Support for your Procedures

Support Portal and Procedures Knowledge Base

We love learning and sharing our knowledge. Learn in detail how our platform works and collaborate with us in our support community.

https://keeni.zendesk.com/

How to Create and Run Operating Procedures

We are focused on providing a flexible platform that enables new and/or complex procedures to be standardized. Below are some of the support documentation we have written for you to make your job easier.

Create Standard Operating Procedures

Standard operating procedures (SOP) are written, step-by-step instructions that describe how to perform a routine activity. Employees should complete them in the exact same way every time so that the business can remain consistent. Standard operating procedures help maintain safety and efficiency. Learn more about creating and managing your standardized operating procedures:

• Creating a Procedure
• Building Template Version of Procedure
• Grouping Steps of a Procedure
• Hierarchy of Groups in SOP document

Versions of Standard Operating Procedures

While you may only have one version of your standard operating procedure now, with time you may need to make changes to it. Versions allow you to make a new version of the procedure without releasing it for your team to run as a instances until your ready to do so. Learn more about creating and managing versions of your standard operating procedures:

• Managing Versions of a Procedure
• Approving and Releasing Versions of a SOP

Templates for Operating Procedures

We have templates for your standard operating procedures to make creating them and running them as instances both efficient and effective. Choose to create a SOP from one of our templates. Create and customize your procedure with predefined column templates. Even create templates to use with status inputs and user roles.

• Templates for Columns in Tables
• Custom Statuses for Procedures
• Custom Roles for Procedures

Running Standard Operating Procedures and Checklists

A version of a SOP can be launched which creates an Instance. The instance is where your teams conduct the standard operating procedure as documented in the version that is currently active. Multiple instances of a version can be run independently. Learn more about launching and running instances of your standard operating procedures:

• Launching Instance of a Procedure
• Assigning Users with Roles
• Redline Changes while running Instance