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
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.