SaatPro
Where Technology Meets Clarity
SaatPro Workspace
Manual Builder
Build a procedures manual for a whole function or one role: activity areas, step-by-step procedures, workflow diagrams, RACI, delegation of authority and registers. Download it as Word, PDF or Excel.
Please sign in to build a manual.
A manual is written area by area, so it is available to signed-in members (free). Your answers below are kept in this browser, so you will not lose them.
Sign in or create a free account
1. Which function is the manual for?
About the organisation (optional, but it makes the manual fit you)
2. Who is the manual for?
Choose the whole function, or one role inside it. The role edition is a smaller manual that still shows the other roles it works with, so you can later put the role manuals together into one.
3. Activity areas
Each ticked area becomes a chapter with its own procedures. Untick what you do not do. You can add your own.
4. People, systems and approvals
Roles that appear in the procedures
Delegation of authority (optional)
Who approves what. Leave a row empty and the manual lists the decision with a blank for you to complete. The AI never makes up limits.
| Decision or request | Approving role | Limit or condition |
|---|
5. Document details and build
Building takes about 1 to 3 minutes. Do not close this page. One manual uses one of your 2 manuals for the day.
Your manual
The Excel file holds the process map, procedure register, RACI matrix and the appendices. Word and PDF hold the full manual with workflow diagrams.
Check and edit
Open an area to correct a title, an objective or a step before you download. Step format: 1. Action | Responsible role | Record | Timeline | In system? | Goes to
