: Walk through the actual business process (e.g., "Create a New Customer"). The system will automatically record your clicks and entries.
: Use headings and parallel structure (e.g., "Create a profile," "Add an account") so users can find information quickly. Task Office 6.9
: Schedule time annually to revisit the guide and update it for any new system changes or process adjustments. : Walk through the actual business process (e
: If your system allows, create a folder structure first to organize multiple versions or related tasks. 2. Recording the Process (Digital Systems) "Create a profile