PolicyManager™: Power User Learning Resources

Content

PolicyManager™ Power User

Learning Resources

Our knowledge portal has a comprehensive list of FAQs and Step-by-step Guides that will cover most of your needs and is easily navigable using our powerful search tool. 

Below you will find a list of handpicked support materials from within our portal that are catered towards the needs of a PolicyManager Power User.

Creating Projects

Step-by-step Guide: Using Projects

Overall rundown of the project(document/policy) creation feature.

https://rldatix-public.zendesk.com/hc/en-us/articles/10458455741724-Projects 

Project Workflow Setup

https://rldatix-public.zendesk.com/hc/en-us/articles/10458417226396-Workflow-for-Projects 

Step-by-step Guide: Content Linkages

Linking documents, videos, standards, images and hyperlinks to a document.

https://rldatix-public.zendesk.com/hc/en-us/articles/10458427210524-Content-Linkages 

Working with Existing Projects

Completing Assigned Project Tasks

A guide on completing assigned project tasks.

https://rldatix-public.zendesk.com/hc/en-us/articles/10458415931036-How-to-complete-an-assigned-task-in-projects 

Editing an existing project/document

Overview of editing documents on your own or with a team.

https://rldatix-public.zendesk.com/hc/en-us/articles/10341133863324-How-to-edit-a-document-using-Projects- 

Step-by-step Guide: Quick Edits

Quick Edit will allow the user to bypass the workflow collaboration tool of Projects and update a policy without any assistance from their colleagues.

https://rldatix-public.zendesk.com/hc/en-us/articles/10458439901084-Quick-Edit 

Attestations

Step-by-step Guide: Attestations

A guide on how to create and modify an attestation to then assign to users.

https://rldatix-public.zendesk.com/hc/en-us/articles/10458439978140-Attestations