Introduction: Learn how to create a new process tool.

To create a process tool, select a process from either a “Job Description” or from one of the Four Functions. Then click on the process tool you wish to use from the list provided at the left.

Then enter a [Title] and an [Objective] for the process tool you have selected and select [Create].

Once you have created the process tool title it will appear under the correct heading under the process tools outline. The new tool is then hyperlinked for easy accessibility.

Several process tools can be created under each type. In other words, you can have more than one work plan or script or checklist, for example, in each process.