Online Training Courses

Learn how to customize PolicyTech preferences as a DCA.

This course takes DCA’s through a detailed explanation of preference settings, options & setup of PolicyTech.

Learning Objectives covered:

• Personal Preferences
• Company Setup
• User Setup
• Document Setup
• System/IT Settings

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Learn how to use PolicyTech to create draft documents.

This course teaches Document Owners how to create documents.

Learning Objectives covered:

• Using track changes when revising and editing document
• Understand the roles of Document Owners, Reviewers, and Approvers
• At a glance, know what documents you have coming due in the future
• Understand options for creating a new version of an existing approved document
• Learn why and how to re-set the document review interval

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Learn how to Accept, Revise, and Decline Documents.

This course helps Reviewer’s and Approver’s understand their role in their workflow.

Learning Objectives covered:

• Document Workflow
• How to find Documents in Reviewal or Approval
• How to Accept, Decline, or Revise a Document
• How to Use Track Changes
• Checking on required tasks
• Checking on Required Tasks
• Looking up personal reports

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Policy & Procedure Manager® (PPM™) 7.0 comprises a range of new features and enhancements.

Highlights of this release include:

• Enhanced User Experience
• Configuration Flexibility
• More Robust User Management Tools
• Additional Features Enhancements

This is a recorded webinar presentation with PolicyTech.

This event is free to existing clients with a valid support package.To request a copy of the recording please email PolicyTech Training

Duration: Up to 60 minutes

Click here to learn more about 7.0

Learn how to create Categories initially and manage them over time in PolicyTech.

This course teaches Document Control Administrators (DCA) how to manage Categories.

Learning Objectives covered:

• Understanding the Purpose and Value of Categories
• How to Add New Categories
• How to Add Sub Categories
• Move, Merge, and Delete your Categories or Sub-Categories

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Preview PolicyTech in this Live Overview

This course is an introduction to the basic functions of PolicyTech for Document Control Administrators (DCA).

Learning Objectives covered:

• How to Navigate in PolicyTech
• Search and View Documents
• Locate and complete tasks
• Run reports
• How to Manage DCA Preferences
• Document Creation

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Learn how to perform the Initial User Sync and Subsequent User Maintenance in PolicyTech.

This course will train Document Control Administrators (DCA) to import and maintain users.

Learning Objectives covered:

• Different Options available for importing users
• How to manually import Users
• How to import and maintain a flat file sync
• Basic Active Directory settings
• Learn How to assign users different roles and permissions within the software
• Learn How to assign users to multiple job titles and departments
• Learn How to run a report to view all users, and their assigned roles and permissions

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Learn how to Find and Read Documents.

This course helps Readers find documents and complete tasks.

Learning Objectives covered:

• Ways to search for documents
• How to mark a document as read
• How to make comments about documents
• Complete Required Tasks
• Run Personal reports

Duration: 30 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Learn how to run management and administrative reports.

This course teaches Document Control Administrators (DCA) and Report Managers how to run reports.

Learning Objectives covered:

• What is available in the Reports Tab
• The purpose of each report
• How to run a report
• Comparing Standard View to exporting the report into Microsoft Excel Raw
• Learn How to assign users the permission to view reports

Duration: 60 minutes
This course is free to existing clients with a valid support package.

You may also want to see our video tutorials:
Online Video Tutorials

Learn how to create templates and utilize a custom workflow and field inserts within documents.

This course teaches Document Control Administrators (DCA) how to create and manage templates.

Learning Objectives covered:

• Document Workflow
• How to Utilize the Properties Wizard
• How to Create a Table
• How to Insert Properties into the Template
• How to Create a Document with a Template

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

View a recorded webinar about PolicyShare™, a free online service that allows users to search for and share policies, procedures, forms, job descriptions and many other types of documents. The library of documents can be searched by industry, document category, title, keyword, full text, and author. These robust search functions allow users to quickly find documents specific to their organization’s needs - and users are able to rate each document to assure quality and useful content. PolicyShare™ also provides online forums where professionals may discuss their documentation and compliance questions with those facing similar situations and issues. One of the forums provides a platform where PPM™ customers can discuss best practices and other relevant topics®. Users can also subscribe to their favorite topics to stay current on the issues that are most important to them.

We encourage you to go to PolicyShare™ and register (Click HERE to Register) for a free account to start taking advantage of this tremendous benefit.

http://www.policyshare.com/

Learn how to prepare documents for importing and how to assign properties to documents using the bulk edit tool.

This course teaches Document Control Administrators (DCA) how to bulk import and assign properties.

Learning Objectives covered:

• How to Prepare Documents Prior to Bulk Import
• How to Use the Bulk Import
• How to use the Bulk Edit

Duration: 60 minutes
This course is free to existing clients with a valid support package.

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Online Video Tutorials

Mary MacGran, Corporate Compliance Manager of Cedars-Sinai Medical Center, reveals how their medical center tackled policy and procedure management control to enhance the delivery of health care services and improve employee satisfaction. Mary MacGran, Corporate Compliance Manager, will share the journey of Cedars-Sinai from a somewhat cumbersome, decentralized system to a centrally controlled electronic system within the Department of Corporate Compliance.

The typical organization faces a variety of problems when it comes to managing policies and procedures, including documents that are out of date, ineffective or not aligned to business needs. The doors of liability are open when organizations have policies in place that are inappropriate or out of compliance.
A recent CISCO study found that 25% of employees are unaware of policies and 23% more thought they were not accessible.

What You Will Learn:

• Why policy management is a foundation piece not a frill
• Key considerations for putting a policy management system in place
• How to get buy in within the organization
• Tips on designating the right team
• How to get a system up and running through communicating, delegating, monitoring and congratulating

Duration: 1 hour
This course is free to existing clients with a valid support package.

This video is available any time and is FREE for clients with valid support. During this video overview you will view an online overview of the features of Policy & Procedure Manager®.
There is no charge to view.
(Duration: 8 min. 45 sec. Approx.)

Click Here to download the Video Overview PDF file