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.
- Clicking the “plus” sign next to the folder title will open the sub-categories of that category.
- Clicking the category title will list all documents in that category/folder.
Opening a document
To open a document, select the document from the list displayed in the right panel.
The selected document will open in a new tab.
Search for a Document Using "Browse" View
- To search “documents within a specific category”:
- Select Category
- Enter “keyword” in the “Find search bar.”
- Select the magnifying glass in the top right corner.
- All documents that contain that keyword and are within that category will display. If you have a category selected ONLY the documents in that category are searched for by your keyword. The selected category in this case will appear highlighted in the left side navigation.
- To search for a document throughout all PolicyTech documents, choose [ALL] option located at the top of the category list prior to typing in the keyword for your search. This will prompt the system to search across ALL categories for the relevant document. Then follow the same steps as outlined above (i.e., enter key word into the search bar and select the magnifying glass in top right corner).
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.
Learn how to log in, browse, search, and view documents. This training also shows how to attest to published documents or complete assigned assessments, manage tasks, and run assignee reports, which only people with document roles at YSM will need to know.
PolicyTech Help Documents
- PolicyTech General User Help PDFThis help document covers how to view, search, and browse documents in Yale’s PolicyTech tool. It is meant for the public user, who needs to view current Yale School of Medicine policies, procedures, guidelines, and forms.
- PolicyTech Approver Help PDFThis help document covers how to approve documents in Yale’s PolicyTech application tool. Its 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.
- PolicyTech Reviewer Help PDFThis help document covers how to edit documents in Yale’s PolicyTech application tool. Its 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.
- PolicyTech Writer Help PDFThis help document covers how to approve documents in Yale’s PolicyTech application tool. Its 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.
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
Users should continue to refer to the Yale University policy site for University wide documents.