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:
Locate the Implementation Dashboard
- 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.
- If no Admin tab is present, ensure:
- Click Implementation Dashboard under the Site Data column.
- The Implementation Dashboard process consists of five steps. Click the Links below to learn about each step.
For a printable PDF version of this information, please click the button below.
This article applies to the following job role:
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