# Process: [Process name, verb + object, the way people ask for it]

_Replace every text in [brackets]. It says what happens and why, from trigger to result, and which roles take part. No tool names, button names, screenshots or deadlines here: they go in the linked procedure (SOP) and work instructions. Delete these hints when done._

**Process owner:** [One name and team]

**Version and date:** [1.0, date]

**Next review:** [Date, or the change that forces one]

## Approval

| Prepared | Reviewed | Approved |
| --- | --- | --- |
| [Name, date] | [Name, date] | [Name, date] |

## About this process

**Purpose:** [One sentence: the result and who gets it]

**Scope:** [Starts when … Ends when … Not covered: …]

**Trigger:** [The event that starts it, not a person or a habit]

**Inputs:** [What must exist before the first step, and who supplies it]

**Outputs:** [What exists when it is done, so that someone else can check it]

**Measures:** [One or two numbers that show whether the process works, and how often they are read]

## Roles and responsibilities

| Role | Decides or does |
| --- | --- |
| [Role, not a name] | [What this role decides or does in the process] |
| [Role] | [ ] |
| [Role] | [ ] |

## Process at a glance

_Redraw for your process: one box per step, numbered as in the steps table, and both branches of each decision. The block below draws as a flowchart in wikis that render Mermaid, and stays readable as text elsewhere._

```mermaid
flowchart TD
    S1["1 [Role]: [first step, after the trigger]"] --> S2{"2 [Role]: [decision?]"}
    S2 -- "[No]" --> S3["3 [Role]: [step]"]
    S2 -- "[Yes]" --> S4["4 [Role]: [step]"]
    S3 --> S5["5 [Role]: [last step, the output]"]
    S4 --> S5
```

## Steps

| # | Role | Activity and handoff | Linked document |
| --- | --- | --- | --- |
| 1 | [Role] | [What happens, and who gets it next. 4 to 10 rows in all] | [Work instruction title, if the step happens on a screen] |
| 2 | [ ] | [For a decision: If …, go to step …] | [ ] |
| 3 | [ ] | [ ] | [ ] |
| 4 | [ ] | [ ] | [ ] |
| 5 | [ ] | [ ] | [ ] |
| 6 | [ ] | [ ] | [ ] |

## Linked procedures and work instructions

| Title | Where it lives |
| --- | --- |
| [Title of the procedure (SOP) or work instruction] | [Folder, wiki page or link] |
| [ ] | [ ] |

## Change log

| Version | Date | What changed | By |
| --- | --- | --- | --- |
| [1.0] | [Date] | [First version] | [Name] |
| [ ] | [ ] | [ ] | [ ] |