- 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
Shows the processes you have completed.
This report allows you to search for processes and process tools that you’ve completed on the dashboard. (“Completed” means you’ve used them, like filling out a checklist or form, or watching a video. Anything you’ve completed and used while working or training.)
This report allows you to search for processes and process tools that you’ve completed on the dashboard. (“Completed” means you’ve used them, like filling out a checklist or form, or watching a video. Anything you’ve completed and used while working or training.)
Select your criteria to filter the report. You can choose one criteria or multiple. Choose none/leave blank to run a report for all processes.
- Start Date: Search for work completed after a specific date.
- End Date: Search for work completed before a specific date.
- Save As: Search for what the process was saved as.
- Position: Choose the position or positions you have access to.
NOTE: Usually, you will only have one position assigned but if you fill more than one position on the Organization Chart, you might have multiple positions assigned. Choose the position that you used when you completed the process you are searching for. - User: (only for My Employees Reports), select the employee you want to report on. Choose none or leave blank to run a report of all employees
- Process Tool Type: Run a report of a specific process tool template. Like all checklists or workplans, etc.
Select “Run Report” to see results