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
  • My Processes
    • What is the Control Panel?
    • Accessing My Processes
    • Organizing Processes in My Processes
    • Completing Process Tools in My Processes
    • Printing Saved Process Tools
    • The Completed Folder
    • Trained Check Mark
  • My Employees
    • What is My Employees?
    • Accessing My Employees
    • Training an Employee using My Employees
    • Marking a Process Tool Master as Trained
    • Organizing an Your Employees Processes In My Employees
  • 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
    • Process Report
    • My Processes Reports
    • My Employee Reports
  • 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
    • Changing Header Color and Text Color
    • Uploading Your Logo
    • Header Display
    • Upgrade Account
  • User Settings
    • User Settings
    • Changing Username and Password
• Training Webinars
  • Touchstone Technical Training
  • Strategy Webinars
• How to Videos
  • Getting Started
  • Process of the Week
  • How-to Videos
  • Nexstar Videos
• Contact Support
  • Support

Work Plans, Check Lists, Scripts, and Documents:

1. Click the “Save” button under the edit toolbox for each item.

   Note: If you attempt to navigate away without saving, a warning will appear, prompting you to save, cancel, or delete your changes.

Uploaded Files, Custom Forms, Policy Notes, Video, and Audio:

1. 1. Uploaded Files: Files will automatically save when uploaded or dragged into the upload field.
      
   2. Custom Forms: After selecting a field, you will see options to Save, Edit, or Delete. You must save changes before navigating away.
      
   3. Policy Notes: Click the “Save” button at the bottom of the policy note after creating or editing.
      
   4. Video and Audio: Files will automatically save when uploaded or dragged into the upload field
      

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Continue below for additional resources:

• 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 and Downloading Process Tools
• Reordering Process Tools and Process Tool Items
• 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