One of the first things a surveyor/auditor asks for when they come on site is a list of all documents that have been modified or removed, along with the reason for the change.

This information can be gathered quickly from a single PolicyStat report.

Summary of Changes / Revised Policies Report (01:49)

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Required Summary of Changes

Whenever a user with access to the Editor (Owner, Approver, Area Owner, Area EditorArea Manager, Site Administrator) modifies a document in a way that a surveyor would care about, they are required to leave a comment describing why they took that action.

Modifications that require a summary of changes include:

  • The title
  • The content
  • The category
  • The restricted status
  • Applicability
  • Modifications of dates  
  • The Approval process

NOTE: A summary of the changes must be at least 8 characters long. 

 

Revised Documents Report

These summary of changes for each are then displayed (along with details about who made the comment and when) within the Revised Documents Report.

  1. Click the Admin tab
    Area_tab.PNG

  2. Under the Reports column, click Revised Policies.
    Reports_with_Areas.PNG
  3. If needed, filter by Area (1) or date since revision (2). Alternatively, click Find Revised Policies without any filters to view all applicable policies.
    filter2_area.png

  4. The summary of changes displays within the content.

  5. This report can be easily exported to a CSV file (opens in Microsoft Excel), printed, and provided to the surveyor (or other required parties).

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This article applies to the following user roles:

ownerapproverAreaEditoramanager_sm.pngSiteAdmin

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