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Using Business Procedures & Routines

How to start, keep, reopen, and use your Business Procedures & Routines work.

Write instructions people can follow, then keep versions, runs, and exceptions distinct.

Open Business Procedures & Routines

Start with the work in front of you

  1. Create a routine and draft the context, steps, checks, and escalation instructions.
  2. Walk through the procedure and resolve the gaps before releasing a version for use.
  3. Start a separate run when doing the work. Record results and exceptions, then Download editable playbook (.json).

Keep it and pick it up again

The JSON keeps procedures, versions, runs, and issues. Checklist imports create a draft procedure with fresh steps.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

Changing a draft does not rewrite a past run. A released procedure still needs review when the work changes; follow unresolved exceptions through.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.