Policies & Procedures

Use Policies & Procedures to store company policies and "how to" instructions for common tasks.

HINT-- Policies & Procedures are a good place to store general info in the Goldenseal business management software.

       When to Use | Entering Info Logs | Data Fields | Using Info Logs

       Entering Records | Changing Records | Deleting Records | Voiding Records
       Finding Records | Sorting Records | Fixing Mistakes

Website Links
       Business Management Software | Document Tracking Software

       Address Book | Contact Log | Document Log | Info Log | To Do List

When to Use Policies & Procedures

Use Policies & Procedures store useful information of any kind. You may find it helpful to include any of the following:

  • Company policies
  • "How to" instructions
  • Employee job descriptions

Entering Policies & Procedures

To enter a Policies & Procedures record, follow these steps:

  1. Choose Policies & Procedures from the Bank menu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. Enter details for the record.

QUICK SETUP HINT-- There are no required fields.  You can enter whatever you need to describe each item.

Data Fields

Enter the following information for each Policy & Procedure record:

Subject-- Enter a brief name for the information.
Description-- Enter a more complete description for the information.
HINT-- It's a good idea to include any "key words" that you may try to use later to find this information.
Full Details-- Enter the complete text of the policy or procedure you're including.

Entered-- Goldenseal automatically enters the date this item was created.
Record Number-- Goldenseal automatically enters a record number.
Last Revised-- Goldenseal automatically enters the date this item was last changed.
Info Type-- Enter the Info Type under which you'd like to include this item.
Entered By-- Enter the employee who entered this information.

Using Policy & Procedure Records

Use Policy & Procedure records as a reference.

Use the Find command to search for key words or for a particular Info Type, so you can locate the specific information you need.