HyperionDocs
Templates

Process Template

Template for documenting workflows that involve multiple people and steps

Use this template for documenting workflows that involve multiple people and steps.

When to Use

Create a process document for:

  • Duty support rotation process
  • Branch strategy and PR workflow
  • Release process
  • Incident response procedure

Template

---
title: Process Name
description: Brief description of the process
---

# Process Name

## Overview

Brief description of what this process covers and why it exists.

## Who

Define roles involved in this process:

- **Role 1**: Responsibilities
- **Role 2**: Responsibilities
- **Role 3**: Responsibilities

## When

When does this process apply?

- Trigger conditions
- Frequency
- Schedule (if applicable)

## What

Step-by-step process flow:

### Step 1: [Action Name]

**Responsible**: [Role]
**Duration**: [Timeframe]

Description of what happens in this step.

**Inputs**:

- Required information/resources

**Outputs**:

- What is produced

**Actions**:

1. Specific action 1
2. Specific action 2
3. Specific action 3

### Step 2: [Action Name]

[Continue pattern...]

## Communication

How stakeholders are informed throughout the process:

- **Notification Type**: Who receives, when, and how
- **Escalation Path**: When and how to escalate issues

## Tools & Resources

- Links to tools
- Templates
- Documentation references

## Examples

Real-world examples or scenarios illustrating the process.

## FAQ

Common questions about this process.

Best Practices

  • WHO, WHEN, WHAT: Clearly define roles, timing, and actions
  • Step-by-step: Break down into sequential, manageable steps
  • Responsibility: Assign clear ownership for each step
  • Communication: Define how information flows
  • Escalation: Document when and how to escalate
  • Tools: List all tools and resources needed
  • Examples: Provide real-world scenarios
  • Keep updated: Review and update as process evolves

File Location

Place process docs in: content/{project}/docs/process/{topic}/

Examples:

  • content/my-project/docs/process/duty/support-rotation.mdx
  • content/my-project/docs/process/branch/pr-workflow.mdx