Capability 03 — Document

Process Documentation

From the captured process, patchley generates the documents your organization runs on — SOPs, control documentation and deliverables in your own templates.

Process Documentation
SOPs generated directly from the modelled process — no copy-paste
Control documentation for audit and compliance requirements
Your own templates: patchley fills them, your standards stay intact
01

Select a process

Pick the captured process you want documented — one is all it takes.

02

Choose what to include

Toggle the items the documentation should cover — SOP steps, controls, pain points, metrics.

03

Receive the documentation

patchley generates the finished document — in your template, ready to review and share.

What your documentation covers

Toggle exactly what each document should include — these are the fields patchley fills from the session, in voice or text.

SOP documentation
Activity descriptionLong text
Input / preconditionsLong text
Output / resultLong text
RACI — Responsible, Accountable, Consulted, InformedText
Systems & toolsText
Work steps / instructionsLong text
Exceptions & escalationLong text
ScreenshotsImages
Control documentation (ISO)
Control objectiveLong text
Control descriptionLong text
Control typeSelect
FrequencySelect
EvidenceText
Standard reference (e.g. ISO 9001: 8.4)Text
Responsible roleText
Include metadata

Add your own fields with a label and description — and patchley captures overarching process metadata (name, goal, owner) as its own entry.

What it's worth

Documentation as a by-product

SOPs and control documentation fall out of the captured process — no separate documentation project needed.

Audit-ready at all times

Controls and decisions stay linked to the process and traceable to the session they came from.

Your standards, kept

Own templates mean the output lands in the format your organization already accepts.

Back to home