PolicyTech General FAQs

Frequently Asked Questions

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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?: Any public user who has the public link to a document can view the document in PolicyTech.
Whom should I contact to provide suggestions for improving PolicyTech?: Send your suggestions for improving PolicyTech to ysm.policy@yale.edu.

YSM and Yale Medicine policies, procedures, and guidelines live in a YSM-managed document management system, PolicyTech.

PolicyTech General User Help PDF
How to view, search, and browse documents: for the public user, who needs to view policies, procedures, guidelines, and forms.
PolicyTech Approver Help PDF
How to approve documents: for the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines.
PolicyTech Reviewer Help PDF
How to edit documents: for the licensed users who are assigned as reviewers and are responsible for reviewing policies, procedures, and guidelines.
PolicyTech Writer Help PDF
How 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.

Document WorkflowTraining for writers and reviewers
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.