• Collect all existing documentation.
• Out team will list each document in a spreadsheet with columns for:
  • Manual
  • Chapter
  • Article Title
  • File Name
  • Type (Actionable/Foundational)
  • Description/Notes

The ScreenSteps team will perform the following:

• Review each document to determine whether it should be split up into multiple articles
• Split larger documents into smaller documents if necessary (often for documents over 40 pages)
• Determine if content needs to be separated – foundational information from actionable steps into different articles.

• Identify articles that should be optimized with AI – typically for procedures (the AI will adds headings, lists, bolding and make it more readable).
• Identify articles that should be imported as-is – typically for policies or meticulously written documents that need to be imported verbatim.

• Review the import plan together.
• Adjust based on feedback and clarify any uncertainties.

• Import content that needs to be optimized using our Clarify Bulk Importer
• Import content that needs to be imported as-is using the DocX importer tool.
• This will generate manuals, chapters, and articles in ScreenSteps.