- 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
- Different types of Reports are available to you. All of the report types are explained below.
- Process Reports
- Documentation Status (what percentage of processes are currently documented, started, or not started
- “Not Linked” (the processes that have not been
linked to a position)
- Last Updated (the date the processes were last updated)
NOTE: The “Last Updated” Date is also shown on the processes tools page
- Export (an export of all of your process from the Four Key Functions)
- Documentation Status (what percentage of processes are currently documented, started, or not started
- My Reports
- You can search for tasks 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.
- You can search for tasks 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.
- My Employee Reports ( Allows a manager to see the work completed by their employees on the dashboard)
- Process Reports
- Choose whether you want to run the report in My Report(your own work) or My Employees (your employees work):
- My Report: Shows the work you’ve completed.
- My Employees Report: Allows a manager to see the work completed by their employees.
- 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 and/ore all employees.
- 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 (only on My Reports): 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
Click a process tool title to go to the process in My Processes or My employees