Definition: A source document that provides instructions, rules, or
procedures for governance and/or performing certain tasks to be used by a
wide range of audiences.
Process documents are usually "big fat books of something” used to explain or
catalog information for reference purposes.
The best process documents (often a manual in some form) are those that use
concise language, devoid of unnecessary words and ideas. A document that
people actually use should also be easy to navigate and a table contents is
essential. An index may be needed as well depending on the size of the
document.
Types of process documents:
Check out our list of report types for other documents that describe or
demonstrate processes.
procedures for governance and/or performing certain tasks to be used by a
wide range of audiences.
Process documents are usually "big fat books of something” used to explain or
catalog information for reference purposes.
The best process documents (often a manual in some form) are those that use
concise language, devoid of unnecessary words and ideas. A document that
people actually use should also be easy to navigate and a table contents is
essential. An index may be needed as well depending on the size of the
document.
Types of process documents:
- Training: Designed for audiences needing to learn a new task, skill, or
procedure. - Procedures: Guidelines for carrying out specific work tasks.
- Policies: Documents the policies for governing an organization. In many
instances procedures and policies are combined. - Guidebooks: Contains processes for dealing with different situations.
- Operating: Detailed, written instructions developed for the purpose of
uniformity in performing specific functions.
Check out our list of report types for other documents that describe or
demonstrate processes.
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| process documentation |
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