Templates
Examples of process management.
The Employee shout out is a process for when you want to recognize the contribution of an employee. When a shout out is created a notification can be ...
Mon, 1 Aug, 2022 at 9:27 AM
Add folders to a process to keep you files organized. For example, if you are tracking contracts or supplier files, you may want to setup folders to keep co...
Mon, 4 Apr, 2016 at 11:17 AM
Track how long it takes from when an opportunity is started by your sales staff until the contract is signed. You can report on how your opportunities were ...
Wed, 15 Mar, 2017 at 10:11 AM
This is a guide on Dynamic Orders, RPM's solution to tracking the multitude of complicated Orders that the telecommunications industry can make. If you ...
Tue, 27 Oct, 2020 at 10:38 AM
The Internal Task Board is a process that allows for enabled RPM users to setup a task for themselves or others that need to be completed. This is good for ...
Tue, 31 Jan, 2023 at 9:24 AM
Introduction This document provides a description of what the Communication Touch process is and examples of where RPM has seen it used as a best practice ...
Wed, 26 Jan, 2022 at 3:31 PM
The agencies process is used to track current and historic agencies you have worked with. This also allows you to track contacts within the agency and your ...
Mon, 28 Mar, 2022 at 10:26 AM