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|1st November 2008, 09:39||#1|
Senior - BHPian
Join Date: Oct 2004
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Calling all MS Word experts - Help Required !!
Hi Friends !!
I need to make SOPs (Standard Operating Procedure) for various processes in my organization. The format of SOP should be something similar to a Job card we get @ Service stations.
1. Headers and footers giving all the details of the documents (No, Rev No, date etc with Company's logo)
2. Need to interlink a few elements in the headers of different pages so that when i change one value(eg. date), the other value related to it should change automatically.
3. Headers and footers should be password protected.
4. The center portion of the doc should have a couple of headings (like objective/scope etc) which should be freezed and should automatically come on each page so that only the data is to be entered according to different processes.
5. Are all the above things possible in Word ?
If not then please suggest some alternate softwares
Any kind of links where i can learn to make the required template or even download a similar template would be helpful.
|1st November 2008, 09:42||#2|
Distinguished - BHPian
Join Date: Jul 2007
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You are speaking PDF form, while most SOPs in Word are lax - they don't have section specific controls.
What's wrong in some things being editable - those things like org name/logo/rev date are easy to check. Its always the content that goes iffy
Don't overcomplicate it - a saada DOC works just fine. Else you can confound junta no end. Unless you propose a web form to update and generate SOPs in PDF format
|1st November 2008, 11:10||#3|
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|1st November 2008, 11:34||#4|
Senior - BHPian
Join Date: Feb 2007
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I ain't the expert one, but will try to sort out with some small solutions available.
|1st November 2008, 12:37||#5|
Join Date: Oct 2008
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I think it is possible in word, however you will need to use Form’s option in the Word. Select from the main menu>view>toolbars>form. This will add a small floating toolbar. Now format the page as you would normally draft a doc in the word and also as you would like the user to see. Place appropriate fields from the ‘Forms’ toolbar at specific places wherein you would like to the user to entry the data.
The first three fields on the form toolbars are
Text field – user can enter any data
Check Box – user can either say yes or no
Drop down box – user can select from predefined options
Using the above three field I think you will be able to address your entire requirement.
For the things that you need to appear on all page, put those things in the header or footer.
Lastly on the forms toolbar there is a lock button, you need to apply that for your forms to work. This will also make the other text in the doc including your header / footer non-editable. For added security you can always password protect the doc.
Look at the attached file. Something like this or have I gone on a tangent.
Trust the above helps.
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