Help for Site Administrators
Help with the special features granted to Site Administrators.
Getting Started as a Site Administrator
User Management
- 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 to set a user as a site administrator
- How do I Change a Username?
- How do I merge duplicate user accounts?
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 is the Policy Owner's approval required on the first step?
- 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
- 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
- How do I update a template with an entirely new format?
- 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?
Applicability / Systems
Site Administrator Resources
- 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?
- What Does Enabling "Any-Site Login" do?
- Reduce the number of Approval Workflow Templates by Requiring Document Owner's Approval