Operations Template Types

Project planning is a process that describes how the project will be executed, monitored, and controlled, and closed. This outlines the objectives and scope of the project and serves as an official point of reference for the project team and stakeholders. With project planning templates, you can simplify your project planning process from start to finish. You can use these templates to make project proposals, agenda planning, and so on. The available templates in this type are:

• Project Planning

Project status updates are necessary to manage and keep track of any project. It can provide a documented project history, which consequently simplifies the planning of future work. You can use these process templates to get the progress from the assignee, keep track of their status, and ensure all the tasks are completed on time. These templates help you to simplify the communication process and keeping stakeholders informed about the progress. The available templates in this type are:

• Daily Status

Purchase Indent is an internal document used by companies to authorize the requisition of purchase of raw materials, consumables, capital items, etc., needed by the company. These Indenting process templates allow you to manage workflows that capture all details about the items required, make, specifications, units, expected date, estimated prices, signatures, etc. You can use these templates to simplify the procurement process and keep track of every procurement made by the indenter. The available templates in this type are:

• Dealer Update

The KYC process is used by banks and other financial businesses to collect information about the identities and addresses of their clients. With the eKYC process templates, you can simplify the verification process, seamlessly collect any information, and signed declarations online. You can capture any details like personal information, contact information, signatures, supporting documents, photos, etc. This type is pre-equipped with some templates which can manage activities like KYC, address verification, etc. The available templates in this type are:

• Bank Account Verification

Make any kind of registration process easier with these process templates. Using these templates, you can capture any kind of information like photos, signatures, supporting documents, and other personal details. You can also share a registration link for conducting the online registration. These are very convenient to use and provides easy access to the data when required. This type is pre-equipped with some templates which can manage the activities like school registrations, dealer registrations, any other event registrations, etc. The available templates in this type are:

• Music school registration
• Dealer Sign In

An equipment maintenance log process is a workflow that organizations use to record all the asset maintenance activities. It enables them to monitor their system checkup processes and track maintenance tasks performed by technicians, the exact time the tasks were performed, and each specific task's purpose. Maintenance logs help monitor the condition of assets and ensure they’re in good working order. A maintenance log template would be a great way of keeping a track of all tasks that have to be completed and the people who are in charge of it. Here are some sample templates you can use as equipment maintenance logs.

• Maintenance Work