Getting Started

How to Login to Your Account
Logging out
Password Recovery
Dashboard
Right Side Navigation Bar

Organization Chart

Organization Chart Tutorial
Zooming in and out
Editing Position Titles
Adding Positions
Moving Positions
Moving Managerial Positions
Deleting Positions
Printing the Organizational Chart
Moving the Organizational Chart

Process Tools

Documenting Work Processes
Edit Title and Objective of Process
Creating New Process Tools
Editing Existing Process Tools
Delete a Process Tool
The Deleted Folder
Archiving a Process Tool and The Archive Folder
Printing Process Tools
Saving Process Tools
Reordering Process Tools
Inserting a Hyperlink
Building Work Plans
Deleting Tasks and Expectations
Editing Existing Tasks and Expectations
Check Lists
Scripts
Upload Files
Documents
Custom Forms
Policy Notes
Video
Audio

Management Review

What is Management Review?
Accessing Management Review
Training an Employee in Management Review
Marking a Process Tool Master as Trained
Organizing Processes for Control Panels Inside of Management Review

User Settings

User Settings
Changing Username and Password

Four Key Functions

Four Key Functions
Sub Functions
Adding Processes to the Four Functions
Deleting Processes
Moving Processes from One Key Function to Another
Moving / Recording Processes within a Key Function
Printing Process Lists
Process Color Identification
Mark a Process as Complete
Adding From a Process Library

Job Descriptions

Edit the Job Description Title and Objective
Deleting Processes from Job Descriptions
Removing Processes from Job Descriptions
Re-ordering Processes on Job Descriptions
Adding Processes to Job Descriptions
Print / Download Job Descriptions and Operating Mannuals

Control Panel

What is the Control Panel?
Accessing Your Control Panel
Organizing Processes in Control Panels
Completing Process Tools in Control Panels
Printing Saved Process Tools
Deleting Saved Process Tools
The Saved Folder
Trained

Public Processes

What are Public Processeses?
Making a Process Public

Reports

Running a Report

Account Administration

What is Account Administration
User Accounts
User List
Creating New Users
Deleting a User
Profile
User Access
Creating Control Panel Access in Account Administration
Account Settings
Updating Contact Information
Changing Header Color and Text Color
Uploading Your Logo
Header Display
Upgrade Account