1. From your Control Panel, select a Process.
  2. Select a Process tool.
  3. Enter a title or name for the completed item in the “Save As” field at the top of the Process Tool Copy. This helps identify the process tool and makes it searchable in the completed folder. If left blank, TouchStone will use the current date and time as the title.
  4. Enter any relevant information or report progress in the “Notes” field. This can include task progress, exceptions, or issues encountered.
  5. Save the Completed Item: Click the “Save” button to save your work. The completed date and time will be recorded.

    Note: TouchStone uses your computer’s date and time settings to generate timestamps. This ensures accurate records even if local times are adjusted.

    Note: For Check Lists, Forms, Custom Forms, and Uploaded Files, the completed tool copy will be saved in the Completed Folder. For Work Plans, Scripts, Policy Notes, Video, and Audio, only the notes and completed date/time are saved, as these are static documents (see examples of a couple below).

    Note: Use the cookie crumb trail to navigate back to the process tools page or the Control Panel

Examples

Policy Note – Notes and Completion Date are saved and the Policy Note is also displayed.

Check List – Notes and Date Completed are saved and displayed as is the actual Check List completed.

Continue below for additional resources: