| Excerpt | ||
|---|---|---|
| ||
Process involving multiple steps or transactions |
Use for an overview of a complex process with many steps, usually over a long period of time. Extra information can be split off onto transactions or info pages.
Goals | Some city services are bigger than a single transaction. Step by step pages show connections and relationships between transactions that must be completed as part of a bigger process. Users can refer to a step by step for an overview of larger or longer processes with links to more detail on transaction pages. |
|---|---|
Audience | General public, frequently used in permitting. |
How it works | You can add up to 15 steps, but should aim for no more than 5 (see template for more information). Steps can be numbered, or start with “and” or “or”. Any step can be optional. Each step has:
Each step can link to one or no transaction on SF.gov. When users move from step by step to a transaction, the transaction page will automatically show “Part of” with a link to the step by step. The link only shows when the transaction is reached from the step by step. Note: Although you can tag a Step by step page with a Topic, this will not be automatically displayed on either page. You will need to add links manually.You can add a topic , but the step by step will not automatically show on the topic page. |
Examples | Apply for a cannabis business permit, Add units to your property |
URL | sf.gov/step-by-step/title-of-step-by-step |
Step on SF.gov | Step in CMS |
|---|---|
 or  |  |
Steps You can be reordered in the CMS by dragging up and down the page. change the order of steps by dragging them. It’s easier to drag when the steps are collapsed. The step numbers will update automatically when you save changes. |
Sections
*required
Title*
Description*
Intro
Steps*
Department
What is reused
Content template to copy and use
Google Docs Step by Step template
| View file | ||
|---|---|---|
|