In this post I wanted to go over some of the main reasons why organizations need Policy Management Software in SharePoint and why using SharePoint and DocRead to manage your policy compliance is the obvious choice. Microsoft Office 365 has built-in SharePoint Online. It is also critical to meeting regulatory and compliance requirements as well as avoiding fines from overseeing agencies. 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. 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. to manage your policy compliance is the obvious choice. DocRead is a SharePoint add-on that can used to distribute any document in any format (Word, Excel, PDF, web page, etc), to any group of employees and track that they have read it. Once published and approved, DocRead takes care of the rest. This SharePoint system can be used as a personal cloud with storage, archiving and tracking abilities. TotalCompliance can also do more than just manage policies. moreinfo@compliancebridge.com. That feature is 'Smart Move'. Where organizations don't comply, it's common practice for large fines or even prison sentences for owners and / or employees to be received. However, during a recent demonstration, it dawned on us that we have been underselling our 'killer feature'. You likely use Microsoft Office 365 – or certain components of it – to fulfill your business processes. The software allows you to customize workflows that determine which employee or group is We wanted to make a product that Microsoft themselves would have made - had they had time. Organizations are either in the process of moving their documents to SharePoint, or have already done so. In contrast, a P&P software like TotalCompliance provides all of its features already within the program, with no extra software integration needed. Although your company may already be using SharePoint, it is not a system built for policy management. SharePoint 2013 Information Management Policy with Workflow If you’ve ever wanted to set an Information Management Policy for a SharePoint 2013 document library and weren’t sure how to go about doing this, well this post if for Features vital to ensuring compliance, such as targeted distribution efforts and policy quizzes will not be available to you, as well. After all non-compliance is the reason for those fines! TotalCompliance’s templating system allows policy creators to maintain consistent formatting across all policies and procedures. 1. One of the biggest trends in SOP management is how some of the country’s biggest organizations are migrating to SharePoint and adding new functionality to their existing platform. A recent example of a large fine in the UK was when the. It allows the users to find the previous version of a document without latest changes or compare changes with the most current copy. Filter by popular features, pricing options, number of users, and read reviews from real users and find a tool that fits your needs. 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. Some would say that DocRead's ability to work on documents already managed in SharePoint is the killer. I am using SharePoint Online as a document management system. more than anything else. A good policy and procedure management system will also give the policy administrator a way to quickly track all documents and where they are in the process, in case of an audit. 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 daily problem organizations face are: . This is why we built DocRead and why we have many happy customersusing it today. Policies can be implemented to help an organization comply with legally mandated requirements, such as the need to retain records. If you currently use email, paper and phone calls to distribute and track reports DocRead will save you money in days. SharePoint lacks an organized, configurable distribution and attestation process as a standard capability. Join us as we demonstrate how you can easily store policies and procedures anywhere in your SharePoint farm and leverage tools within SharePoint to find them. It is also used as a network to centralize information, or as groupware with features such as project management or to handle internal communications. 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. Records Management Procedure 6701‐PR1 Directory of Records Classification 0650 10 2 of 18 Procedure Procedure standardized through its management‐approved office responsible, and retention schedule. 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. TotalCompliance allows the unique capability to monitor results in real-time. For example, a Human Resources policy, used in an organization to ensure that employee records are handled in compliance with legally recommended guidelines, could include the following policy features: 1. 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. It Microsoft's fastest selling server product ever! We talked to Microsoft MVP Jasper Oosterveld to learn his governance best practices for … It has all of the authoring and collaboration features, but falls short of the distribution and tracking side. It has all of the authoring and collaboration features, but falls short of the distribution and tracking side. Managing the life-cycle of a policy is a big challenge. 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. This means if you have a 'New Starters' group - once a user gets put into that group, DocRead will intelligently decide that they haven't read key documents and will create reading tasks for them with a deadline. 2. It Microsoft's fastest selling server product ever! Beyond Intranet’s Knowledge Management add-in helps to capture and share the key information within your company that enables effective decision making and accelerating company growth. In this course, Gini Courter shows you the basics you need to get started using Microsoft SharePoint Server 2013 for business collaboration and real-time documentation sharing. 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. There are many features we are really proud of. Where organizations don't comply, it's common practice for large fines or even prison sentences for owners and / or employees to be received. Procedures are grouped together under one policy title. SharePoint is a document management database and collaboration platform that many companies use to manage their documents, including policies. With TotalCompliance, distribution and attestation can be more accurately tracked, quizzes can be as complex as needed with a variety of question types, and workflows are easily automated and configured to ensure policies are created and updated in a timely manner. But how can IT make sure that content stays secure? This is why we built DocRead and why we have many happy, FSA fined Willis Limited 7 million pounds. 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. © 2021 ComplianceBridge Corporation. Written by ComplianceBridge Policies & Procedures Team on April 1, 2019. I want an employee to read a document in the default Find and compare top Policy Management software on Capterra, with our free and interactive tool. How to audit and prove who has read what policy and which version. Using SharePoint Online Document Libraries as a Document Management System July 4, 2018 by Daler Sayfiddinov 20 Comments In the modern workplace we use multiple systems to accomplish business needs. Find out more about TotalCompliance’s Policy & Procedure Software, as well as its Risk Management Software by watching a two-minute demo. Since its early incarnations SharePoint has placed document management at the very core of what it does. 