Within several components in Workhub you are able to create Sections to organize your content. The components we have that utilize Sections include:

In each of these components, you can click the Add New button in the top right corner and select Section Header to create a Section to help organize your content.

After choosing to add a new Section, the steps will differ slightly based on which component you're in.

In Policies, a pop-up will appear for you to enter details for your new Section.

Give your Section an identifier in the Policy Section field. This field is alphanumeric, so use what makes sense for your organization. Provide a name for your section in the Section Name field. To allow your Section to be used, toggle the visibility to View.

Click Add to confirm the creation.

After creating the Section, you'll see it appear in the Policy list as a grey bar.

To house a Policy within a Section, click into the Policy you want to organize. In the Section Number field on the right portion of the screen, you need to combine the Section identifier with a document number for your Policy.
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If we wanted to house a Policy in the above example Section of Fleet, we could enter FLT as the first portion of the Section Number, insert a period, then add a document number for your Policy.

After adding those details, click Save/Review in the top right corner of the screen to confirm your changes.

You will then see your Policy listed in your specified Section.

Within Competencies, a pop-up will appear for you to enter details for your new Section. You need to enter a Section Number and then a Competency Section Name. Both fields are alphanumeric, so use the combination of letters and numbers that makes sense for your organization.

After filling those two fields, click Save to finalize. You will then see the new Section in your Competencies list.

To add Competencies to your new Section, click into the Competency you want to move. In the Section Number field on the right portion of the screen, you need to combine the Section identifier with a document number for your Competency.
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If we wanted to house a Competency in the above example Section of Heavy Equipment Operation, we could enter 04 as the first portion of the Section Number, insert a period, then add a competency number for your Competency.

After adding those details, click Save Competency in the top right corner to confirm your changes.

You will then see your Competency listed in that Section.

When numbering your Sections and the items within your Sections, the items will be displayed in numeric order, then alphabetic order. The system will also display your numeric items grouping the first digit together in your list. That means if you have an item numbered 1 and an item numbers 10, they'll display near each other in the list.
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To account for that, we recommend using 0 as your initial digit(s) if your Policies, Procedures, etc. follow a numbered seriation.

Here's an example to help visualize this principle. This list does not have an initial 0 digit so the Procedures 1.1 and 1.10 are grouped together.

However, after adding the initial 0 digit, you can see the 1.10 Procedure has been bumped down the list.

If you run into any trouble setting up the order for your items, you can reach out to our Support team for assistance and guidance!

The view will differ slightly depending on the component you're using, but generally you will see a pop-up appear asking you for some information for your new Section.

You will need to give your Section a number or a letter to identify it by.

Our Procedure section tool works a little bit differently than the method for Policies and Competencies. Your Procedures will populate your main Procedure list. You can organize your Procedures using Groups and Processes.
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Groups function as main sections within your Procedure list. Groups cannot be nested within one another, but you can create subsections within your Groups called Processes. Both Groups and Processes can be given titles and numbers to help identify and organize them as well.

Processes are dependent on Groups. You can have Groups without Processes, but you cannot have Processes without Groups. It may help to think of Groups as sections and your Processes as subsections.

If you want to utilize Groups to organize your Procedures, start on your main Procedure list page and click the Add New button. Choose Group.

In the pop-up that appears, provide your Group a Code and a Title. Both fields can be alphabetic, numeric, or alphanumeric. You can also use special characters, such as periods, dashes, or slashes.

When you are ready, click the Save button to finalize your choices.

After creating your Group, it will appear in the Procedures list within a grey bar.

When you first create a Group, it will not house any Procedures. To house your Procedures within a particular group, click into any Procedure. Open the Group dropdown option and select the Group you want your Procedure to be housed within.

Once you have selected the Group you want, click Save in the top right corner of the screen. You will then see your Procedure listed beneath the Group in your Procedures list. It

You'll notice after housing a Procedure within a Group that the Document Number for that Procedure changes. It will take on the Group Code of its Group as a prefix. In the above example,

You can add as many Procedures to a Group as you need.

To create a Process, you must have at least one Group in your Procedure list. Click the Add New button in the top right corner and choose Process

In the pop-up that appears, first select the Group you want the Process to exist within. Then, give your Process a Code and a Title.

After creating your Process, you will see it listed in a pale grey bar beneath the Group you selected.

You'll also notice a bubble in your Process line. That bubble will include the Group code and the Process Code you specified. In the above example,
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Like with a Group, there will be no Procedures listed within your Process when you first create it. To add Procedures to a Process, click into your desired Procedure from your Procedures list.

Because Processes are dependent on Groups, you must choose both a Group and a Process to have a Procedure listed. First, click the Group dropdown and select the Group. Then, click the Process dropdown. The options presented will include the Processes that exist within your chosen Group.

Once you have selected the Process you want, click the Save button in the top right corner to confirm your choice. You will then see the Procedure listed within your chosen Process in the Procedures list.

As with a Group, after housing a Procedure within a Process that the Document Number for that Procedure changes. It will take on the Group Code and Process Code of its Group and Process as a prefix. In the above example,

Depending on how you have organized your Procedures list, you may see a variety of Groups, Processes, and Procedures in your list.

There are three schemes that can be implemented for organization:

Visually, those schemes could be imagined as such:

The organization of your Procedures will depend on the presence of a Document Number. Each Procedure can be assigned a Document number (see the Create a New Procedure section above) and depending on its makeup, your Procedure may appear in a particular place in your Procedures list.
The order of display for Procedures, from first to last, is:

The Document Number is displayed in grey text above your Procedure name. Following this logic, your Procedure List may look something like this.

The same order will apply to your Procedures listed within Groups and Processes. The only difference is that they will be housed within your Group and Process first, then will be organized according to the order above.