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?
- How do I give a user permissions as a site administrator?
- How do I Change a Username?
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?
- 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?
Reports
- Can I generate a report of what policies are Active during a specific time frame?
- Can I report on all hyperlinks found in policies?
- Can I report on all policy attachments across my site?
- Can I view retired policies by area?
- How can I pull a count of policies by a single site or applicability group?
- How do I print an index of policies in Excel?
PDF Backups
Guest Access Links
Site Configuration
- Can I have a phrase or blurb 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
- Can our policies be translated into different languages?
- Why were my images updated by System Maintenance?
- What are the character limits for fields in PolicyStat?
- How can I audit my PolicyStat policies and processes?
- When does PolicyStat Run Site Maintenance?
- How can I Provide Feedback?