Employees will be notified of policy delivery and their review and attestation will be tracked and supervisors notified. TotalCompliance offers all of the necessary features for policy and procedure creation, distribution and attestation. For policy management in particular, SharePoint has many advantages over the traditional file-system, some are listed here: Organizations are either in the process of moving their documents to SharePoint, or have already done so. The beauty of using SharePoint for policy management is that you can use all of the tools that you are familiar with and extend it in virtually unlimited ways. To view all of the features for a policy management system, please look (and contribute) at "Policy Management Software - Features" on List.ly, or find out how DocRead for Sharepoint can help with ensuring policies are distributed. Since its early incarnations SharePoint has placed document management at the very core of what it does. How to track who has read the policies and, sometimes more importantly, who has not. A recent example of a large fine in the UK was when the FSA fined Willis Limited 7 million pounds for non-compliance of the Bribery Act. If you currently use email, paper and phone calls to distribute and track reports DocRead will save you money in days. Over a dozen test metrics help users construct exams that are as simple as yes/no questions or as difficult as fill-in-the-blank. Select a retention period option to specify when documents or items are set to expire. Find out more about TotalCompliance’s Policy & Procedure Software, as well as its Risk Management Software by watching a two-minute demo. Policy management software is a tool that allows you to organize, edit, review, and distribute your policy and procedure documents. Attempting to configure it to manage your policies and procedures leaves you with gaps in areas such as employee compliance, attestation, reporting and audit tracking. Where organizations don't comply, it's common practice for large fines or even prison sentences for owners and / or employees to be received. To answer this question, we will be comparing SharePoint with TotalCompliance by ComplianceBridge, a platform specifically designed and intended to streamline the policy and procedure management life cycle. How to create an intelligent document management process using SharePoint and Flow – Part One June 8, 2019 by Daler Sayfiddinov 11 Comments In most organizations, there is a business process in the system which aims to store and send document packages. As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer.To view a list of the required features for a policy management system, please look (and contribute) at ", In this post I wanted to go over some of the main reasons why organizations need. Schedule time to get feedback from the team about the new project management approach and using the Free SharePoint Template, for example, during the weekly team meeting. 1. How to create, maintain, version and publish policies. Policy managers get a bird’s eye view of policies’ statuses, upcoming renewals and employees’ acknowledgements on real-time dashboards, while the software guides your team through the policy creation, distribution and acknowledgement processes. TotalCompliance allows the unique capability to monitor results in real-time. Smart Move means that once you assign a document to group with DocRead, DocRead will then take care of dynamically assigning reading task to the members of the group for as long as it's assigned. Join Gini von Courter for an in-depth discussion in this video, Creating a document center for policies and procedures, part of SharePoint 2013 Essential Training. This is something we are really proud of! We talked to Microsoft MVP Jasper Oosterveld to learn his governance best practices for … Typically, a policy and procedure management system such as TotalCompliance is prepared to manage the entire process from start to finish and does not require customization. Our organization uses Salesforce as well, and Salesforce has a pretty powerful KnowledgeBase tool, but I'd prefer to keep our processors in SharePoint since that is … 297 Kingsbury Grade, Suite 1180 +1 (408) 689-8205 I want an employee to read a document in the default Features vital to ensuring compliance, such as targeted distribution efforts and policy quizzes will not be available to you, as well. Where organizations don't comply, it's common practice for large fines or even prison sentences for owners and / or employees to be received. SharePoint lacks an organized, configurable distribution and attestation process as a standard capability. This is simply solved by using DocRead Reports which are built into SharePoint and allow administrators to concentrate their efforts on those employees whose tasks are overdue. This means you can - at last - have one document system not two! The benefits are numerous: giving policy administrators the ability to quickly distribute policies to employees, collaborate on policy updates and publish content to the community. For many reasons including the current global economic crisis, increasing global trade and even the introduction of the internet has meant the regulatory burden on organizations is now heavier than ever. The very latest version builds on this with a number of very useful features: 1. They always have done and they always will. For policy management in particular, SharePoint has many advantages over the traditional file-system, some are listed here: These are just some of the fantastic features that SharePoint gives you and are some of the major reasons why nearly all organizations have moved to SharePoint as a document management system. They always have done and they always will. For as long as companies have existed, they have been regulated by governments, councils, watchdogs, regulatory bodies, shareholders and acts of law to name but a few. Some would say that the ability to place a reading list web part on any page in any site and see your reading in one place is the killer. Questions can also be weighted for improved scoring. This is why we built DocRead and why we have many happy customersusing it today. How to audit and prove who has read what policy and which version. Our customers have told us we have it spot-on. © 2021 ComplianceBridge Corporation. Read more on Smart Move. After all non-compliance is the reason for those fines! Organizations need to protect themselves, their customers and their shareholders. It is also used as a network to centralize information, or as groupware with features such as project management or to handle internal communications. If DocRead is something you would like to know more about then give us a call or drop us an email atsales@collaboris.com. For as long as companies have existed, they have been regulated by governments, councils, watchdogs, regulatory bodies, shareholders and acts of law to name but a few. It Microsoft's fastest selling server product ever! 1. See the top 10 reasons to use SharePoint as a document management system. Emails are sent and web parts can be placed on any web page to ensure that there are no excuses! We knew as our customers used it they would be instrumental in driving it's direction. One of the major requirements we set ourselves with DocRead was to integrate seamlessly into SharePoint. Any item that can be saved into a SharePoint document library or list can be assigned to a specific group of users so you can also assign office documents, videos, images and pdf's for example. If your policies are stored in SharePoint then in no time at all you can start distributing them to groups of employees. Try Policy Management Software for SharePoint for Free PolicyTech software integrates seamlessly into Microsoft SharePoint PolicyTech provides a view of policy status and employees’ acknowledgements on real-time dashboards, while the software guides your team through the policy creation, distribution and attestation process. Ends and DocRead starts are very blurred and SharePoint by watching using sharepoint for policy and procedure management two-minute demo generates 2 dollars. They would be in the UK was when the drop us an email atsales @ collaboris.com can. Policy compliance is the first step to success will save you money in days used they! 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