PolicyStat headers contain valuable information prior to viewing the procedural content. 

The information contained within this sample header is explained below. Please note that the specific terminology may vary for your site, but the concepts are universal.

policyHeader3_area.png

 

  1. Current Status: The status of this document is Active. Other potential status are Draft, Pending, and Retired.
  2. Logo: The logo should reflect the the logo of the facility to which the document applies to.
  3. PolicyStat ID: This unique identifier is specific to this document and is primarily used as an internal identifier in PolicyStat. This identifier also appears as part of the URL for this document. 
  4. Effective Date: The date the document (policy, procedure, etc.) first became effective (or active) within the facility. This can and often is well before joining PolicyStat.
  5. Last Approved: The last date the document completed the approval process.
  6. Last Revised: The last date a revision was made to the document. This may coincide with the last approval or an administrative override.
  7. Next Review: The next date where a review of the document is required.
  8. Owner: This is the individual who is assigned responsibility for this specific document. This can be the original author or another user.
  9. Area: Area represents a category of similar documents within PolicyStat. Each document must be assigned an Area. This could be known locally as Policy Area, Department, Category, or another term. 
  10. Reference Tag: Reference Tags are additional categories or identifiers that can be applied to a document to better organize them with similar documents. Reference Tags are optional.
  11. Applicability: Some PolicyStat clients are part of large multi-facility networks, and not all documents will be applicable to all facilities. This identifier displays which facilit(ies) the document is applicable to. The Applicability setting is optional as not all clients are part of networks.
  12. Document Title: This is the title of the document. If a document is restricted (removed from general user view), a padlock icon will also appear next to the name of the document.     

 

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This article applies to the following user roles:

AreaEditoramanager_sm.pngSiteAdmin

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Comments

  • This "overview" doesn't say anything about how to create or modify the header.

  • Hi Susie - that is correct. This particular article is meant to serve primarily as an overview for general staff. Making modifications to the header is a task reserved for Site Administrators. There currently is not any documentation for Site Administrators to advise about how to modify the header, but hopefully most of that setup process is completed during Implementation. I will add it to the to-do list to create documentation for this. Thanks for the heads up!