Operational Excellence through Compliance

Template = Business Critical Requirement! Template is the most powerful tool that a company admin can use to ensure uniform company-wide and network-wide...

The Company Admin can bring up the "Templates" by clicking on the "My Templates" located on the left hand side Admin Panel.  Templat...

FOCUS451 has created a simple and quick template creation wizard.  To begin, Click on the "+" button located on the "Admin Panel" (l...

Template = Business Critical Requirement! Template is the most powerful tool that a company admin can use to ensure uniform company-wide and network-wid...

To create a template that requires any type of action on an actual document (sign, initial, fill fields or read & acknowledge), FOCUS451 provides an eas...

In order to make a requirement not applicable to anyone, the template needs to be made "Inactive".  Click on "My Templates" on the A...

To permanently remove a requirement, the particular template must be made "Obsolete".  Click on "My Templates" on the Admin panel  o...

To change the content (i.e. document to be read, signed etc.) of an existing template or the flow of the template, requires creating a "New Version&quo...

To change the only the assignability parameters for a template (i.e. stage, department assignment etc.) of an existing template, the admin can simply "...

This applies to templates that requires an individual to take action and then the manager needs to take action.  There are occasions when such a templat...