Resources

Guides on SOPs, work instructions, process documentation and step-by-step guides with screenshots.

• GuideWhat is an SOP and how do you write one?An SOP (standard operating procedure) is a numbered, step-by-step document for a repeatable task. Its sections, an eight-step method and common mistakes.
• GuideHow to write work instructionsWhat a work instruction is, how it differs from an SOP, and how to write one in seven steps. Includes sentence examples, visual tips and common mistakes.
• GuideProcess documentation guideHow to document business processes: the layers (process map, SOP, work instruction, checklist), which process to start with, and an eight-step method.
• GuideHow to make a step-by-step guide with screenshotsMake a step-by-step guide with screenshots by hand, with a recorder tool or with video. Compare the methods and learn the rules for images and step text.
• GuideRedacting sensitive data in screenshots (GDPR)How to permanently hide personal data and passwords in screenshots. Blur versus redaction, GDPR and KVKK principles, and a checklist to run before you share.
• GuideHow to keep training docs up to dateWhy training and process documents go stale and how to keep them current: ownership, update triggers, a review calendar and a six-step system.

Step-by-step guides for employee onboarding, IT helpdesk, customer support, ERP and CRM handover, HR and quality procedures.

• Use caseEmployee onboarding documentation: step-by-step guidesRecord account, access and first-week tasks once; every new hire follows the same guide.
• Use caseIT helpdesk documentation: resolution guides that get reusedPassword reset, VPN, printers: record repeat tickets once and answer with a link.
• Use caseCustomer support macros and illustrated help guidesTurn frequent questions into illustrated guides and link them from your macros.
• Use caseERP and CRM implementation handover: guides you leave with the clientRecord each setting once; the client follows step by step and stops asking again.
• Use caseHR process documentation: step-by-step guidesRecord leave, payslip, hiring and offboarding processes and give employees a link.
• Use caseQuality and ISO procedures: illustrated work instructionsWrite procedures and work instructions with images; keep them versioned and reachable.

Copyable templates for SOPs, work instructions, onboarding checklists, IT ticket resolution and customer handover documents.

• TemplateSOP template (copyable, Markdown)Nine sections: purpose, scope, responsibilities, steps and revision history.
• TemplateWork instruction template (copyable, Markdown)A short skeleton for one task: illustrated steps, warnings and a check question.
• TemplateNew employee onboarding checklist templateBefore start, day one, week one, month one and month three, with owner codes.
• TemplateIT ticket resolution steps templateSymptom, quick checks, resolution steps and confirmation for a helpdesk guide.
• TemplateCustomer handover document template (ERP and CRM)Scope, roles, daily and admin tasks, support and an acceptance checklist.

Short, clear definitions of SOP, work instruction, RACI, knowledge base, GDPR and redaction, each linked to the related guide and template.

• Checklist
• Data minimisation
• Document control
• Documented information
• GDPR
• Handover document
• Help desk
• Key-person dependency
• Knowledge base
• Onboarding
• Personal data
• Process documentation
• Process map
• RACI matrix
• Redaction
• SOP (standard operating procedure)
• User manual
• Work instruction