Process templates
Diagrams of common business processes that you can open in the Docugram editor and change to match how your team works. Each page lists the steps in order, with the role that does each one when the template has role lanes. To diagram your own procedure, start from your document instead.
Order-to-Cash Process Template (Swimlane)
An order-to-cash process for an order paid up front, across Customer, Sales, Warehouse and Billing lanes. Sales confirms payment before anything ships. The warehouse checks stock and creates a backorder when an item is out of stock, then picks, packs and ships the order, and Billing sends the invoice.
Lanes: Customer, Sales, Warehouse, Billing
Procure-to-Pay Purchase Approval Template
A purchase requisition approval process, from requisition to vendor payment, across Requester, Manager, Procurement and Finance lanes. The manager reviews the request and decides whether the budget is approved. A rejected request goes back to the requester to revise and resubmit, and an approved one moves to vendor quotes, a purchase order, and invoice matching and payment.
Lanes: Requester, Manager, Procurement, Finance
Employee Onboarding Process Template (Swimlane)
An employee onboarding process across HR, Employee, IT and Manager lanes. Once the new hire signs the offer, payroll forms, laptop and account provisioning, and the first-week schedule all lead into day-one orientation, followed by the first 1:1 with the manager.
Lanes: HR, Employee, IT, Manager
Incident Response Process Template (Swimlane)
An incident response runbook across Reporter, On-call Engineer, Incident Commander and Comms lanes. The on-call engineer triages severity and the incident commander declares a Sev 1 incident. The engineer mitigates impact while Comms posts a status page update, then the incident commander confirms resolution and Comms publishes the postmortem.
Lanes: Reporter, On-call Engineer, Incident Commander, Comms
DOT Random Drug Testing SOP Template
A standard operating procedure for DOT random drug testing across DS+, DER, Employee and Collection Site lanes. It runs from the quarterly random draw through same-day notification of the employee and supervisor, specimen collection with chain of custody, and results reported back to the DER, who files them and closes the quarter.
Lanes: DS+, DER, Employee, Collection Site
Quality Control Inspection Process Template
A quality control inspection procedure for a batch, from receipt to release to shipping. A batch with visual defects is quarantined and a defect report logged. A batch without defects is measured against tolerances: an out-of-spec batch is rejected and production notified, and an in-spec batch is approved, labelled QC passed and released to shipping.
Compliance Finding Resolution Process Template
A compliance finding resolution workflow, from receiving a compliance report to closing the finding. High-risk findings are escalated to the committee and low-risk findings are assigned to an owner. Corrective actions are then implemented and the resolution verified before the finding is closed.
Customer Complaint Handling Process Template
A customer complaint handling procedure, from receiving and logging a complaint to updating the knowledge base. Critical complaints are escalated to a manager and the rest are assigned to a support agent. If the customer is not satisfied with the resolution, the complaint goes back for re-investigation; otherwise it is closed and the lessons learned are documented.
Change Management Process Template
A change management process, from change request to closure. A request that fails technical review is returned with feedback to revise and resubmit. An approved change is assessed, scheduled and implemented; failed tests roll it back and restart the process, and passing tests lead to updated documentation and a closed request.