Skip to content
English
www.systemHUB.com
  • There are no suggestions because the search field is empty.

Setting Up Your Systems

Learn what each system status colour means, how to easily update a document's colour as it moves through its lifecycle, and how this provides an instant visual overview of your documentation health.

 

🎨 Status Colour Meanings

Using colours allows you to see at a glance which processes are ready for use and which need work:

  • Gray (Shell): You have identified that this system needs to exist, but it is currently an empty "shell" with no content inside yet.
  • Orange (In Progress/Review): The system has been documented or has a training video, but it isn't finished. It might be in the middle of being written or out with a team member for testing and feedback.
  • Green (Approved/Live): The system is fully tested and accurate. A team member can follow it from start to finish without making mistakes or needing to ask questions.
  • Red (Obsolete/Archived): Used for systems that are no longer in use. Instead of deleting them, mark them red or move them to an "Archive" folder so you can reference them later if needed.
  • Purple (Update Needed): A custom status often used for systems that were once green but now need to be readdressed, improved, or modernised.

🔄 How to Change a System's Colour

You can update the status colour as the system moves through its lifecycle:

  1. Open the System, Policy, or Training document.
  2. Click the Edit button to enter edit mode.
  3. Locate the colour icon at the very front of the heading (title).
  4. Click the icon and select your desired colour from the dropdown list.
  5. Click Publish to save the change.

📈 Why This Helps Your Team

For visual learners and managers, this provides an instant birds-eye view of your company’s "systemisation" health. If a folder is mostly gray and orange, you know exactly where your team needs to focus their documentation efforts.

🎉 You're All Set!

You now know how to track the health and progress of your company documentation visually. Keeping your status colours up to date makes it incredibly easy for the entire team to spot live processes and collaborate on items that still need work!