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How to document a repeatable process

PURPOSE Documenting repeatable processes reduces errors, training time, and dependency on one person’s memory. INCLUDE Purpose, audience, prerequisites, steps, roles, tools, exceptions, outputs, and escalation guidance. WRITE CLEARLY Use numbered steps and plain language. VALIDATE Ask someone else to follow the process and note where they get stuck. BEST PRACTICE Assign an owner and review date so the document stays useful.

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