Policy & Procedure Manager®

Born from Experience. Built for Compliance.

Key Benefits of Policy & Procedure Manager:

• Access Policies & Procedures Anytime, Anywhere, in Less Time
• Easily Review, Approve, and Publish Documents
• Hold Employees Accountable for Comprehension of Policies and Procedures
• Automate Versioning, Archiving, and Change History
• Quickly Access, Print, or Export Reports
• Categorize Documents Conveniently and Map them to Authoritative Sources
• Reduce the Time and Effort it Takes to Distribute Materials and Collect Attestations
• Improve the Quality of Your Policies and Procedures
• Import Existing Information

Software Overview

Document Creation Wizard for Standardization

Use the step-by-step wizard to setup the document title, version number, review interval, reviewers, approvers and more.

Monitors Documents That are in the Review and Approval Stages

Don't let documents get lost in the shuffle. The software keeps track of documents in the different stages -- all the way from creating the first draft, through review, until it is finally approved.

Screenshot

Automatic Email Reminders for Notifying Employees of Policy Changes

Now you don’t need to peruse through binders full of documents trying to find out who has updated, reviewed, approved, or read what they are supposed to. Our system tends documents for you with automatic email reminders, reports, and a myriad of other tracking features.

Reports for Managers to Ensure That Employees Have Read Policies

Access reports containing information such as: documents that have been read, documents that still need to be read, documents in review, and more. Filter certain reports by date, site and department.

Screenshot

Organizes Documents Electronically for Quick Access

Customize the software to fit your needs. Set up your sites, departments, categories, and any regulatory standards you need show compliance with. You can then sort your documents by any of the categories you have created.

Screenshot

Tracks Document Changes and Automatically Archives Old Documents

Versioning, Archiving & Change History Don’t worry about replacing documents. The software will automatically archive your old documents when your new ones are approved. It will also update the version number as well as log the changes -- saving you time.

Browser-Based Interface for Access From any Internet Connection

The software is available through the web so that everyone has access. (You can even make policies visible to the public.) Either install the software on your own web server or take advantage of our hosting solution if needed.

Screenshot

Automate the Review, Approval, & Publication of Policies and Procedures

Never forget to review or update a document again! If policies require continuous review & renewal, authors can be notified through automatic email reminders. The frequency & timing of reminders may also be controlled.

Screenshot

Microsoft® Word as the Word Processor

The software uses Microsoft Word as its native word processor. The menu bar and other available features in the software's Word module are essentially the same as in the stand-alone Word program. When the Word module is in use on a specific computer, it will look like the copy of Word that is installed on that computer. Microsoft product screenshot(s) reprinted with permission from Microsoft Corporation.

Screenshot

Simplifies Compliance with ISO 9000, OSHA, Joint Commission, HIPAA, and More