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.
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.