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Phil Havlik

I manage all aspects of the Learning Center at PolicyStat including the Knowledge Base, Education series, User Community, and our in-product HelpGuides. I appreciate any and all feedback our users have about how we can make your PolicyStat experience even better.

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Activity overview

Latest activity by Phil Havlik
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    Phil Havlik created an article,

    How do I remove recurring acknowledgments?

    Objective: This article will describe how to remove recurring acknowledgments.  Environment: PolicyStat Additional Information: When a recurring acknowledgment is assigned, the assigned party wil...

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    Phil Havlik created an article,

    What are Alternatives to Editing a Policy in PolicyStat?

    Objective: To review alternative actions when editing a policy through the PolicyStat Editor is not the appropriate or ideal choice.  Environment: PolicyStat Answer: Collaboration and Commenting Fe...

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    Phil Havlik created an article,

    How Do I Create a Stub Policy?

    Objective: Review the process for how to create a stub policy  Environment: PolicyStat Additional Information: Some files are not independent policies, but also are not associated with a parent...

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    Phil Havlik created an article,

    Why are the logos for my facility appearing blurry, distorted, or off in some other manner?

    Issue: The local site logo appears blurry, distorted, off, in some way. Environment: PolicyStat Cause: The most common cause is the image being used does not comply with the specific size requi...

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    Phil Havlik created an article,

    How do I replace or rename an existing PDF, image, or other attachment?

    Do you need to replace or rename an attachment for a policy? This interactive tutorial showcases the steps necessary to add an attachment to a new or existing policy. If the name of an attachment n...

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    Phil Havlik created an article,

    What are Approval Workflows?

    Objective: To understand the basics of Approval Workflows. Environment: While a policy proceeds through the Approval process in PolicyStat. Answer: What are Approval Workflows? Approval Workflo...

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    Phil Havlik created an article,

    Monthly Feature Review

    This 30-minute session is a chance to overview new features we have launched this month and a preview for next month. It’s also your chance to provide us with feedback: What did you like? What did ...

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    Phil Havlik created an article,

    Do You Have Printed Handouts That I can Give my Users?

    Objective: Locate instructional handout materials to help with training users. Environment: PolicyStat PolicyStat Learning Center Answer: Searching For guests, staff, or users needing to know h...

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    Phil Havlik created an article,

    How do I Delete a Reference Tag?

    A Site Administrator can rename, merge, or delete Reference Tags in PolicyStat. Reference Tags are the default title for what can be terms, numbers, phrases or any other representation to categoriz...

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    Phil Havlik created an article,

    How do I Merge a Reference Tag?

    A Site Administrator can merge, rename, or delete Reference Tags in PolicyStat.  Reference Tags are the default title for what can be terms, numbers, phrases or any other representation to categori...