Creating and Managing Procedures

Creation date: 29/10/2021 11:22 am Updated: 21/8/2026 4:55 pm

Procedures can be assigned to selected Roles, Branches or temporary staff and made available on the web and Engage app.

Before you begin

You must have the Admin: Companies authority to create Company Procedures.

Quick steps

Go to Customer Admin > Organisation > Companies.
Select View beside the company.
Open Procedures and select Add New Procedures.
Complete the form, assign the audience and upload the document.

1 Upload the Procedure

Complete the required fields and assign the Procedure to the relevant Roles, Branches or temporary staff.

Adding a Procedure in Engage

Assigning a Procedure

2 Organise and track the Procedure

Add Tags or use Sections to group documents. To create a Section, replace Default with the Section name and press Enter.

Select Acknowledgement Required to record when employees open the Procedure.

3 Access and maintain Procedures

Employees can open assigned Procedures from Employee Profile > Documents > Procedures, the bulk Procedures list, or Your Profile > Documents in the Engage app.

Administrators can view, update, review the Change Log or delete a Procedure.

Need help? Contact support@engagesolutions.co.nz.

Creating and Managing Procedures

Quick steps

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