How to Add Guidelines to a Process

A process becomes easier to follow when each step contains the information employees need at the moment they perform the work. Add Guidelines to a Process in Enforcium to attach internal instructions or useful resources directly to an Action Step.

Guidelines are additional instructions or resources attached to a specific Action Step within a process. They give employees more context about how a particular step should be completed.

There are two options:

Create guideline

Create an internal instruction directly in Enforcium.

Add link

Add a link to an internal or external resource.

Guidelines work alongside the other Action Step settings, such as Responsible positions, Process Stage, Value Impact Status, Linked metrics, and Description. Together, these fields provide the information needed to understand and complete the step.

Guidelines are useful whenever an Action Step requires additional knowledge, instructions, or supporting material.

A guideline can contain:

• internal rules or instructions;
• templates employees need to use;
• reference documents;
• links to internal systems;
• external resources;
• detailed information that supports the step.

Keep the main process structure concise. Add deeper instructions where employees need them.

For example, a finance process could include a Review expense request step with a guideline containing the company approval rules and a link to the relevant expense form. The employee can open the resource directly from the step while completing the work.

Open the required process and switch to Edit mode. Select the Action Step where you want to add supporting information.

In the Guidelines section, click the + icon.

A menu will appear with two options:

• Create guideline
• Add link

Choose the option that matches the information you want to provide.

Select Create guideline to write an instruction directly for the Action Step.

The Create Guideline window contains:

Guideline title

Enter a clear name that helps employees recognize the resource quickly.

Description

Add the instructions, rules, or useful context associated with the step.

The description can explain the required procedure, important conditions, quality requirements, or other details employees should know before completing the work.

When the information is complete, click Create Guideline. The new guideline will appear in the Action Step.

Choose Add link when the required information already exists in another resource.

The Add Link window contains two fields:

Link title

Enter the name that will be displayed for the resource.

URL

Enter the address of the internal or external resource.

Click Add Link to attach the resource to the Action Step.

This is useful for documents, templates, knowledge bases, forms, internal tools, or other web resources employees regularly need while completing a process.

After you create a guideline or add a link, it appears in the Guidelines section of the Action Step.

Each resource is displayed as a separate item. Employees can open the relevant instruction or resource directly from the process step.

This creates a practical connection between the documented process and the knowledge required to perform it. The employee can access the relevant information at the point where the work happens.