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. TotalCompliance offers all of the necessary features for policy and procedure creation, distribution and attestation. Stateline, NV 89449 ComplianceBridge Corporation +1 (800) 317-2820 Select a retention period option to specify when documents or items are set to expire. 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. It can also create and disseminate fill-in forms, checklists, surveys, request forms, safety analyses, employee reviews and more. A product commonly utilized by organizations and enterprise companies is Microsoft SharePoint. Tracking data in reports uniquely designed for proving compliance in the event of audits is an incredibly important factor to a robust policy management platform. SharePoint includes no ability to create quizzes to ensure employee understanding and compliance with new policies and procedures without expensive customization. Policy Management Software for Microsoft SharePoint DocRead is policy management software for SharePoint that helps target policies and procedures to groups of users in your organization. Because it is built on SharePoint, our Policy Management Software offers unique features that were designed with you in mind. This article contains a high-level description of the various elements of a document management solution that is based on SharePoint Server. Quickly search knowledge on Policy and Procedure, FAQ, Best Practices & Document Templates. For policy management in particular, SharePoint has many advantages over the traditional file-system, some are listed here: Policies can be sent to individuals, departments, groups or to everyone, depending on the topic. Is anyone using a SharePoint Wiki, HTML, or some other format to document business processes? From create policies in SharePoint to scheduling reading tasks for employees, and tracking procedural compliance through reports and dashboards, learn how to maximize your investment in SharePoint for successful policy management. Unlike SharePoint, TotalCompliance maintains detailed records of who has read, tested and signed off on new policies and procedures and can generate custom reports for auditing purposes. When the project is finished, carry out a project post-mortem to reflect on your … See the top 10 reasons to use SharePoint as a document management system. Employees will be notified of policy delivery and their review and attestation will be tracked and supervisors notified. SharePoint lacks a rich templating system to create documents and policies, because it is primarily a document sharing and collaboration platform. If you are worried about the history - we can also help you migrate documents and history from older systems. With so many options to tailor SharePoint to fulfill custom duties, it’s no surprise that many companies have been using it to manage their policies and procedures, but is it really a suitable alternative to P&P software? 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. Each list item has a unique Procedure number. They always have done and they always will. Here are the top 10 features that a fully functioning Policy and Procedure Management system must provide so that policies are known to all, easily accessed and always current and correct. SharePoint is used for document management more than anything else. Collaborate seamlessly with internal and external users with Office365 and SharePoint. To learn how TotalCompliance is the best platform for the job, schedule a demo today! Auditing, to record the editing and viewing history of each employee-related document. It just so happens that the majority of our customers use it to distribute policies as they are usually the ones that need tracking and acknowledging. Our customers have told us we have it spot-on. One of the major requirements we set ourselves with DocRead was to integrate seamlessly into SharePoint. TotalCompliance gives users the ability to create comprehension tests for policies and gives users extensive control in the configuration of those exams. 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. DocRead took many years to build - we never rushed it, we haven't piled it high with features, we concentrated on crafting a product with performance, security and ease of use in mind. This is something we are really proud of! Users can easily prove distribution efforts and attestation. 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 "Policy Management Software - Features" and "Benefits of using SharePoint to manage policies and procedures"on List.ly. Likewise, if a user leaves the group then DocRead will remove the reading task and issue a negative receipt recording the fact that they never read the document. Document management controls the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained. If you’re like most companies, you need a powerful policy management system. If DocRead is something you would like to know more about then give us a call or drop us an email atsales@collaboris.com. Fortunately, these organizations are realizing how SharePoint, the platform they’re already using for collaboration and management, is a great option to handle SOP management. 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. 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. They always have done and they always will. Organizations need to protect themselves, their customers and their shareholders. +1 (408) 689-8205 Real-time data tracking and monitoring for proving compliance in the event of audits are an incredibly important factor to a robust policy management platform and is a feature that SharePoint does not offer. Compared to policy and procedure management systems, SharePoint is very weak in the areas of policy distribution, employee compliance, attestation, reporting and audit tracking. 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. How do distribute the correct policies to the correct groups of employees. If your organizations documents are already in SharePoint, why learn, train on and pay for another external document and content management system? 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. Through a series of background jobs we create each person in the group a 'reading task' and set them a deadline to acknowledge and agree to the policy. SharePoint is big, really big! We're experts that can help you set up SharePoint document management, optimize it & leverage it for your business. How to track who has read the policies and, sometimes more importantly, who has not. All Rights Reserved. A perfect illustration of this is the up and coming quiz module which will be released by the end of the year. This means you can - at last - have one document system not two! Organizations are either in the process of moving their documents to SharePoint, or have already done so. You can use SharePoint for managing documents - if you set it up correctly. I have 25 users that are all employees under the same Office 365 subscription. If you currently use different policy management software outside of SharePoint and are forced to store documents in two places then we believe that DocRead is so competitively priced that you will still be able to save money by moving to DocRead in SharePoint. Click Add a retention stage for records… 2. 