Objective:

• To understand the Implementation Dashboard

Environment:

• PolicyStat Implementation Dashboard

Additional Information:

Prior to beginning the upload process, please ensure you have reviewed the information in this article.

Prior to uploading, files to be uploaded should preferably be organized and compressed to a zipped folder. For more on organizing files for the greatest ease of upload, see this article. For more on how to zip a file folder, see this article.

The zipped folder file is then imported by a user with Site Administrator privileges through the PolicyStat Implementation Dashboard.

Please keep in mind that it can take 4-8 weeks to convert documents from the time you have completed uploading and submitting them.

Answer:

Closed captions | Text transcript

Locate the Implementation Dashboard

1. Click the Admin tab along the top left area of your local PolicyStat site.
   
   
   • If no Admin tab is present, ensure:
     • You are logged in to PolicyStat as a User, not a guest.
     • Your account features elevated permissions as a Site Administrator.
     • Contact your local Site Administrator or support@policystat.com with questions.
2. Click Implementation Dashboard under the Site Data column.
   
3. The Implementation Dashboard process consists of five steps. Click the Links below to learn about each step.
   1. Upload Files
   2. Assign Attachments
   3. Set Properties
   4. Submit Uploads
   5. Resolve Duplicates

For a printable PDF version of this information, please click the button below.

This article applies to the following job role: