How do I find policies with a certain Reference Tag?

Issue/Objective

To locate policies with specific assigned Reference Tags

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.

Reference Tags

References or Reference Tags are the default term for what could also be called service lines, regulatory, or any phrases to describe the grouping of documents or policies.  They can also be terms, numbers or any other representation to categorize and group similar documents for searching and reference through the PolicyStat search tool. Reference Tag is one of the terms that can be customized on your site. The terminology may differ slightly, but the concepts are the same.

You can create reference tags for virtually any type of document grouping or category. Some additional examples of other reference tags are for document types such as Forms, Job Descriptions, Policies, SOP, Protocols, Procedures, Employee Handbook, Employee Orientation, etc.  Using a common name allows you to group all documents together.

You can select by Reference Tags when assigning acknowledgments so when you have a new employee hired you can easily select all the orientation documents or the employee handbook documents and require the employees to sign off that they have read them.
 

1. Click the Policies tab at the top of the page and click Policies by Reference Tags.

2. Select the desired Reference Tag check box(es).
3. Click Search.
 

A list of policies will populate for the selected Reference Tag(s).