Objective:

• To understand the role Site Administrators play in a PolicyStat system.

Environment:

• PolicyStat

Additional Information:

As the role with the most responsibilities in PolicyStat, there can be some confusion about what describes a Site Administrator and what they are specifically responsible for.

Site Administrator Description

• The highest level of permissions as outlined here.
• Subject matter expert for PolicyStat at your local site.

Answer:

During Implementation

• Partners with PolicyStat during implementation to complete configuration.
  
  • Participates in all implementation calls
  • Submits policy samples by email
  • Uploads policies for conversion
  • Resolves holds on conversions
  • Configures your site with our team, including:
    
    • Areas
    • Approval Workflows
    • Permissions
    • Templates
    • Coordinates training for users

After Implementation Is Complete

• Serve as the primary point of contact for PolicyStat questions for your users
• Manage user accounts and permissions
• Maintain workflows
• Run Admin reports
  • Backup PDF copies of documents on a regular basis (quarterly recommended)
    • PolicyStat offers a paid service to run PDF backup for you on a regular interval.  Contact PolicyStat Support for more information.
  • Download CSV index of active policy data on regular intervals
• Provide the first line of user support:
  
  • Answer general questions
  • Provide guidance for use
  • Password reset
  • Troubleshooting
  • Escalate issues and concerns to PolicyStat Support when necessary