Policy Lifecycle Management 
 - Attestation and Acknowledgement

Policy and Procedure Acknowledgments  using Microsoft 365 SharePoint

Ensure Compliance with Policy Attestation Feature

  • The policy acknowledgment module of the ConvergePoint Policy Management Software ensures that all employees have read your latest policies and procedures.
  • Employees are notified when new policies are available for certification.
  • A quiz module allows you to test the employee's understanding of the documents.
  • Real-time dashboards display the progress of each individual employee, as well as aggregate data from across your whole team.
  • With this feature, you can rest easy knowing that your team is always up to date on their policy training.

Trusted by happy customers across industries for their policy management best practices

Targeted Audience

  • Our policy acknowledgment and certification module ensures swift communication of changes to policies and procedures within the organization
  • Request individual or department acknowledgments of policies with ease
  • Receive email notifications when sign-offs have been collected for transparency and accountability
  • Every record is stored in a centralized database for easy access
  • Remain compliant with regulations by having a way to swiftly communicate, acknowledge and record policy changes

Policy Change Notifications

  • Our policy change notification feature notifies employees of any newly issued policies.
  • Employees are asked to acknowledge their understanding and acceptance of the policy upon receipt.
  • If a response is not received within a predetermined timeframe, an alert is sent to managers for escalation.
  • All responses are securely stored in a centralized database, providing valuable insights and eliminating the need for paper trails or manual tracking.
  • This ensures that employees are made aware of policy changes and compliance is met quickly and efficiently.

Policy and Procedure Quizzes

  • Our Quiz System tests your employees to ensure they have read and understood company policies and procedures.
  • Create custom quizzes tailored to your internal or external certification needs.
  • Monitor employee compliance by tracking quiz completion times, scores, and results.
  • Compare employee performance with real-time graphs and charts.
  • Automatically issue certificates upon successful completion of the quiz.

Reporting and Dashboards

  • Our Reports System provides detailed reports of who has or has not acknowledged policies.
  • Filter by any group of employees, policy documents, timeframe or entire history of documents and employees.
  • Visualize data with interactive graphs and charts for easy analysis.
  • Quickly spot emerging trends and detect potential non-compliance issues.
  • Generate exportable formats for regulatory compliance submissions and requirements.

An effective policy and procedure management system serves as the backbone of a company and its corporate culture. 

Schedule Recurring Certifications

  • Our policy management system allows you to set up recurring requests for policy and procedure sign-offs.
  • Automatically send notifications to employees according to the schedule you set (e.g. every six months, quarter, etc.).
  • Configure reminders for those who haven't acknowledged policies within your specified timeframe.
  • Monitor compliance levels easily with a summary of overdue documents and employees.
  • Generate reports to identify areas of concern quickly and efficiently.

Employee Attestation Dashboards

  • Our policy management system dashboards allows users to quickly identify who has and has not acknowledged policies in real-time.
  • User-specific dashboards make it easy for managers to see where they need to take action and who they need to follow up with.
  • Generate customizable reports with interactive graphs, charts, and tables.
  • Access data anywhere, anytime with secure access levels and permissions.
  • Receive real-time alerts when new documents or acknowledgement requests are added.

Customize and Configure

  • Easily customize and configure the policy workflow and capture metadata.
  • Set custom acknowledgements for employees to sign off on.
  • Choose who can access what, and control access rights with flexible permissions.
  • Automate your policy management process with customized triggers and alerts.
  • Streamline your workflow and quickly get the information you need in real time.

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