> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# GR Procedures Management - User Guide

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

**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.

***

## 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.

### 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

### Who Should Use This Guide

| Role          | Use Case                             |
| ------------- | ------------------------------------ |
| All Staff     | View and execute approved procedures |
| Supervisors   | Monitor team procedure execution     |
| New Employees | Learn standard operating procedures  |

***

## Prerequisites

### Permissions Required

To use Procedures Management, you need:

| Permission              | Description                            |
| ----------------------- | -------------------------------------- |
| `gr.procedures.view`    | View approved procedures               |
| `gr.procedures.execute` | Execute procedures and record progress |

> **Note:** Contact your organization administrator if you don't have the required permissions.

***

## Getting Started

### 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

### Finding Procedures by Category

Procedures are organized into categories:

| Category        | Description                      |
| --------------- | -------------------------------- |
| **Clinical**    | Patient/resident care procedures |
| **Operational** | Day-to-day operations            |
| **Safety**      | Safety and emergency procedures  |
| **HR**          | Human resources procedures       |
| **Financial**   | Financial operations             |
| **IT**          | Technology procedures            |
| **Emergency**   | Emergency response procedures    |

***

## Viewing Procedures

### Procedure Library

The library shows all approved procedures in your organization:

| Column       | Description                                                 |
| ------------ | ----------------------------------------------------------- |
| **Title**    | Procedure name (e.g., "SOP-001: Medication Administration") |
| **Category** | Type (Clinical, Operational, Safety, etc.)                  |
| **Status**   | Approved, Deprecated (with warning)                         |
| **Owner**    | Person responsible for the procedure                        |
| **Steps**    | Number of steps in the procedure                            |

### 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

### Understanding the Visual Workflow

The Steps tab shows a flowchart with different step types:

| Icon | Step Type        | Description                     |
| ---- | ---------------- | ------------------------------- |
| ▶️   | **Action**       | Standard task to perform        |
| 🔀   | **Decision**     | Branch point requiring judgment |
| ✓    | **Verification** | Step requiring sign-off         |
| 📄   | **Reference**    | Link to document or form        |
| ⚡    | **System**       | Automated system action         |

### 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

***

## Executing Procedures

### 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

### 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

### Completing an Execution

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

### 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"

***

## Tracking Your Executions

### 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

### Execution Status

| Status          | Description                   |
| --------------- | ----------------------------- |
| **In Progress** | Started but not yet completed |
| **Completed**   | All steps completed           |
| **Abandoned**   | Started but not finished      |

***

## 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

***

## Tips and Best Practices

### 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

### Don'ts

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

***

## 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.

***

## 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

***

## Glossary

| Term               | Definition                                                         |
| ------------------ | ------------------------------------------------------------------ |
| **Procedure**      | Step-by-step instructions for completing a task                    |
| **Execution**      | A recorded instance of someone following a procedure               |
| **Step**           | An individual action within a procedure                            |
| **Workflow**       | The visual representation of procedure steps and their connections |
| **Verification**   | A step requiring sign-off or confirmation                          |
| **Decision Point** | A step where different paths can be taken based on conditions      |

***

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