The purpose of this index is to assist you in locating frequently used articles and updating your previous article bookmarks to the Support Portal article links. Please use the Search tool on Support Portal as your primary method for locating PolicyStat resources.
This index lists frequently referenced articles about site administration. Use the Support Portal Search function to locate other articles not listed here. Return to PolicyStat Article Index
Getting Started as a Site Administrator
- What does a Site Administrator do?
- How do I Access the Administrator Menu?
- What is in the Site Data Column in the Admin tab?
- What is in the Configuration Column of the Admin Tab?
- What are the reports I can run as an administrator?
User Management
- Why can't a user's data be edited (fields greyed out) or updated in PolicyStat?
- How do I Create a New User?
- How do I set User Permissions?
- How Can I Set Permissions on Multiple Sites for a User?
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What is a Proxy and how do I act as one?
- Duplicate User Accounts: How can I know which User Account should be kept when merging?
- How do I Change a Username?
- Is there a Session Timeout length? When a user is logged in will they be logged out after a certain amount of time?
- How do I merge duplicate user accounts?
- How do I Deactivate / Delete Users?
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How do I restore / reactivate a user account?
- How do I Create User Groups?
- How do I Edit a User Group?
- How do I Reset a User's Password for Them?
- How do I Relocate a User?
- How do I Transfer Responsibilities between User Accounts?
- The PolicyStat Permissions System / Roles
- How do I Assign or Remove a Proxy?
- How do I Manage Users that should be excluded from Active Directory Synchronization?
- How can I update or view User Permissions in Bulk?
- Can I modify Approval Workflows in bulk or identify Approvers?
Policy Area Management
- How do I Create a New Area?
- How do I Make Edits to an Area?
- How Do I Hide (or Show) an Area From View?
- How do I set User Permissions by Area?
- Can I Update the Expiration Period for Policies in Bulk?
- Can I verify who renamed an Area?
Approval Workflow Management
- How do I create an Approval Workflow?
- Why Should I Require the Owner's Approval on Step 1 of an Approval Workflow?
- How do I Edit an Approval Workflow?
- Can I duplicate an Approval Workflow?
- Can I delete an Approval Workflow if I don't need it?
- Can I report on all workflows and who is assigned to them?
- How can I include a committee in an approval workflow?
- How do I display approval workflow step description labels in the approval list at the bottom of a document?
- How Do I Update Outdated Approval Workflows?
- Can a Workflow be Deleted that is Assigned to Retired Documents without Changing to a Different Workflow?
Policy Management for Site Admins
- Can I set the default area/workflow on a policy?
- How can I roll/revert back a prematurely or accidentally approved version?
- How do I start the approval process in bulk if the documents are not yet due for review?
- How can I Change the Original Date on a Policy?
- How do I Add an Approver to a Document without Advancing the Approval Workflow (Approval Simulation)?
- Is There a Standard Policy on Policies?
- How can I see what changes or revisions have been made to documents?
- Can I Run a Report of Policies that have Attachments?
- How Do I Retire Outdated Policies?
- How do I Delete a Pending Policy?
- How Do I Delete an Active Policy?
- How do I Change Multiple Policy Properties at Once? (Bulk Admin Override)
- How do I Override a Policy?
- Can I make an Accidentally Retired Policy Active again?
- What information do Site Administrators see in a PolicyStat Footer?
- How Do I Remove the Retire Button for Owners and Managers?
Reports
- Can I generate a report of what policies are Active during a specific time frame?
- How can I see a list of all the Site Administrators?
- Can I report on all hyperlinks found in policies?
- Is there a report that identifies when acknowledgments assignments were assigned and/or completed?
- Can I Run a Report of Policies that have Attachments?
- Can I view retired policies by area?
- How can I pull a count of policies by a single site or applicability group?
- How do I Print an Index of Active Policies?
PDF Backups
- How Do I Download PDF Backups of My Files?
- How do I extract files from a Zip file?
- How do I Access Policies when the Internet is Down?
- How do I Print Active Policies in Bulk?
- What Does the Copyright on the PDF Footer Cover?
Guest Access Links
- How do I Generate the Global Guest Access Link?
- How can I Share Policies or Attachments with Someone Without a Login?
- How do I Provide Guest Access to Filtered Search Results?
- Can we link to pending documents?
Site Configuration
- Can I have a phrase, header, or footer on all policies?
- How do we change our organization name in the Change Location selection menu?
- How do I set or edit the welcome content?
- How do I request to have a site deactivated that is no longer going to be used?
- How do I update a template with an entirely new format?
- Can I display all of the revision dates for my policy?
- Can I Turn off Notifications for all Users?
- Why are the logos for my facility appearing blurry, distorted, or off in some other manner?
- How do I change the Author and References Labels in a Header?
- How do I change the Date Labels in a Policy Header?
- What is the Site Configuration Menu?
- Can I change my logo?
- How do I Create New Policy Templates?
- Can I Turn off Export to Word?
Applicability
- What are Applicability Groups?
- How do I create new Applicability groups?
- How do I edit or modify Applicability Groups?
- How Do I Select Applicability?
- How do I hide or display applicability when printing documents?
Portal
Site Administrator Resources
- What is the Difference between a Site Administrator and a System Administrator?
- How can I determine what sites are under our customer account?
- Is there a sandbox or training site that I can test things in?
- Why were my images updated by System Maintenance?
- Can access to PolicyStat be limited by IP?
- What are the character limits for fields in PolicyStat?
- How can I audit my PolicyStat policies and processes?
- How do I route a user with an account to the Welcome Page instead of the Home tab?
- When does PolicyStat Run Site Maintenance?
- How can I Provide Feedback?
- What Does Enabling "Any-Site Login" do?
- What is the PolicyStat Product Update Process?
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