Creating a manual using microsoft word




















Also unless only one person is doing it, you'll want to have collaboration. Here's a link to some info on enterprise productivity tools of Office Take a look at that site. You can chat with the sales guys who can give you a whole lot more info than I can and help you get what will work best for you. Was this reply helpful? Yes No. Sorry this didn't help. Thanks for your feedback. Out of all of the Microsoft office products, which app do you think would be the best to create a comprehensive page procedures manual?

Obviously word is the first choice but is there another application or Microsoft product that might be built better for this type of document? It makes it very easy to plan out your document accurately;. You can easily see the context of your document every time it is updated in the Table of Contents;. It helps you plan your document and improve the overall structure. You can insert the type you want pretty easily. Changing it does become a bit harder but use the Styles to create your automated styles.

This will open up the styles and you can go through and change the styles to suit. Using the styles takes a bit of practice. There are plenty of options to consider and you might need to do some research online on how to make it work right. You should find the option to open this feature in the top right hand corner of the screen. See below. You can see the options are now expanded and they can be hidden again by simply clicking the same box.

Now you can include the text you want to change in the options provided. Also note the other check boxes below this which allow some pretty powerful functions and are worth experimenting with.

The Find and Replace feature has plenty of options to try. Experiment with what they do because they can make your life a lot easier when amending a file.

It can be quite detailed and should be easy to read and understand. Make it complex and full of big and impressive words and your team are definitely going to ignore it. The last thing you want. A procedure is different to a policy. A procedure is like a step by step instruction. These instructions need to be detailed and include every single step. If you miss a step can you expect your team to get it right? Now I hope that explains the difference. You can still create a quality system for your business using a policies and procedures template and combine the 2 together or keep them separate.

The following page below is an example of a policy. This policy is an Anti-Bullying Policy. This type of document should be direct and to the point. The following image is an example of a very simple procedure. Creating a procedure is relatively easy. However, should you be breaking down the task into something small so it is manageable? Providing images in the step by step process makes it easier to absorb the tasks.

However, this is going to take you a lot of time to create. Particularly if the process is complex and detailed. Speed it up by using a policy and procedure template. It is very cost effective. All you need is MS Word software and you are ready to go. It is easy to add information. You can simply open the document and start adding policies and procedures. It is easy to update. Nothing to it. Just open up the file and away you go.

The search function is already in there and easy to use. Train your team to use the search function. You can use MS Word to start things off and this will allow you to get content together which you can still use down the track if you decide to use another method such as a database. Giving others access to the file is easy. They just need to know where it is.

Once your manual gets to a certain size it is going to be harder to manage. It makes it hard to track changes if you want to track changes in your manual. You cannot separate your manual into different permissions for each type of team member in your business.

Select Blank document. Click or tap where you want to insert the control. A picture control is often used for templates, but you can also add a picture control to a form. Select Developer and content controls for the building block.

Select the content control, and then select Properties. Repeat this step until all of the choices are in the drop-down list. Fill in any other properties that you want. Click or tap where you want to insert the date picker control. Click or tap where you want to insert the check box control. Click or tap where you want to insert a legacy control. Open a template or use a blank document To create a form in Word that others can fill out, start with a template or document and add content controls.

In Search, type form. Double-click the template you want to use. In Save As , type a file name and then select Save. In the document, click or tap where you want to add a content control. To set specific properties for the control, select Options , and set. Repeat steps 1 through 3 for each control that you want to add. Set common properties. Set specific properties for a Check box. Set specific properties for a Combo box Drop-down item Type in strings for the list box items. If you want, you can test the form before you distribute it.

Protect the form. Reopen the form, fill it out as the user would, and then save a copy. Show the Developer tab On the right side of the ribbon, select , and then select Ribbon Preferences. Under Customize , select Developer. Open a template or a document on which to base the form You can start with a blank document and create your own form. Double-click the form template that you want to use. Add content controls to the form In the document, click where you want to add the control.

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