Step by step
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. |
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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. 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 |
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 or  | |
| You can 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
