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Similarly to its use with new hire training, you can make the information available on demand, and if the individual who’d normally execute a particular task is out sick, or unexpectedly unavailable, someone else can easily take over. It helps to document a process within your organization even when there isn’t an immediate need for it.ĭoing so can set up a future coworker for success. Process documentation empowers people to access information on their own, when they need it, facilitating the ability to self-help. Of course, you can still create process documentation when you do have an immediate need to train a colleague, too! So documenting processes before you feel you need to means less stress and pressure when staff members may already be stretched thin. And when there are vacancies on a team, each member tends to have a bigger workload. Often when a new employee joins the team, they are filling a vacancy. Making it available to your new teammates lets them help themselves through their onboarding process, versus being completely dependent on their trainer to teach them everything they need to know. Process documentation is extremely helpful when you need to train new hires. Here are just a few ways process documentation can be helpful: Train new employees Some recipes are complex and require tons of steps and materials, while others are simple and may only have a few ingredients. So it can be helpful to think of a process document as the recipe for completing a task. If you think about it, a recipe is a process document. It can be something as simple as a quick screenshot showing the steps to login to an email client or as complex as a multi-page document. What is process documentation used for?Īs you can tell from the definition above, process documentation is a pretty broad term. They can be formal or informal, depending on your audience and the purpose. Process documentation is any document that shows the steps necessary to complete a task or project.
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How to ensure your documentation has a longer shelf life.Best practices for ensuring your documentation is highly effective.How to easily create visual content - including video - to create highly effective visual documentation.Tools for creating visual process documentation.What is process documentation and why is it important?.
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Luckily, creating professional-looking visual and video content is incredibly easy with the right tools and a little know-how.ĭownload a free trial of Snagit to quickly and easily create how-to content. That means there’s way less change someone will need to come and ask you for the same instructions again and again!īut how do you create visual process documentation - especially if you aren’t a graphic designer?
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In fact, TechSmith research found that not only do people prefer when instructions are presented visually, they actually learn faster, perform better, and retain the information longer. We’ve all heard the old adage “a picture is worth a thousand words.” Turns out it’s true! Visual process documentation is just a fancy way of saying how-to, tutorial, or training content that includes images or videos.
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That’s where visual process documentation comes in handy. Images and video allow you to actually show the steps necessary to complete a task rather than just explaining with words. When it comes to explaining a process or the steps necessary to do something, nothing beats visuals. That way you don’t have to explain it over and over. If it’s something many people might need to know, you’ll likely want to create some kind of documentation you can share. You probably don’t consider yourself a trainer, but nearly all of us at some point have to explain a process or train someone to do something new.
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