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. Rule-based workflows and alerts keep policies moving through the document review process, alerting policy owners when to update or retire policies. And for the general YSM public, the solution makes searching and locating accurate and current documents they need to complete their day-to-day work easy.
A few of the benefits of using PolicyTech:
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Organization and centralization
- PolicyTech organizes documents and related information in a single online searchable database.
- PolicyTech aids the YSM public in finding documents through intuitive search functionality.
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Reduced policy development and review time
- Reduces the development and review time by using an automated workflow.
- Automated emails notify co-workers of a document's status, which keeps projects moving.
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Easy and automated electronic document history and archiving
- When a new document version is created, the software will automatically replace it. Old documents are archived into an online database for safe keeping.
- Archived versions are easily accessible by system administrators, while employees are only able to access the current versions.
- The document history is recorded in the solution. Document revisions are stored to provide a clear picture of the document history .
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.