🟨 The most suitable format is that of the article!
Daily Process refer to the "mini" operating modes that are intended to:
Participate in responding to the customer's request as part of a larger procedure;
Perform a manipulation on an external tool to Mayday (CRM…).
Daily process can be transversal to several themes and procedures, or specific.
The article format is therefore perfectly adapted for this type of fairly short operating mode.
📖 Examples of Daily Processes
Identify a customer
Check the existence of a customer account
Trace a customer call on the CRM
Check the delivery of an order
🧠 Mayday knowledge managers' advice
Advice n°1
Create redirection links within your operating modes to these daily processes. Junior advisors who do not yet master all of these manipulations can then refer to them as part of a larger operating mode to respond to customer requests. These redirection links will also centralize this daily processes on a single content, without repeating the process to be followed within several procedures and will thus facilitate updating if necessary.
Advice n°2
Create a "Daily processes" collection to centralize all these manipulations.