Manage Guidelines in Shape Software

Shape Software User Guidelines

Manage guidelines helps counsel users through their processes to ensure that they are following proper procedures and protocol. Write out guidelines to help with user training and compliance. Don't see this in your workflow? Go to the "Manage Departments" settings page and enable it into the workflows of the departments you want.


Managing Guideline Templates

Managing Guidelines:  To manage your user guidelines, click on the “Settings” option in the gradient navigation bar and find “Manage Guidelines” on the left hand sidebar.

Managing Guidelines: To manage your user guidelines, click on the “Settings” option in the gradient navigation bar and find “Manage Guidelines” on the left hand sidebar.

Managing Guidelines:  To edit and delete pre-existing guidelines, use the “Action” dropdown in the table to.

Managing Guidelines: To edit and delete pre-existing guidelines, use the “Action” dropdown in the table to.

Managing Guidelines:  To create new guidelines, click on the “Add Template” button in the upper right hand corner.

Managing Guidelines: To create new guidelines, click on the “Add Template” button in the upper right hand corner.

Managing Guidelines:  Title the outcome something that your users will understand. In the “Guidelines” tab within their record details view, they will be able to choose from guidelines based on this title.

Managing Guidelines: Title the outcome something that your users will understand. In the “Guidelines” tab within their record details view, they will be able to choose from guidelines based on this title.

Managing Guidelines:  Create your guidelines for your users to follow.  Use our WYSIWYG HTML editor  to change fonts, insert images, etc.

Managing Guidelines: Create your guidelines for your users to follow. Use our WYSIWYG HTML editor to change fonts, insert images, etc.

Managing Guidelines:  If you need to pull variable data into your guidelines from the record’s information, use the “See Tags” button on the page and copy/paste these into your guidelines.

Managing Guidelines: If you need to pull variable data into your guidelines from the record’s information, use the “See Tags” button on the page and copy/paste these into your guidelines.


Using Guidelines

If you do not see “Guidelines” in your record tabs, you can enable this via the “Manage Departments” settings page. The Guidelines tab is for assisting your users in how to do something that might not be common for them.

Users will be able to find guidelines via the “Guidelines tab.

Users will be able to find guidelines via the “Guidelines tab.

Here, they will be able to select from the Guideline titles to select what they want to review.

Here, they will be able to select from the Guideline titles to select what they want to review.


Need More Help? Contact us at support@setshape.com