PolicyTech General FAQs
On this page
- Which documents are included in PolicyTech?
- In case of discovering an error in a document in PolicyTech, what should I do?
- If I have a specific question regarding the content of a document, what should I do?
- What should I do if I am unable to locate a document within PolicyTech?
- Who has access to the documents in PolicyTech?
- Whom should I contact to provide suggestions for improving PolicyTech?
- Which documents are included in PolicyTech?
PolicyTech comprises all the specified policies, procedures, guidelines, forms and reference documents specific to Yale School of Medicine.
- In case of discovering an error in a document in PolicyTech, what should I do?
You can report the error by contacting ysm.policy@yale.edu.
- If I have a specific question regarding the content of a document, what should I do?
Please contact the policy sponsor and document administrator indicated on the document to seek clarification for any specific questions related to its content.
- What should I do if I am unable to locate a document within PolicyTech?
If you cannot find a document in PolicyTech, please contact ysm.policy@yale.edu for further assistance.
- Who has access to the documents in PolicyTech?
Access to view PolicyTech documents is limited to users who are on a Yale IP address.
- Whom should I contact to provide suggestions for improving PolicyTech?
Send your suggestions for improving PolicyTech to ysm.policy@yale.edu.
Open PolicyTech
Visit YSM PolicyTech for full documents and search and keyword functionality.
YSM and Yale Medicine policies, procedures, and guidelines live in a YSM-managed document management system, PolicyTech.
For everyone: how to log in, browse, search, and view documents; For licensed users: how to attest to published documents or complete assessments, manage tasks, and run assignee reports.
PolicyTech Help Documents
- PolicyTech General User Help PDFHow to view, search, and browse documents: for the public user, who needs to view policies, procedures, guidelines, and forms.
- PolicyTech Approver Help PDFHow to approve documents: for the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines.
- PolicyTech Reviewer Help PDFHow to edit documents: for the licensed users who are assigned as reviewers and are responsible for reviewing policies, procedures, and guidelines.
- PolicyTech Writer Help PDFHow to approve documents: for the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines.
Templates, governance, how-to, and help guides.
For Users who have been assigned the roles of a document administrator, writer, reviewer, or approver.
PolicyTech Licensed User Training
- Starting a new documentTraining for document owners/administrators and writers
- Document WorkflowTraining for writers and reviewers
- Approving contentTraining for approvers
- Writer/Approver/Reviewer Video TrainingPolicyTech video training for writers, reviewers, and approvers.
Users should continue to refer to the Yale University policy site for University wide documents.