What information is on the Properties Menu of a policy?

Issue/Objective

To understand the options and information available on the Properties Menu of a policy

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface.

An understanding of the Policy Properties is critical to capitalize on the full potential of PolicyStat as a management tool. Please note that some of the terms may vary based on local site preferences.

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1. Title: The Title is the name for the policy/procedure.
2. Owner: The Owner is the PolicyStat user assigned as responsible for the document (policy/procedure/etc.). Assigning an Owner to a document is required to save a draft. For more information about this and other PolicyStat user roles, see this article What are user roles and what permissions do they have in PolicyStat?
3. Area: Areas represent categories of similar documents within PolicyStat. Assigning an Area to a document is required to save a draft. Areas can be labeled locally as Policy Areas, Departments, Categories, or other terms.
4. Approval Workflow: Approval Workflows represent the sequence of users who review, edit, and approve a given PolicyStat document as required by the assigned revision period or edits. Assigning an Approval Workflow to a document is required to save a draft. For more information, click here What are Approval Workflows?
5. Applicability: The applicability is the site(s) that the policy/procedure are applicable to. This will set which site(s) the policy/procedure will appear on. For more information, see this article: What are Applicability Groups?
6. Review Date: The Review date represents the date when the existing policy must proceed through an Approval Workflow or it will expire. This can either be represented by either a specific number of days or by setting a specific date.
7. Reference Tag: Reference Tags are terms, numbers, phrases, or any other representation that can be used to categorize and group similar documents for searching and reference through the PolicyStat search tool. Reference Tags are assigned to a document by entering them here.
8. Standards & Regulations: S&R is a component that enables healthcare organizations to crosswalk their policies and procedures to accreditation agencies such as The Joint Commission, CAP, HFAP, DNV, CMS CoPs, and others. The Standards & Regulations Add On is not included within your base PolicyStat site. If you would like more information or to sign up to get this feature, email [e-mail]. For more information, see this article: What is Standards & Regulations Manager?