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
POLICY & PROCEDURE BASICS
When to Use | Entering Info Logs | Data Fields | Using
WORKING WITH POLICY & PROCEDURE RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
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:
- Choose Policies & Procedures from the Bank menu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the record.
SETUP HINT-- There are no required fields. You can enter whatever
you need to describe each item.
Enter the following information for each Policy & Procedure
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.
Main Page | Accounts |
Lists | Transactions | Menus |
Index | Website | User Page