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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,

    What does a Site Administrator do?

    As the role with the most responsibilities in PolicyStat, there can be some confusion about what describes a Site Administrator and what they are specifically responsible for. Site Administrator De...

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    Phil Havlik created a post,

    SOP formatting / Templates

    We've heard from several interested users about the need for a template to structure their Standard Operating Procedures (SOP). What recommendations do you have regarding this document type?

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    Phil Havlik created an article,

    Identifying Approvers

    As a Site Admin, it may be useful to identify a list of all users in your site who are serving as Approvers on an Approval Workflow.   Generate an Approval Workflow Report To identify which users a...

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    Phil Havlik created an article,

    User Permission Report

    As a Site Admin, it may be useful to identify a list of all users in your site who have elevated user roles or permissions. For example, quickly identifying which users on your site have access to ...

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    Phil Havlik created an article,

    How to Schedule an Effective Date

    By default, as soon as the final Approver on an Approval Workflow marks their approval, the pending policy moves to an Active status and will be viewable by all PolicyStat users. The Scheduled Effe...

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    Phil Havlik created an article,

    Working with Numbered Headings

    Many policies contain numbered lists to organize the display of content. However, some of these lists can become rather long making proper navigation challenging for users.  To ease the navigation ...

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    Phil Havlik created an article,

    Scheduled Policies Report

    Policies with a Scheduled status can be located by opening the Scheduled report. The list of displayed policies can be shown as Pending or Scheduled, or if desired, both. The list can also be narro...

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    Phil Havlik created an article,

    Turn Off Edit with Word

    By default, policies can be created or edited via the PolicyStat Editor or within Microsoft Word documents. For more on how to create new policies, see this article. For more on how to export exist...

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    Phil Havlik created an article,

    Label Changes for Scheduled Effective Date

    By default, as soon as the final Approver on an Approval Workflow marks their approval, the policy moves from a status of Pending to Active and will be viewable by all PolicyStat users.    The Sche...

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    Phil Havlik created an article,

    Table of Contents

    The Table of Contents feature can help users navigate to the content they need quickly and easily. Table of Contents (01:13)   ================================================== Table of Contents W...