Policy Management: Policy Acknowledgement & Certification

SharePoint Policy Management Software – Training and Acknowledgement

How do you ensure that your employees have read and understood a policy or procedure once it has been issued? How do you keep track of the acknowledgements you’ve received or which employees still need training?

The third component of our Policy Management Software, the Acknowledgement module simplifies the process by notifying employees about new or updated policies, as well as managing their sign-offs and acknowledgements of policies. Custom quizzes allow you to further test employee understanding, while email notifications, with managerial escalation as required, remind employees about policies they need to read.

Benefits of Our Policy Training and Acknowledgement Module

The policy training and acknowledgement phase of the policy lifecycle is where many users will interact with your policies and procedures. Integrating with your Microsoft Active Directory allows employees and other users to be notified whenever a new policy or procedure requires their attention. Managers can create and assign optional quizzes to gauge employee acknowledgement of the policy. Notifications can also be sent out to larger groups or departments instead of manually alerting one individual at a time.

Real-time status updates from managerial dashboards provide valuable insight into which employees have undergone training or acknowledged a new policy. Tracking employees’ progress with custom reporting and analytics gives managers a thorough assessment of how new policies and procedures are disseminated across the organization. Implementing policy management processes with Microsoft SharePoint removes the need for countless paper products and securely stores all policies and procedures in one central repository.

Targeted Audience

Request acknowledgements of policies from individuals or departments. Receive email notifications of sign-offs, with records kept in centralized database.

Policy Notifications

Notify employees of newly issued policies and ask them to acknowledge receipt. Escalated managerial alerts are sent when an employee hasn’t signed off on policy.

SharePoint Quizzes

Test that your employees have read and understood company policies and procedures with optional quizzes you create for internal and external certification purposes.

Ad-hoc Reporting

Run reports of who has and has not acknowledged policies. Include any group of employees, policy documents, time period or entire history of document or employee.

Scheduled Renewals

Set recurring requests for policy and procedure sign-offs according to schedules you set. Automatically send notifications to employees every six months, quarter, etc.

Real-Time Dashboards

Easily identify who has and who has not acknowledged policies from user-specific dashboards. From there, managers can quickly see where to take action and who to follow up with.

Electronic Certification

Employees sign off on policies without wondering who to notify. Managers receive their employees’
acknowledgements and are notified about escalating issues.

Customize & Configure

Simple configurations allow you to streamline your policy workflow in the way you see fit. Capture metadata, set custom acknowledgements and choose who can see what.

Chosen and Trusted By Industry-Leading Businesses and Organizations

We surpass our clients’ high expectations by delivering powerful compliance management software and solutions on Microsoft’s SharePoint and Office 365 platforms.

INDUSTRIES SERVED

Education

Protect intellectual property, manage grants, preserve student privacy, and outline ethical procedures.

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Insurance and Employee Benefits

Improve organizational transparency, underwrite policies and procedures, mitigate risk centers, and reduce volatility.

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Healthcare

Adhere to HIPAA, HITECH, ICD 9, ICD 10, and FDR CFR regulations, safeguard patient information, and manage healthcare compliance processes.

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Financial Services and Banking

Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations, achiever greater transparency, and manage external scrutiny.

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Manufacturing and Retail Industry

Establish procurement policies, outline employee safety procedures, specify quality control of products, and satisfy changing regulatory guidelines.

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Energy and Utilities

Avoid heavy penalties from local, regional, state and federal regulators, manage potential risks, and enhance employee safety and training retention.

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Transportation

Abide by FAA, DOT, FMCSA, FRA and FTA regulations, educate drivers and third party vendors on guidelines, and streamline overall compliance.

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Policy Management – Best Practices

Visit our resource library for industry best practice tips and tools and for case studies on how our software has helped clients in your industry.

BEST PRACTICES

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