How to Create and Use Procedures

This tutorial will guide you through how to create a new procedure, how to assign it to workers or inventory items, and use acceptance logs for reporting.

Create your own Procedure
Create a Procedure using a Safe Ag Systems template

 

Create your own Procedure

  1. In the side menu, select Documents and Files > Procedures then click Build New.

  2. Enter the title of the procedure in the Title field.
  3. Drag and drop the document editor to type a new document or the PDF option to upload an existing document. 

    Note - Uploaded links, images (excluding PPE icons inserted) and files will not be available in offline mode.


  4. Once completed click Save, then Preview. If you are happy with the way your document looks, select Publish from the top right hand corner.

5. Fill out the needed fields and upload a signature to sign off on your new procedure. 

6. Assign which access groups can view this Procedure. Note: You will need access in order to accept any procedure. 

 

Create a Procedure using a Safe Ag Systems template

If you would like Safe Ag Systems to guide you on which templates might be suitable for your operations please setup your Commodity and Region by following the below tutorial.

Content Guidance Setup

 

  1. In the side menu, select Documents and Files > Procedures then click the Template Library tab. 

  2. Click on the 3 dot menu to select View or Use Template to review procedure template content.
  3. Select Publish to use the template as is, or Customise to review the content and make changes. 
  4. If you select Customise, the selected template will open in a text editor.
  5. Click on the Pencil Icon to make edits. 


     
  6. Use the document editor to update as required.
    Note - Uploaded links, images (excluding PPE icons inserted) and files will not be available in offline mode.




  7. Once complete click Save, then Preview. If you are happy with the changes, select Publish. 
  8. Fill in the needed areas and Upload a Signature to activate your Procedure. Select which access levels will be able to view this document. 

As with all our templates, these aim to provide you with a good starting point, and will need to be reviewed and adjusted accordingly to fit your workplace and operations.