How to Search
You can reach search options three different ways in PolicyTech:
-
The word: Search
In the left navigation, select "Search," which opens a keyword search bar. -
The "Find" bar
From the "Browse" view, type keywords into the "Find" bar at the top, then hit enter or click the magnifying glass icon. Clicking the magnifying glass icon by itself displays all public documents in the system. -
The "..."
Click the "..." to get the Advanced Search Options.
Search for Document using the "Search" View
- Searching for a document using the “Search” view will always prompt the system to conduct a search across ALL published documents.
- Results can be further refined by clicking on the “…” and then selecting “Advanced Search” Option.
Keyword Search
Keyword searches titles, categories, all text of a document, and tagged keywords:
-
Type a single word
This returns a list of documents that contain that word within the title, content, or tagged keywords. -
Type multiple words
This returns a list of all documents that contain all of those words -
Type multiple words separated by OR
This returns a list of documents that contain at least one of those words -
Type a word preceded by NOT
This returns a list of documents that do not contain that word -
Type one or more words in quotation marks
This returns documents that contain that exact text.
In case the document you are looking for does not appear in the search results, kindly send an email to ysm.policy@yale.edu with your proposed keywords.
Categories and Search
- If you have a category selected and you type a keyword in the "Find" bar, ONLY the documents in that category are being searched for your keyword.
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.