Help for Site Administrators
Help with the special features granted to Site Administrators.
Getting Started as a Site Administrator
Policy Management for Site Admins
- How can I Change the Original Date on a Policy?
- Can 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?
- Where can I find a list of active policies that have attachments?
- How Do I Retire a Policy?
Reports
PDF Backups
Guest Access Links
Site Configuration
- Can I display all of the revision dates for my policy?
- Can I Turn off Notifications for all Users?
- Why are the logos for my facility appearing blurry, distorted, or off in some other manner?
- How do I change the Author and References Labels in a Header?
- How do I change the Date Labels in a Policy Header?
- What is the Site Configuration Menu?
Applicability / Systems
Policy Area Management
- How do I Rename a Policy Area?
- How do I Create a New Area?
- How do I Make Edits to an Area?
- Can I verify who renamed an Area?
- How Do I Hide (or Show) an Area From View?
- How do I set User Permissions by Area?
Approval Workflow Management
- How do I create an Approval Workflow?
- How do I Edit and Approval Workflow?
- Can I duplicate an Approval Workflow?
- Can I delete an Approval Workflow if I don't need it?
- Why is the Policy Owner's approval required on the first step?
- How do I display approval workflow step description labels in the approval list at the bottom of a document?
User Management
- How do I restore a user account?
- How to set a user as a site administrator
- How do I Deactivate / Delete Users?
- How Can I Set Permissions on Multiple Sites for a User?
- How do I Create a New User?
- How do I Create User Groups?