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TouchStone Resource Center

Home
FAQ’s
Support
Drop-In Calls
Live Technical Trainings

User Guides

Home/User Guides

Getting Started

Login
Logging out
Password Recovery
Changing Username and Password
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

Four Key Functions

Four Key Functions
Edit Four Key Function Title
Sub Functions
Adding Processes
Deleting Processes
Move Processes
Move or Reorder Processes within a Key Function
Process Color Identification
Mark a Process as Complete
Adding Processes from the Process Library

Positions

Edit the Position Title and Objective
Removing Processes from Positions
Re-ordering Processes on Positions
Adding Processes to Positions
Print / Download Positions and Operating Mannuals

Documenting Processes

Documenting Work Processes
Edit Title and Objective of Process
Creating New Process Tools
Editing Existing Process Tools
Delete a Process Tool
Restore Deleted Process Tools
Archive a Process Tool
Print or Download Process Tools
Saving Process Tools
Reordering Process Tools
Inserting a Hyperlink
Building Work Plans
What is Scribe and Why use it in Touchstone?
Using AI to Build Process Tools
Deleting Tasks and Expectations
Editing Existing Tasks and Expectations
Check Lists
Scripts
Upload Files
Documents
Custom Forms
Policy Notes
Video
Audio

Control Panel

What is the Control Panel?
Accessing Your Control Panel
Organizing Processes in Control Panels
Completing Process Tools in Control Panels
Printing Saved Process Tools
Deleting Saved Process Tools
The Saved Folder
Trained

Management Review

What is Management Review?
Accessing Management Review
Training an Employee in Management Review
Marking a Process Tool Master as Trained
Organizing Processes for Control Panels Inside of Management Review

Process Assignment

Process Assignment Tutorial
What is Process Assignment
Assigning a Process through the Dashboard
Assigning a Process, Editing an Assignment & Completed Assignments
Process Assignments for Staff

Reports

Running a Report

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

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