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Rise 360: Banking Standard Operating Procedures Manual Example

TrinaRimmer's avatar
TrinaRimmer
Former Staff
6 years ago

In this Rise 360 example, I've created an interactive online procedures manual for a fictional financial institution, First Vikings Bank. This project makes use of Rise 360 features like the text and image blocks, button stack blocks, and the process interaction block for a creative alternative to static, paper-based manuals. 

View this project in action

Want a copy of this project? Send yourself a copy to have this project added to your Rise 360 dashboard.

Published 6 years ago
Version 1.0
  • MelindaDaniel's avatar
    MelindaDaniel
    Community Member
    Hello Trina,

    I love this template. We are thinking about converting our procedures into a Rise course similar to this. The course would be pretty large as some of our client policy/procedures could be over 100 workflows, which each workflow would be a block or module with screen shots and videos. We would publish as an HTML to load on our internal intranet. I have a few questions and hope you can assist or point me to someone who can.
    1. How would this affect the time it would take to load?
    2. Is there a search feature within the course we could utilize?
    3. We could potentially have 50 to 100 people trying to access the course at one time. Would this affect speed to load?
    Any information would be appreciated. Thank you again for sharing the template!!
    • MelindaDaniel's avatar
      MelindaDaniel
      Community Member
      Hello Dana, If you have Rise 360 and click on the link "send yourself a copy" in the original message, it should open right up for you.
  • hi trina, i like how you used the buttons for downloads. but attaching a file does not appear to be one of available destination options. how would or did you use buttons to download files? thank you!
    • TrinaRimmer's avatar
      TrinaRimmer
      Former Staff
      Hi Katherine. Personally, I find the attachments block is my go-to choice for providing downloadable resources right in my Rise 360 projects. You could also link to a webpage with downloadable resources using the button block.
  • AmyWinkler's avatar
    AmyWinkler
    Community Member
    Trina,
    What a great idea. I have worked on a lot of SOPs in the past and this would give them a fresh look and feel. Could you send me the template too?
    Great work! Thank you!
    • TrinaRimmer's avatar
      TrinaRimmer
      Former Staff
      Hi Amy. Glad you've found this project so inspirational! If you scroll up to the description, you'll see some hyperlinked text reading "Send yourself a copy." Just click on that and it should automatically add a copy of this project to your Rise 360 dashboard!
  • ShelbyMorris's avatar
    ShelbyMorris
    Community Member
    I am late to the party. I don't necessarily need a copy, but would like to know how you created the sections/headers. I have had a hard time finding this option.

    Thanks for sharing - your stuff is always so creative. It gives me a fresh perspective when I am in a rut!