Policy Manager Manual
4.8.03
4.8.03
4.8.02
4.8.01
4.5.20
4.5.19
4.5.17
4.5.16
4.5.15
4.5.14
4.5.13
4.5.12
4.5.11
4.5.10
4.5.9
4.5.8
4.5.7
4.5.6
4.5.5
4.5.3
Table of Contents
Policy Manager Manual
4.8.03
Policy Manager Manual — 4.8.03
Policy Manager Manual — 4.8.02
Policy Manager Manual — 4.8.01
Policy Manager Manual — 4.5.20
Policy Manager Manual — 4.5.19
Policy Manager Manual — 4.5.17
Policy Manager Manual — 4.5.16
Policy Manager Manual — 4.5.15
Policy Manager Manual — 4.5.14
Policy Manager Manual — 4.5.13
Policy Manager Manual — 4.5.12
Policy Manager Manual — 4.5.11
Policy Manager Manual — 4.5.10
Policy Manager Manual — 4.5.9
Policy Manager Manual — 4.5.8
Policy Manager Manual — 4.5.7
Policy Manager Manual — 4.5.6
Policy Manager Manual — 4.5.5
Policy Manager Manual — 4.5.3
Administration
Security – Users
User Management Access
Adding a New User
Changing a User Account
Deleting a User Profile
Editing Users Profile
Security – User Defaults
Security – Roles
User Security Role Configuration Steps
Deleting a Role
Security – Component
Security – Social Administrators
P&P Management
P&P Management – P&P Committees
P&P Management – Document Sets
P&P Management – Reassign Responsibilities
P&P Management – Document Index
P&P Management – Templates
P&P Management – General Configuration
P&P Management – Copy P&P Setup
System Tools – Downloads
System Tools – Inline Editing
System Reports
Getting Around the Policy Manager
Banner
Homepage
Search
Document Tasks
Browse Policies
Browse Forms
Popular
Recent
Resources
Request New Policy or Form
Reports
Admin
Connect
Blog
Granting Blog Writing Rights
Writing Blogs
FAQ
Editing FAQ
Forum
Adding a New Forum
Posting to Forum
Form Builder
Workflow Wizard
Updates
Event Setup
Creating Events
RSS Reader
Links Setup
Link Content Editing
User Info Dropdown
User Profile
Enabling User Profiles
Viewing/Editing
File
Connections
Followers
User Profile Preferences
My Reminders
My Bookmarks
Adding Bookmarks
Dashboards
Adding Charts to Dashboard
Notice Acceptance
Notice Acceptance Setup
Notice Acceptance Category Setup
Create and Accepting Notices
Managing Notices
Ticket Tracking
Ticket Tracking Setup
Submitting Tickets
Searching and Viewing Tickets
Working with Policies & Procedures
Policies & Procedures Setup
Adding a New Folder/Document
Adding Electronic Forms to Policies
Specifying Settings on Folder/Document Level
Folder Settings
Document Keywords
Document Settings & Related Documents
Policy and Procedure Roles and Approval Workflow.
Draft Screen
Document Authoring & Collaboration Process.
Sequential Approval
Committee Approval
Publishing a P&P Document
Document Revisions
Inline Editing of Policies and Procedures
Dynamic Fields
Read Acknowledgement
Read Acknowledgement Setup
Acknowledging a Document.
Sending Read Acknowledgement Emails
Read Acknowledgement Reports
Creating a Document Shortcut
Multiple File Uploads
Batch Downloads
Revision History
Redline Feature
Policies & Procedures Notifications
Document View Log
Quizzing
Quiz Categories.
Quiz Design
Quiz Publishing
Taking a Quiz.
Viewing Quiz Scores and Managing Published Quizzes
PDF Watermark
Templates
P&P Management
Last modified:
Jul 10, 2023
Security – Social Administrators
P&P Management – P&P Committees
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