Online Training Services

During this on demand video overview you will view an online overview of the features of Policy & Procedure Manager.
There is no charge. Duration: 9 minutes (Approx.)

Click Here to Access the Video Overview

Policy & Procedure Manager(PPM) version 5.5 contains several improvements to this software. The "My Documents" feature is a great new feature in PPM 5.5.
This is a non-interactive webinar presentation with PolicyTech.
There is no charge or unit cost for current clients. Duration: Up to 45 minutes (Approx.) depending on the number of followup questions that are asked.

If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

If you want a quicker training solution you can watch our video tutorials. Go to the link below to see Document Creation and other online video tutorials.

http://www.policytech.com/support/videos

Learn how to use Policy & Procedure Manager to create draft documents.

During this training for document owners you'll learn how to effectively use the document creation wizard and to create documents with an associated template or from a blank document. Learning Objectives covered: -- Usingtrack 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: 90 minutes

If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

Your organization may have already purchased online training hours and they can be used toward this training.

Pre-purchase cost = 1 hr.

If you want a quicker training solution, you can watch our video tutorials. Go to the link below to see Document Creation and other online video tutorials.

http://www.policytech.com/support/videos

During this training readers will be shown:
*Ways to search for documents
*How to mark a document as read
*How to make comments about documents
*Checking on required tasks
*Looking up personal reports

If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

Your organization may have already purchased online training hours and they can be used toward this training.

If you want a quicker training solution, you can watch our video tutorials. Go to the link below to see Document Creation and other online video tutorials.

http://www.policytech.com/support/videos

This course takes takes Document Control Administrators through a detailed explanation of preference settings, options & setup of Policy & Procedure Manager.

*Participant must be an authorized Document Control Administrator (DCA); subject to verification. Duration: 2 hours

To download an agenda click here: Download Agenda

If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

During this training reviewers and approvers will be shown how to accept, revise, and decline documents they're required to review or approve. This will include the use of Microsoft Track Changes (review mode) feature in MS Word. Duration: 30 minutes
If the desired course date/time is not available please contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

For document owners and those administering and creating templates. Learn how to effectively create templates and incorporate them into the PPM utilizing a custom workflow and field inserts within documents. Duration: 30 minutes
If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.

Designed for those with permissions to use the import documents and bulk edit functions.

Learn how to prepare documents for importing using the appropriate folder path and how to assign properties to the imported documents using the bulk edit tool. Duration: 30 minutes
If your desired class time is unavailable or if you would like to schedule a time please send an email to training@policytech.com or contact us at 208-359-8123, ext. 560. We are happy to make every effort to accomodate your scheduling needs.