Our next policies and procedures writing training course will be on 31 Jan 18

Our next policies and procedures writing training course will be on 31st January 2018.

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, housing associations, and the NHS, although it will benefit many writers of policies and procedures.

Using RoboHelp 2017 for company procedures – Quick review

We’ve been setting our staff the challenge of using some of the popular Help Authoring tools to create online company documents.

We asked them to make some notes on the applications they used. Here are some of the notes relating to RoboHelp 2017:

“Straightforward to use. Easy to import the content.

The responsive web templates supplied with it are nice looking and easy to customise. The layout editor has images that help you identify easily which stylesheet elements to change.

The search and replace didn’t change everything I wanted. I don’t know if I was using it incorrectly.

When you press the build/generate button, you have to wait until that process has finished before you can do anything else.

The output it creates produces folders that are all in lowercase, apart from one. If you need to manually create the folders on your website, this can catch you out. It did me.

The ability for users to filter content is really useful. You can filter content so it only relates to a country, a job role, pre and post brexit, etc. Obviously, you need to markup the document, and know where these conditions should apply.”

Staff handbook written in Word and converted to a responsive Web layout

In recent posts, we’ve been describing different ways to publish policy and procedure documents online.

Here’s an example of a staff handbook that has been converted from Word to a responsive web layout.

staff handbook welcome page

The home page provides links to the main sections in the handbook. In this example, we also changed many of the sentences that were in the passive voice to the active voice.

We could have made more improvements:

  • Added colour to highlight what staff must do.
  • Provided links to related applications and forms.
  • Added images and flowcharts.

The document has been broken down into a series of web pages, with a responsive web layout. This means the pages can be easily read on a mobile phone or a tablet.

Converting policy documents written in Word to HTML – Example

In recent posts, we’ve been describing the different ways to publish policy and procedure documents online. Often, organisations want to write their content in Microsoft Word, as staff are familiar with the application. However, they also want a very nice, and usable, online version.

Here’s an example of a direct conversion from Word to HTML.

Before – Example Mobile Phone Policy IT-0022-v2

policy-example-before-screenshot

After – Mobile phone policy – written in Word  and converted to HTML

policy-example-after-screenshot

In this example, we have not amended the source content before conversion, nor the default template. We just imported the document and pressed the Build button.

The document has been broken down into a series of web pages, with a responsive web layout. This means the pages can be easily read on a mobile phone.

The writers would make any changes to the policy by amending the Word document. You’d then run the conversion again, and upload the revised web pages.