Online Training Services

Policy & Procedure Manager® (PPM™) 6.7 comprises a range of new features and enhancements.

Highlights of this release include:

• Comparison of two versions of the same document
• Increased control over the amount of emails Document Owners receive
• Allow authors to protect sections of their documents
• Streamlined process to update the Word Moduleplus™
• New area to research/find public policies and procedures
• Excel® report to view all users and reports available for deleted users
• Site and department specific job titles
• Ability to assign multiple job titles to a single employee

This is a recorded webinar presentation with PolicyTech. If you wish to ask a verbal question be sure you are either on the telephone or have a microphone for your computer.

This event is free to existing clients with a valid support package.

Duration: Up to 60 minutes

Policy & Procedure Manager® (PPM™) 6.5 comprises a range of new features and enhancements.

Highlights of this release include:

• More flexibility in the types of document files the system can edit
• Firefox browser support for document editing
• Enhanced quiz tool
• “Favorites” section for documents
• Drag & Drop functionality
• Discussion board capability per document

This is a recorded webinar presentation with PolicyTech.

This event is free to existing clients with a valid support package.

Duration: Up to 60 minutes

Policy & Procedure Manager® (PPM™) 6.0 comprises over 100 exciting new features and enhancements.

Highlights of this release include:

• Added enhancements to the properties wizard
• Advanced reporting features
• Microsoft Excel® integration
• Enhanced printing features
• Escalation emails

This is a recorded webinar presentation with PolicyTech.

This event is free to existing clients with a valid support package.

Duration: Up to 60 minutes

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

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 use Policy & Procedure Manager® to set preferences as a DCA (Document Control Administrator).

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

Learning Objectives covered:

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

Duration: 2 hours
This course is free to existing clients with a valid support package.

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

Learn how to effectively create templates and incorporate them into the PPM utilizing a custom workflow and field inserts within documents.

Designed for document owners and those administering and creating 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: 30 minutes
This course is free to existing clients with a valid support package.

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

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.

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

Learning Objectives covered:

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

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

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

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:

• 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.

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

Learn how to Accept, Revise, and Decline Documents.

Designed for those that are assigned to review and/or approve documents.

Learning Objectives covered:

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

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

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

Learn how to Find and Read Documents.

Designed for those that are only assigned to read documents.

Learning Objectives covered:

• 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

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

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

Learn how to use Policy & Procedure Manager to run management and administrative reports

During this training for Department and Report Managers, you'll learn how to effectively use the reports tab and to run reports most applicable to your organizations needs.

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.

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

Learn how to use import and manage users in Policy & Procedure Manager

During this training for Global and Sub-DCA's, you'll learn how to effectively use the import users and maintain your organizations 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.

If your desired class time is unavailable or if you would like to schedule a time please send an email to PPM Training or contact us at 208-359-8123, ext. 599 to speak with our training department. We are happy to make every effort to accomodate your scheduling needs. For custom scheduled events, time used will be deducted from actual purchased time.

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

In this Four Part Series you will learn Best Practices of Policy and Procedure Management from a Governance, Risk, and Compliance (GRC) Authority.

Part 1: Creating Order out of Chaos - Defining a Process Lifecycle for Managing Policies

Attendees of this presentation will learn a lifecycle approach to managing policies across the states of creation, communication, management, and maintenance.

Original Air Date: Wednesday, March 16, 2011 Register and view the recording by clicking here.

Part 2: Keeping the Look: Standardizing Policies through Templates, Style, & Language

Attendees of this presentation will learn to increase policy effectiveness through templates and style guides that achieve a consistent taxonomy, format, structure, language use, and definitions across policies.

Original Air Date: Wednesday, April 6, 2011 Register and view the recording by clicking here.

Part 3: Getting the Word Out - Communicating Policies to Employees and Partners

Attendees of this presentation will learn how employees (across geographies, educational levels, and disabilities) can find policies and procedures that relate to their role in the organization.

Orginally aired: Wednesday, June 8, 2011 Register and view the recording by clicking here.

Part 4: Improving Effectiveness of Policies through Metrics & Reporting

Attendees of this presentation will take a penetrating look into managing metrics and reporting of the policy management and communication process. Learn best practices and understand metrics that will have a positive impact on how policies are read, understood, and kept current.

Originally presented on: September 7, 2011 Register and view the recording by clicking here.

For a PDF copy of the slides of any of these webinars, email PolicyTech Marketing

About the Presenter

Michael Rasmussen, J.D. is the authority in Governance, Risk, and Compliance (GRC). He is a sought-after keynote speaker, author, and collaborator on GRC issues around the world. With more than 17 years of experience, Michael's objective is to assist organizations in defining GRC processes that are sustainable, consistent, efficient, and transparent. He has contributed to US Congressional reports and committees, and has served on the Red Book Steering Committee and currently serves on the OCEG Leadership Council. Michael has been quoted extensively in the press. In June 2007, Treasury & Risk recognized Michael as one of the 100 most influential people in finance with specific accolades noting his work in "Governance and Compliance: Saving the Planet and the Corporation." Most recently, in October 2008, he was recognized as a "Rising Star in Rocky Times: Corporate America's Outstanding Executives Under the Age of 40."