Getting Started
Core Concepts
- PolicyStat - How do I contact PolicyStat Support?
- What is an Area?
- What colors and fonts are used in PolicyStat?
- What is PolicyStat?
- How do I switch between the New PolicyStat Interface and the classic version of PolicyStat?
PolicyStat Home Page
- How do I see the policies requiring my approval?
- How do I narrow the list of pending policies?
- What is the Policies Awaiting Acknowledgment Area on the Home Tab?
- What displays on the PolicyStat home page?
- What content is found in the Reports menu of the new PolicyStat interface?
Searching
- How do I find PolicyStat Articles in Support Portal?
- Can I search for policies outside of my assigned policy area?
- Can I search for specific attachments?
- How do I find a policy belonging to a certain person?
- How can I save or bookmark a favorite document or one that I view frequently?
Document Life Cycle & Policy Layout
- What do the Document Statuses Mean?
- What Does the Document Life-cycle Look Like?
- What information can be found in the footer of a policy?
- What is displayed on the document View page?
- Does the PolicyStat ID number remain the same after a review?
Policy Creation
- How can I Replace the Content of a Pending Document with a New Revised Draft Copy?
- How do I Approve a Pending Policy?
- How Do I Create a Stub Policy?
- How do I Create a New Policy?
Notifications
- How am I notified about incomplete acknowledgments?
- Can I display notifications in an RSS feed?
- PolicyStat - Who Receives Notifications and at What Frequency?
- How do I Adjust My Email Notifications?
- How do I Clear my Notifications?
Acknowledgments
- How do I view acknowledgments by policy?
- Can I assign Acknowledgments from a policy in the New PolicyStat Interface?
- How do I see policies I've acknowledged?
- Single Acknowledgments vs. Recurring Acknowledgments
- How do I Remove Single, One-Time Acknowledgments?
Sharing Documents
- Can I share a link to a specific heading in a policy?
- What are the Print PDF and Share options?
- How Do I Get the Share/Email PDF option to work correctly - (default email application not set)?
CSV Reports
- How can I sort and filter downloaded reports in Excel?
- How do I generate a file of policies containing a certain keyword or phrase?
- What is Included in the Approval Workflow Search?
Applicability and Systems
- How do I Switch or Change Site Locations?
- How do I hide or display applicability when printing documents?
- What are Applicability Groups?