Introduction: Learn what all of the process tools are and how to use them.

Work processes are documented using the six process tools.

Work Plans: A step-by-step task listing to fully document how a process is accomplished. Every process usually needs a Work Plan. Work Plans are used for training and the more detailed your Work Plan is the easier it will be to train employees using it.

Check Lists: A list of action steps that need to be taken with check boxes to monitor the process. Check Lists should be used when you want to monitor the process and be assured that each step is being accomplished.

Scripts: A written narrative with prompts to guide the result of the process. A script can be spoken word for word. Scripts almost always need a corresponding Work Plan in which there use is explained. Certain steps of a Work Plan may be scripted.

Uploaded Files: Allows the user to upload Excel spreadsheets, Word documents and Powerpoint files to be used in the process. All uploaded files are held on the TouchStone server and are accessible from wherever the user logs in. (Note: Only .xls, .doc and .ppt file formats are able to be uploaded) Uploaded files can be used for quantification of the process, measuring its effectiveness. Or they may be supplemental documents to the process that will not fit into any of the other process tools.

Documents: Used to create text or form documents that are needed in the process.  Use like you would a blank Word document. When there is information needed in the process and it doesn’t fit into the format of the other processes tools use he document tool. Existing text or forms can also be cut and pasted into the document tool. 

Policy Notes: To document important policies for the process and the company overall. Policies give a clear statement of the rules in your company. When you clearly document and published rules and standards you have something to point to when there are infractions.

Custom Form: Use Custom Forms to create fillable forms that can capture information on what happened while an employee is doing the work of the process. Can also be used to create Employee Tests. Custom Forms are used on the Dashboard.

Video: Allows user to upload video files. All uploaded files are held on the TouchStone server and are accessible from wherever the user logs in. (Note: Only Mpg4 and flv formats are able to be uploaded). Video files may be used as supplements to process tools.

Audio: Allows user to upload audio files. All uploaded files are held on the TouchStone server and are accessible from wherever the user logs in. (Note: Only mp3 file format is able to be uploaded). Audio files may be used as supplements to process tools.