- Ensure that systems and processes are being optimized
- Assess policy management to stay compliant
- Microsoft Excel or similar spreadsheet program
Do you have turnover of employees that have not been updated in PolicyStat? Are you AD integrated to help with that?
Visit the User Management section for resources on deleting, merging, and managing your user accounts.
Documents Pending Approval
Do you have documents that have been languishing in the approval process?
Using the Policies Pending Approval Report, you can view all policies that are waiting on Approvers, how long they have been waiting, and even generate an email notifying the needed user. View the report directly in PolicyStat or download and view/share as a CSV file.
Documents Due for Review
Do you have documents that have not begun the approval process and are past or near their expiration date?
Policies that are past due or coming due for review are displayed on the Home tab. Following the link in the Due for Review header will open the full report. Learn more about the report in this article.
Do you have a lot of broken hyperlinks in your documents? Are you policies linking to the correct pages?
You can get a report of all the links included in your policies and where those links are directed by simply running the Hyperlinks Report in the Site Admin tab. Learn more about the report in this article.
Search Statistics Insight
Are there gaps between user searches and content available?
Use the data collected in PolicyStatistics to see what your users are searching for and when they aren't able to locate the desired policies. Filter your report to drill-down into the content to find the specific sites (if you are apart of a system) that may be encountering issues.