Search for:

• User Guides
  • 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
  • Job Descriptions
    • Edit the Job Description Title and Objective
    • Removing Processes from Job Descriptions
    • Re-ordering Processes on Job Descriptions
    • Adding Processes to Job Descriptions
    • Print / Download Job
    • Descriptions and Operating Mannuals
  • 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
    • 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
  • 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
  • Process Assignment
    • Process Assignment Tutorial
    • Selecting an Employee for an Assignment
    • Choosing a Process to Assign & Assignment Notifications
    • Assigning a Process, Editing an Assignment & Completed Assignments
    • Process Assignments for Staff
  • 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
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    • Uploading Your Logo
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  • User Settings
    • User Settings
    • Changing Username and Password
• Training Webinars
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• How to Videos
  • Getting Started
  • Process of the Week
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• Contact Support
  • Support

1. Click “Send/Print” on the Job Description Page.
   
   
2. Choose a method:

• Print: Sends the Job Description to your printer. Layout is controlled by your local printer settings.
• Print to PDF: Opens your PDF viewer and downloads the Job Description as a PDF.
• Print to Word: Opens Word and downloads the Job Description as a Word doc.
• Print Operating Manual: Sends the Operating Manual for the current position to your printer. Layout is controlled by your local printer settings.
• Print Operating Manual to Word: Opens Word and downloads the Operating Manual for the current position as a Word doc.

Note: “Print Operating Manual” or “Print Operating Manual to Word” will also include a table of contents for the Operating Manual and all tools/documentation for each process in the Job Description.

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Continue below for additional resources:

• Job Description Title and Objective
• Remove Processes From Job Description
• Reorder Processes on Job Descriptions
• Add Processes to Job Descriptions