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. They must also specify the number of days a user has to read the policy. If your policies are stored in SharePoint then in no time at all you can start distributing them to groups of employees. 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. 297 Kingsbury Grade, Suite 1180 Policy management software is a tool that allows you to organize, edit, review, and distribute your policy and procedure documents. All our customer feedback leads to the fact that DocRead is also extremely easy for end-users to use and requires minimal training. The very latest version builds on this with a number of very useful features: 1. TotalCompliance gives companies the ability to distribute policies and track their dissemination to employees. Content can also be published for the public via a public portal that integrates with the company website. DocRead works by allowing a policy publisher to specify one or many groups to send a policy to. However, SharePoint is missing some key features to make it viable as a way to fully manage, track and distribute policies. For policy management in particular, SharePoint has many advantages over the traditional file-system, some are listed here: Questions can also be weighted for improved scoring. When it comes to policy and procedure management and ensuring compliance, using software specifically focused on policy management can only improve your company and its compliance statistics. Policy administrators can instantly see who’s view and accepted or rejected a policy or they can evaluate exams as employees are working on them to measure performance, even before answers have been officially submitted. It now generates 2 billion dollars worth of revenue and if it was a company would be in the top world's biggest. 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. Keeping documentation on policies, procedures, and guidelines up-to-date – and making sure the responsible employees read and abide by them – is one of the major headaches of many businesses. It's something we take for granted, but it's also something that offers such power and a high degree of automation. Document Management Procedure Flowchart Example - Swimlane Style Document Management Principles The documents have to be formally managed with relation to content, naming, numbering, and authorization. Read more on Smart Move. Legal/financial exposure from regulation violations can be mitigated if there is a strong Policy and Procedure Management backbone in place. With all of the new and improved Microsoft Teams integrations, many organizations are starting to use Teams to collaborate on content. Policy and Procedure Creation Create, review and approve policies and procedures in a single system that uses rules based workflows to connect the right employees at the right time, all within your Office 365 SharePoint Online How to create, maintain, version and publish policies. It now generates 2 billion dollars worth of revenue and if it was a company would be in the top world's biggest. 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. 1. Store multiple versions of a Policy or Procedure and SharePoint Alerts SharePoint document libraries can be configured to turn on “version management”. I have created over 400 procedures as individual list items. Organizations need to protect themselves, their customers and their shareholders. 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 … Emails are sent and web parts can be placed on any web page to ensure that there are no excuses! The daily problem organizations face are: SharePoint is now used in 79% of Fortune 500 companies. Quickly browse through hundreds of Policy Management tools and systems and narrow down your top choices. Document Management is SharePoint's biggest strength. 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. We can also put you in contact with some of our customers so you get the real view of what they think! 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. As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post explains how SharePoint’s document management features can be used to help manage the creation and revision of a policy or procedure. Retention, to ensure that work-in-progress content is not kept for an unnecessarily long ti… Ultimately, a P&P software is the best choice for your company to effectively manage policies and guarantee compliance. This might seem like an obvious one, but selecting SharePoint as your document management system of choice is the first step to success. SharePoint is now the worlds most popular document management … Where SharePoint Falls Short Compared to policy and procedure management systems, SharePoint is very weak in the areas of policy distribution, employee compliance, attestation, reporting and audit tracking. It is also important to note that for policy management, many of the features you need in SharePoint, such as workflow customization, require integration with other Microsoft Suite programs, which may be an additional cost if you don’t already use those programs. Where does this apply? to make it viable as a way to fully manage, track and distribute policies. 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. If you want to find out more about DocRead - why not take the tour ? 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. We knew as our customers used it they would be instrumental in driving it's direction. The lines between where SharePoint ends and DocRead starts are very blurred. Obviously, there are situations where employees don't read documents and these are sometimes the things that are of most interest to organizations. All of the year: 1 get the real view of what they!! Their customers and their review and attestation process as a personal cloud with storage archiving! Certain components of it – to fulfill your business processes up and coming quiz module will. Its early incarnations SharePoint has placed document management system management more than just manage policies and procedures without customization... 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Wanted to make it viable as a way to fully manage, track and distribute policies guarantee... You need a powerful policy management Software offers unique features that were designed with you contact... It allows the unique capability to monitor results in real-time you would like to know more about DocRead why! All policies and procedures without expensive customization are situations where employees do n't read documents and history from older.. As your document management, optimize it & leverage it for your business processes but 's! Office 365 – or certain components of it – to fulfill your business have many happy customersusing today. Public via a public portal that integrates with the company website or as difficult fill-in-the-blank! That integrates with the most current copy that integrates with the company website fines! 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