Help for Site Administrators
Help with the special features granted to Site Administrators.
Getting Started as a Site Administrator
User Management
- Why can't a user's data be edited (fields greyed out) or updated in PolicyStat?
- How do I Create a New User?
- How do I set User Permissions?
- How Can I Set Permissions on Multiple Sites for a User?
- What is a Proxy and how do I act as one?
- How do I give a user permissions as a site administrator?
Policy Area Management
- How do I Create a New Area?
- How do I Make Edits to an Area?
- How do I Rename a Policy Area?
- How Do I Hide (or Show) an Area From View?
- How do I set User Permissions by Area?
- Can I Update the Expiration Period for Policies in Bulk?
Approval Workflow Management
- How do I create an Approval Workflow?
- Why Should I Require the Owner's Approval on Step 1 of an Approval Workflow?
- How do I Edit an Approval Workflow?
- Can I duplicate an Approval Workflow?
- Can I delete an Approval Workflow if I don't need it?
- Can I report on all workflows and who is assigned to them?
Policy Management for Site Admins
- Can I set the default area/workflow on a policy?
- How do I start the approval process in bulk if the documents are not yet due for review?
- How can I Change the Original Date on a Policy?
- How do I Add an Approver to a Document without Advancing the Approval Workflow (Approval Simulation)?
- Is There a Standard Policy on Policies?
- How can I see what changes or revisions have been made to documents?
Reports
- Can I generate a report of what policies are Active during a specific time frame?
- How can I see a list of all the Site Administrators?
- Can I report on all hyperlinks found in policies?
- Is there a report that identifies when acknowledgments assignments were assigned and/or completed?
- Can I report on all policy attachments across my site?
- Can I view retired policies by area?
PDF Backups
Guest Access Links
Site Configuration
- Can I have a phrase, header, or footer on all policies?
- How do we change our organization name in the Change Location selection menu?
- How do I set or edit the welcome content?
- How do I request to have a site deactivated that is no longer going to be used?
- How do I update a template with an entirely new format?
- Can I display all of the revision dates for my policy?
Applicability / Systems
HUB
Site Administrator Resources
- How can I determine what sites are under our customer account?
- Is there a sandbox or training site that I can test things in?
- Why were my images updated by System Maintenance?
- Can access to PolicyStat be limited by IP?
- What are the character limits for fields in PolicyStat?
- How can I audit my PolicyStat policies and processes?