- User Guides
- Getting Started
- Organization Chart
- Job Descriptions
- 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
- Process Documentation 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
- Using AI to Build Process Tools
- Control Panel
- Management Review
- Process Assignment
- Reports
- Account Administration
- User Settings
- Training Webinars
- How to Videos
- Contact Support
Add Existing Process
- To add a process previously entered into TouchStone from the Four Functions list, click “Add Existing Process”.
- In the dialogue box, use the Sub Function drop-down to select the process category.
- Click the drop-down under “Sub Function” to view and select existing processes.
- Choose processes and click Save.
Add New Process
- To add a New Process to a Job Description, click “Add New Process”
- Enter the process name in the Process Title box.
- Select the Sub Function to categorize where this process will appear in the Job Description.
Note: New processes added here will also be saved in the Four Functions list. - Select the Save button.
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