Introduction: Learn how to work to complete process tool copies inside of Control Panel
Work Plans are completed by reviewing the process before it is started and/or following the outlined steps one at a time.
Check Lists are completed by clicking the check boxes as the steps are finished.
Scripts are completed by reviewing the script before the words are spoken, reading directly from the script and/or referencing the script when attempting to answer questions.
Uploaded Files are completed by downloading and opening the file and following the steps of the document and/or filling in the required information. Remember if an uploaded file is completed, you must save it to your computer and re-upload it to Touchstone.
Custom Forms are completed by filling out the information in the given form, by typing in the text boxes and selecting answers for multiple choice, checkbox, and dropdown questions.
Forms are completed by reviewing the information given on the form, following steps on the form and /or filling in the required information.
Policy Notes are completed by reading, understanding and taking action on required policies.
Audio files can be listened to and completed/marked as listened to.
Video Files can be watched and completed/marked as watched.
Step 1: Fill out the “Save as” Section for the Control Panel completed item. This is the title. At the top of a newly opened Process Tool Copy there is a “Save As” field. This is a free text field where a title or name can be given to the document. Use the “Save As” field to help identify what the process tool being completed for. The “Save As” field can be searchable in the completed folder. If the “Save As” field is left blank then TouchStone will save the process tool with the current date and time it was completed.
Step 2: Fill in the Notes field of the Control Panel completed item. In the middle of the newly opened Process Tool Copy there is a new box called “Notes”. This a free text field and is commonly used to make notes or to report progress on the task, exceptions given on completion and/or problems incurred.
Step 3: Save your Control Panel Completed item. Once an activity is complete and notes have been made, click the “Save” button to save your work. The completed date and time will appear.
(Note: TouchStone uses date and time stamps. The date and time generated in TouchStone is determined by the date and time on the computer you are using. The TouchStone server determines the date and time using Universal Time or Greenwich Mean Time (GMT). It then refers to the local computer being used to establish the time zone and the correct time. This ensures that if employees adjust or attempt to “fake” the time on their computer when they are completing a process, the correct and actual time of the task’s completion in Touchstone will always be shown.)
(Note: With Check Lists, Forms, Custom Forms, and Uploaded Files, the actual process tool copy that was filled out and completed will be saved in the Completed Folder and can be accessed at anytime. With Work Plans, Scripts, Policy Notes, Video, and Audio the notes field and the completed date and time will be saved in the Completed Folder. Work Plans, Scripts, Policy Notes, Video, and Audio are static documents and do not require information to be filled in or checked off therefore it is not necessary to save a copy of each of these completed copies.)
Example of saved Policy Note – Notes and Completion Date are saved and the Policy Note is also displayed.
Example of a saved Check List – Notes and Date Completed are saved and displayed as is the actual Check List completed.
(Note: The cookie crumb trail above will allow you to navigate back to the process tools page by clicking the process title or back to the Control panel itself by clicking the name of the position.)