked Questions

Q: Who can see procedures? A: All staff can view approved procedures. Draft and review procedures are only visible to compliance officers. Q: Can I edit a procedure? A: No. Only compliance officers can edit procedures. Staff members can view and execute procedures. Q: How do I report an issue with a procedure? A: Contact your supervisor or the procedure owner listed on the procedure detail page. Q: What if a procedure seems outdated? A: Report it to your supervisor or the compliance team. They can review and update the procedure. Q: Can I see who else has executed a procedure? A: Compliance officers can see all executions. Staff can only see their own executions.

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Related Documentation

• Admin Guide: docs/gr/procedure-admin-guide.md - For compliance officers
• Policy User Guide: docs/gr/policy-user-guide.md - For understanding linked policies
• Module Overview: docs/gr/index.md - GR module documentation

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Glossary

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Last Updated: 2026-01-28
Questions? Contact your organization administrator or compliance team.