Manage Risk / Increase Visibility of Your Policies & Memos

Policy Tracker Features:

Simple create and revision system to manage policies
Automated annual reviews
Electronic signature acknowledgement
Unsigned policy alert notifications
Easy bulk distribution of policies
Graphic reports and analytics
Easy and secure access to policies

Manage Policies & Memos

Simplicity is the greatest attribute of Policy Tracker. We make it easy to manage the process from start to finish and allow you to spend more time ensuring the information is accurate, and less time learning the process. Clear step by step procedure to add new policies and memos, as well as revise current policies.

Applying a Memo to a Policy (and vice-versa) allows you to associate complimentary docu-ments to ensure your employees have full understanding of the content.

"Every August, we send out a memo about school shootings. Now it is easy to associate our Active Shooter Policy to the memo as a refresher."

Revise Existing Policies

Creating revisions is a breeze. Simply locate the current policy, download the original Word document that was used to create this latest version and submit it for approval and distribution.

POLICY SUPERVISOR APPROVAL PROCESS

Each Policy that is added or revised can go through a multi-tier approval process that requires electronic signatures prior to distribution. This minimizes the chance a policy is approved with inaccurate information.

BULK IMPORT CAPABILITIES

Switching from another program or starting fresh. You have the ability to import multiple poli-cies at once and distribute them all, or just a few, with ease.

EMPLOYEE ACKNOWLEDGEMENT AND ACCOUNTABILITY

We make it simple for your employees to access the policies that were distributed to them.
Making it easy to navigate, read and acknowledge each policy with no learning curve.
Your employees will always be alerted if they have pending policies awaiting signatures. These alerts will show each time they access the program.

EMPLOYEE DISTRIBUTION SELECTION

Navigate your entire roster or select from a distribution group or shift. The distribution groups will be tracked to ensure that future employees will receive the same policies.

QUICKSIGN FEATURE

Great for new hires or legacy policies. You can enable the QuickSign feature that allows your employees to sign multiple polices at once, saving time as well as capturing a signature on each policy to minimize risk.

AUTOMATED DISTRIBUTION FOR NEW EMPLOYEES

Adding a new employee.... No problem. The system will recognize any newly added user and automatically distribute the current policies to them. This ensures that your new employees will mirror the policies already distributed to your existing users.

REPORTS / ALERTS

Minimize risk by always having this information at your fingertips. At any point, you can identify the status of unsigned policies and trigger a workflow as a reminder to employees to sign their policies.

REPORTS / ALERTS - POLICY DISTRIBUTION OVERVIEW

Review each policy and visually see what policies are still awaiting employee signatures. Drill into each policy to see exactly which employees still need to sign.

REPORTS / ALERTS - EMPLOYEE SIGNATURE STATUS

Breakdown each employee and learn who has pending signatures. You can trigger an email reminder to the individual requesting immediate action.

REPORTS / ALERTS - DYNAMIC WORKFLOW NOTIFICATIONS

Set up a weekly reminder that will go to all employees with pending policy signatures.

This promotes action from your employees to complete the pending tasks. If there are no pending policies, the employee will not receive this notification.

DOCUMENT ACCESSIBILITY

The user interface for employees could not be any more straightforward. The goal is to give the employees direct access to the data they need, with little to no effort.
Quickly identify the Policy or Memo required from a simple list. PDF viewer gives full access to the policy within the same screen.
Not only are you searching the policy names, but the content contained in the policy. Each policy that is distributed is scanned for content giving the user the most complete search results.

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Policy Management Software for Dispatch, Police, Fire and EMS