Congratulations on being assigned as a Site Administrator in PolicyStat! This series of articles and tutorials covers the functions available to Site Administrators.
To locate the Administrator Menu, click the Admin tab on the header row anywhere in PolicyStat.
If your screen does not display an Admin tab, your permissions have not been activated. Please contact another Site Administrator to assign you permissions.
This section covers the Site Data column. For the Configuration list or the Reports list, click the respective titles.
|Users||The Users section allows Site Administrators to create and modify users and their permissions.
The User Group section allows Site Administrators to create, edit, and modify User Groups. You can use user groups for acknowledgments,
For more on User Groups, see this article.
Areas are categories for grouping similar documents within PolicyStat.
Approval Workflows are the sequence of users who review, edit, and approve a given PolicyStat document as required by the assigned revision period or edits.
For more information on Approval Workflows, see the article and tutorial here.
A Reference (tag) is an optional term, number, phrase or any other representation to categorize and group similar documents for searching and reference through the PolicyStat search tool. Examples are regulation numbers, locations, standards, etc.
The Bulk Admin-Override feature allows for bulk changes to be made to multiple policies at the same time including:
For a comprehensive explanation of this tool, see the article and tutorial here.
|Implementation Dashboard||The Implementation Dashboard is the tool used during the initial client onboarding to import exisitng policies into PolicyStat. For more information and directions on how to use on this tool, see the article and tutorial here.|
*NOTE: Some terminology may vary based on local preferences and settings. Area may be known as Policy Area, Department, Category, or another term.
This article applies to the following user roles: