Policy Portal

Publish, revise, and archive policies

The best resource for managers and staff who work the line in your organization, Policy Portal is a policy and procedure content management system that allows you to organize your policies and procedures simply and quickly. Organize your documents by number, subject, source, issue date or relevance—it's up to you. Policy Portal lets you craft the pathways for browsing and searching that makes the most sense for your staff.

Revisions and cancellations are a necessary part of a well-managed policy system, and Policy Portal keeps track of all your versions and changes for you. The system tracks the full life-cycle of every policy document, from issuance to final cancellation. With a fully indexed and searchable archive, you can easily identify all of the policies that were in effect on any given day.

Instant distribution and Automatic Notifications

You have the option to make your policies available the instant they're posted or hold them for later release. With our custom automatic notifications, you determine the rules for distributing your policies:

• Self-assigned and managed or assigned by position and role
  
• Instant notifications or daily/weekly/monthly digests
• Targeted distribution by subject, source, type, or audience

Controlled Access

With Policy Portal, you can easily restrict access to your policies and procedures to groups of users with an explicit need to know. You can also customize the screens that users see based on the groups they belong to, targeting precise information to each of your audiences.

Deploying policies and managing a comprehensive policy management system requires a wide variety of skills and expertise. We recognize that the people who write and upload policies and procedures are often not the same people who have oversight responsibility for your entire policy system. Using the Policy Portal workflow component, you can easily delegate the component tasks yet retain full control over what gets published on your portal.

Finding the Information You Need

We are all accustomed to using web search engines to find what we want. However, finding the right vacation policy is a little bit different than finding the perfect hotel on the beach in Hawaii. Policy Portal provides all of the basic search features that you are used to with Google or Yahoo—and then some. Our advanced search feature allows users to search any custom fields that you define and sorts the results accordingly: by subject, issue date, source, policy type—you name it.