ConvergePoint Policies and Procedures Add In – Office 365 SharePoint
ConvergePoint’s Policy Management SharePoint Add In for SharePoint Office 365 streamlines the full policies and procedures lifecycle. Our software is scalable to your needs; user-friendly for your compliance and risk management officers, in-house teams and other key users; and ready to grow with your organization.
1. Policy and Procedure Creation:
Create, review and approve policies and procedures in a single system that uses rules based workflows to connect the right employees at the right time, all within your Office 365 SharePoint Online platform.
2. Policy and Procedure Distribution:
Auto-publish and distribute policies and procedures in a centralized location, where employees can quickly view and search for policies and procedures using custom metadata.
3. Policy Training and Acknowledgement:
Send notifications and optional quizzes to employees when a new policy is published. Track that employees have read and acknowledged policies from a real-time dashboard.
Add In Permission Groups
Please add the following groups with permissions before using the Add In.
| Group Name | Permissions |
|---|---|
| Administrator | ‘Full Control’ permissions. If Full Control is not an option, use Manage or Contribute permissions. |
| Approvers | Contribute |
| Drafters | Contribute |
| Reviewers | Contribute |
| Policy Coordinator | Contribute |
| Employee | Contribute |
| Manager | Contribute |
