Policies and procedures as an API

Here’s a trend that didn’t make our list of predictions for 2017 – having company policies and procedures accessible via an Application Programming Interface (API).

API is a term used to describe mechanisms that allow an application to access data or functionality provided by another application, system or service. For example, if your policies and procedures were accessible via an API, they could be embedded or used in other systems within your organisation. APIs offer connectivity, flexibility and future-proofing.

Instead of staff having to look up procedures in a manual or on an intranet, the official guidance or instructions could be embedded into the applications and forms they’re using. Developers could save time by connecting the application they’re developing to the API. They wouldn’t need to write the information, and staff would always be presented with the official, definitive policy or procedure.

You’re still able to create policy and procedure documents, as a web page or in paper format.

This prediction didn’t make the list because it relates mostly to business documentation rather than technical documentation, and we’re unlikely to see many examples of it within the next 12 months. In practice, the content might be managed by a headless CMS; however, the approach would remain the same. Perhaps the NHS and other organisations in the healthcare sector will be the first to take of this approach.

See also: Cherryeaf’s policies and procedures writing services

What do you think of this prediction? Please share your thoughts below.

Helping organisations plan for unexpected events

It’s a while since we covered polices and procedures writing, so just a quick post to say Cherryleaf helps companies document their procedures for dealing with, and recovering from, unexpected disasters. It also can include planning for contingencies, including events that might seem highly unlikely.

Policies and procedures writing course – 11th October

We’ve scheduled another of our policies and procedures writing course. It will be held on 11th October, in central London (WC2). 25% of the available places have been snapped up already, so book early!

Cherryleaf’s policies and procedures course teaches your staff how to write clear and effective policies and procedures, in a straightforward and efficient way. It is popular with staff from charities and the NHS, although it will benefit many writers of policies and procedures.

Our approach to writing procedures documentation

Yesterday, I went on walk to celebrate the life of Richard White, and I was asked by someone on the walk how we tackle procedures writing projects. They asked two great questions: Do you use templates, and which tools do you use?

I thought it might be useful to describe our approach.
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April date for our policies and procedures writing course

Our next policies and procedures writing course will be held on Monday 11th April.

Discover how to create clear and effective policies and procedures. This course teaches your staff how to write clear and effective policies and procedures, in a straightforward and efficient way.

Using Markdown to create a boilerplate document for reports and proposals

Following on from our post Cutting and pasting content into Word documents – Is there a better way?, we’ve been looking at how organisations could use Markdown to create reports and proposals more quickly and consistently.

The objective was to:

  • Create something simple for non-technical people to use.
  • Have a collection of re-usable chunks of content that could be embedded into the document (no more cutting and pasting). If a chunk needed to be changed, then the documents where it is embedded would reflect that change automatically.
  • Be able to generate the completed report as a .docx (Microsoft Word) file.
  • Separate the content from the “look and feel”.
  • Enable different people to work on different sections of the document simultaneously.
  • Store the content in an open format, so there was potential to use some of the content in other places (such as on a website).

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Cherryleaf’s policies and procedures writing – Next course 24th November 2015

Cherryleaf’s first public policies and procedures writing course will be held on the 24th November 2015, at our training centre in central London (SW7).

Discover how to create clear and effective policies and procedures. Cherryleaf’s policies and procedures course teaches your staff how to write clear and effective policies and procedures, in a straightforward and efficient way. This course is for anyone involved in writing or editing policies and procedures.

Places are limited to a maximum of 10 delegates.