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"...I have determined that PolicyTech seems to be the only one who 'gets it' when it comes to policy management and control."
Dorian Cougias
Industry Analyst
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Click a Software Feature Below:
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| Feature |
Benefit |
Standardized Authoring
Simple document setup steps and standardized, customer designed templates. |
Produces Consistent, Reliable Documents
Now you don't have to excessively train or babysit authors to ensure consistent, clear, and complete documents. |
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Review and Approval Workflow
Custom workflows to route documents in a timely manner. |
Expedites Review and Approval Cycles
It used to take months to get documents reviewed and approved. Now it only takes days. This also ensures the right people review the document at the right time. |
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Reminders
Employees receive helpful reminder emails for tasks such as review and approval, requirements to read, and periodic updating. |
No More Outdated and Forgotten Documents
You no longer have to spend your precious time tracking and reminding relevant parties about documents they need to review, read, or update. |
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Required Readers
Require any user to read any document. If you are required to read a document you will get email reminders until you have marked it as read. |
Improves Document Readership
After employees have attested that they have read required documents, you have peace of mind knowing you have verification to help legally protect both your organization and its employees. |
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Archiving
When a new version of a document is approved, the previous version will be archived automatically. |
No More Outdated Duplicates
Employees will only see the current, approved documents - thus avoiding the negative outcomes of following outdated processes. |
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| Feature |
Benefit |
Search and Filter
Robust, simple and advanced Boolean, full-text, and key word search tools. |
Locate the Documents You Need Instantly
No more lost documents. How much time annually do you lose because you can't quickly find what you need? |
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Web Based
PPM is primarily hosted online (although other options are available). |
Easy Access for Everyone
No more chasing binders that you "hope" you can find and you "hope" are updated. Just log in or authenticate! |
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Hyperlinks
You can link to forms, other policies and procedures, training materials, web courses or other web-based software pages or programs. |
Find Related Documents Easily
Speeds up daily work and eliminates time spent looking for related documents and forms. |
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| Feature |
Benefit |
Categorization
Categorize documents by departments, regulatory guidelines, or any other category format you use to access your documents. |
Displays Documents in a Familiar Structure
Employees can also find documents by categories they are accustomed to viewing (and not be confused with documents that they don't need to see). |
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Versioning
When creating a new version of a document, the new document will automatically be given the subsequent version number. |
Reduces Error
Automatic versioning means less chance for confusion and error. |
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Standardization
MS Word templates easily designed by you, the consumer.
Customizable fields, categories, and workflows easily designed to meet your needs.
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Minimizes Confusion
Hours of monitoring and training on document creation is eliminated. Predesigned templates and workflows help keep even the most un-trainable employee inline, and leaves you with a consistent look on all of your documents. |
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Scalability
Whether you have 2 employees or 2 million, our software will easily scale to meet your needs.
You can set the system up to cover multiple campuses, locations, or sites and have different language options for each one. |
Software Scales to Meet Your Needs
Enjoy consistent and consolidated documents across an entire organization.
No more re-writing documents that already exist in other departments or offices. Create one and apply it to them all instantly - and maintain only one copy. |
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| Feature |
Benefit |
Feedback
Anyone can comment on a policy to assist in future policy revisions (if desired). |
Creates Better Policies and Procedures
Employee feedback increases your chance of creating correct and effective processes. Now you have less chance of having documents approved that do not accurately reflect what is really happening in the organization. |
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Training
Create quizzes for important procedures and require employees to pass them at acceptable levels. |
Improves Performance
Employees will better understand their processes and responsibilities, resulting in both time and cost savings. |
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Collaboration
Powerful workflows, feedback and messaging tools. |
Thorough Documentation
Authors can request feedback from relevant reviewers. Performance is improved since procedures are more thorough and have more buy-in. |
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| Feature |
Benefit |
Track Comprehension
Create comprehension quizzes and require reader sign-off/agreements. |
Reduces Managerial Headache, Protects You Legally
No more hunting down signatures each time a new procedure is released.
And employees can no longer accuse the organization of not communicating pertinent policies, thus saving companies the tremendous headache and costs of unnecessary lawsuits.
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Change History /Archive Retrieval
Automates tracking of all document changes and quickly retrieves archived documents. |
Immediate Access to Document Histories
If you have ever had an auditor ask for a previous version of a document, needed to retrieve a past document yourself, or have tried to accurately manage a "manual archiving system," then you understand the value of this priceless feature. |
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Reports/Auditing
Our reports show who has/hasn't read required procedures, who is reviewing or approving what, which documents will soon be outdated, quiz scores, and much, much more. |
Prove It
Having the right reports quickly accessible means:
- Legal protection
- Auditor appeasement
- Performance improvement
- On-demand dashboard information
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Link Regulatory Standards
Allows authors to tie documents to relevant regulatory standards. |
Maps Regulatory Compliance
Auditors can find documents by the relevant regulatory guidelines in seconds. Plus, you can quickly see what standards you don't have policies to address. |
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| Feature |
Benefit |
Import
- Users and Departments - Sync, LDAP, or Active Directory
- Documents: Individual & Bulk
- Regulatory Guidelines
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Implements Quickly
We can get you up and going within a day. Adding or updating your system can be done quickly and hassle free. |
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Bulk Edit
Make property changes to multiple or all documents at once. |
Avoid Extensive Rework
If a department, category or employee experiences a name change, you'll only have to update the change in one location and it will be updated in all relevant documents. This means you won't have to open each document and manually make those tedious changes. |
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| Feature |
Benefit |
User Account
Easily manage user logins within PPM, single sign-on, or through Active Directory. |
Streamlines and Secures User Accounts
Our software has a highly intuitive user management portal that enables policy management administrators, with even amateur software skills, to easily assign permissions and roles without the need of IT assistance. Since you can sync with outside databases, user information will stay up-to-date real time. |
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Permissions Levels (Restrictions)
Assign specific permissions and roles (such as reader, author, reviewer, and approver) based on security rights and needs of employees. |
Protect Sensitive Information
By having various permission levels, you reduce risk by only allowing employees and manager's admission to areas of the software that they need to access.
You may also restrict sensitive documents (such as trade secrets, benefit descriptions, or strategic plans) to those who have 'a need to know.' |
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Encryption
We support HTTPS strong encryption and encrypt username and password for database storage. |
Keeps Data Secure
User account information is secure during data transfers and within the database. |
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Electronic Signatures / Validation
An optional setting that allows enhanced validation if needed. |
Compliance and Kiosk Security
Perfect for companies that have to comply with stringent regulations such as the FDA, as well as for those who use kiosks (computers with multiple users such as shift workers). |
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