Recording of the general user training and PowerPoint slides.
PolicyTech Help
YSM's Document Management System
Housing school-wide policies. procedures and guidelines in a system that has regular review, oversight and data backup is an important step towards meeting our regulatory obligations as well as our goal to continually improve our systems and processes. The system provides you the best access to the most up-to-date version of our regulations and guidelines. You can easily sort documents by categories or search available documents by utilizing keywords or document text.
What Does PolicyTech Do?
PolicyTech, a tool owned by Navex, automates reviewing, authoring, and approving documents, such as policies, procedures, guidelines, forms and other reference materials.
Open PolicyTech
Note that only users on a Yale IP address are able to view PolicyTech documents. To view, open the public view of Yale’s PolicyTech application.
Upon initially launching PolicyTech, you will be directed to the “Browse” page.
How to Browse
To Browse the documents in PolicyTech, either click a category label (such as “All Documents by Type”) or click the “plus” sign next to the category label.
How to Search
You can reach search options three different ways in PolicyTech.
How to Share and Download
In order to share a document via email with another user you will need to copy the url of the document and paste it into your email client. There are two ways to do this.
Help for Approvers
These instructions cover how to approve documents in Yale’s PolicyTech application tool. The intended audience is the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines related to the Yale School of Medicine.
Help for Reviewers
These instructions cover how to edit documents in Yale’s PolicyTech application tool. The intended audience is the licensed users who are assigned as reviewers and are responsible for reviewing policies, procedures, and guidelines related to the Yale School of Medicine.
Help for Writers
These instructions cover how to edit documents in Yale’s PolicyTech application tool. The intended audience is the licensed users who are assigned as writers and are responsible for editing policies, procedures, and guidelines related to the Yale School of Medicine.
PolicyTech General FAQs
See a list of Frequently Asked Questions about PolicyTech.
Office Hours Presentation Slides
Download a PDF version of the presentation slides used in the above YSM Policy and Procedure Process office hours.
Who Can Help?
For general questions, email YSM Policy
You may also contact Parami Hettiarachchi, Senior Policy Analyst, with questions.
Additionally, each broad category of policies has a PolicyTech document administrator who can be contacted with specific questions about those policies:
Document Administrators
Area of oversight: Clinical: YM Administration
Project Coordinator 2, Expert Resource
Open Policytech
Visit YSM PolicyTech for all 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.