“
Acta gave us a place to centralize our knowledge, make it accessible to every staff member, and update it across our departments.
Buddy SkinnerDirector of Building Codes and Permits
Greenville, SC
Greenville, SC
Acta Operations Manual
Your department’s knowledge, ready inside every workflow.
Give staff one searchable, department-approved place for SOPs, policies, forms, scripts, and guided workflows—directly inside the browser tools they already use.
Searchable guidance. Branching workflows. One approved source.
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Built into the browser
Guidance appears where staff are already working.
✓No separate knowledge portal
Guided workflow
Yes / No
Each answer changes the next question and recommended action.
Searchable in secondsFind SOPs, forms, scripts, and policies
Department-approvedOne controlled source of truth
Guided workflowsNext steps adapt to staff responses
The knowledge problem
Your processes should not live in binders, bookmarks, and people’s heads.
When procedures are scattered across PDFs, shared drives, email threads, and experienced employees, staff lose time searching—and service quality depends too heavily on who is available.
01
Staff search across too many places
Policies, forms, portal instructions, and scripts are hard to find in the moment.
02
Important steps get missed
Complex calls and counter interactions rely on memory instead of a repeatable process.
03
New staff take longer to contribute
Institutional knowledge is difficult to transfer when it is undocumented or outdated.
04
Process changes are hard to control
Old versions keep circulating after policies, links, or required steps have changed.
How it works
From “where is that process?” to the right next step in seconds.
Acta turns department knowledge into practical guidance staff can use during real calls, emails, walk-ins, and system workflows.
1
Open Acta in the browser
Launch the extension while working in a permit portal, CRM, website, or browser-based system.
2
Search or choose a workflow
Find a policy, SOP, approved script, form, or branching workflow by keyword or category.
3
Follow the approved path
Acta changes the next question and recommended action based on each answer.
Try the workflow
Choose a workflow, answer a question, and unlock the right checklist.
This demo mirrors how guided workflows can work inside the Operations Manual: staff begin with a process topic, complete the tasks that always apply, then unlock new checklist sections based on their answers.
Guided workflow
Workflow complete
More than a document repository
Turn institutional knowledge into guidance staff can actually use.
The Operations Manual brings together approved explanations, direct links, forms, scripts, SOPs, and guided workflows in one searchable place.
Searchable SOPs and policies
Find the right process without digging through folders or long PDFs.
True branching workflows
Different answers trigger different questions and recommendations.
Forms, links, and scripts together
Keep every practical resource for a process in one place.
Controlled, current content
Department leaders update one source instead of chasing old copies.
What changes for your team
Give every staff member a clear path forward.
The Operations Manual protects service quality while making complex work easier to follow.
Find answers faster
Give staff one searchable place for guidance during live interactions.
Keep processes consistent
Use the same approved steps across staff, shifts, teams, and locations.
Reduce missed steps
Guide staff through complex situations one decision at a time.
Preserve institutional knowledge
Make experienced staff knowledge accessible before turnover creates a gap.
Built for local government
One playbook for the processes residents rely on.
Use the Operations Manual anywhere staff need consistent guidance, from technical intake to public-facing conversations.
🏗️
Building & Permitting
Permit selection, application intake, inspections, plan-review handoffs, and incomplete-submittal workflows.
📐
Planning & Zoning
Pre-application guidance, rezoning steps, ordinance references, development review, and meeting preparation.
🗳️
Elections
Voter scripts, eligibility routing, absentee support, Election Day escalation, and changing deadline guidance.
🛡️
Public Safety & Service Centers
Records requests, non-emergency routing, high-emotion interactions, safety guidance, and handoffs.
Common questions
What teams ask before getting started.
Acta turns the content you already have into a practical, low-lift resource staff can use every day.
Does this replace our existing policies and SOPs?
No. Acta makes your approved content easier to find and use. Your department decides what guidance, links, forms, and workflows are available.
How do guided workflows work?
Each answer sends staff to the next relevant question. Unnecessary steps are skipped, and different paths end with different recommended actions.
Can Acta convert our current documents into workflows?
Yes. Existing SOPs, PDFs, checklists, scripts, and process notes can be organized into searchable guidance and branching workflows.
Who controls updates?
Authorized department administrators manage the approved content, so staff see the current version instead of outdated saved copies.
Where can staff use the Operations Manual?
The Operations Manual runs through the Acta browser extension alongside permit portals, CRMs, websites, GIS tools, and other browser-based systems.
Turn your department’s knowledge into a playbook staff can use every day.
In 20 minutes, we’ll look at your SOPs, checklists, and common workflows and show how Acta can make them easier to find, follow, and maintain.
Schedule Your Assessment →