PolicyPartner: Policy Editing – Basics
The below resources will guide a PolicyPartner administrator through basic creation and editing features such as changing a title or policy number, attachments, hyperlinks, merge fields, creating/copying/moving/deleting/reactivating a policy. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. Creating a … Continue reading “PolicyPartner: Policy Editing – Basics”
PolicyPartner: Policy Editing – Advanced
The below resources will guide a PolicyPartner administrator through advanced editing features such as copying/pasting content from another document, inserting images, creating tables, adding/removing a policy section, and resetting the view count. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if … Continue reading “PolicyPartner: Policy Editing – Advanced”
Access PolicyPartner in Vision
The below document will review the various places in the Learning Center that learners can access PolicyPartner directly in Vision!
Add PolicyPartner Links to Vision Courses
Are you a Vision and a PolicyPartner client? If yes, then great news! Adding PolicyPartner links to manuals/policies into a custom course is super easy!! See below for instructions:
Manage Policies in PolicyPartner
This article outlines the resources available in the Client Resource Center (CRC) to provide help for PolicyPartner system administrators, editors, and collaborators. EACH GUIDE LISTED BELOW CONTAINS A HYPERLINK THAT CAN BE CLICKED TO GO DIRECTLY TO THE INFORMATION TO BE REVIEWED OR DOWNLOADED IF NEEDED. Policy Editing Basics: These resources will guide a PolicyPartner … Continue reading “Manage Policies in PolicyPartner”
How can I manage login credentials & user permissions in PolicyPartner?
The below resources will guide a PolicyPartner administrator through the steps of creating and assigning permission statuses for users. Information also is included on updating passwords and deactivating users. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. User Permission … Continue reading “How can I manage login credentials & user permissions in PolicyPartner?”
How can I collaborate within PolicyPartner?
PolicyPartner administrators will find assistance with the collaboration feature in the below guides, including creating and publishing a collaboration. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. Collaboration – Create: Refer to this guide for steps to collaborate in … Continue reading “How can I collaborate within PolicyPartner?”
PolicyPartner: Printing
The below resources will help PolicyPartner administrators with printing a policy, manual, and Table of Contents. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. Printing a Manual: Refer to this guide for steps to print an entire manual. Printing … Continue reading “PolicyPartner: Printing”
PolicyPartner: Policy Change Notifications – Email, Bulletin Board & Inbox
The below resources will assist a PolicyPartner administrator in how to create notifications when saving changes to a policy, how to email a policy, and how to create a Bulletin Board post. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if … Continue reading “PolicyPartner: Policy Change Notifications – Email, Bulletin Board & Inbox”
PolicyPartner: Versions & Audit Trail
PolicyPartner administrators can find information below on how to access and print a previous version of a policy and locate a Notification Log of all changes made to the platform. Each guide listed below contains a hyperlink that can be clicked to go directly to the information to be reviewed or downloaded if needed. Viewing … Continue reading “PolicyPartner: Versions & Audit Trail”
PolicyPartner: Manual Editing Basics
PolicyPartner administrators will find assistance with manual formatting in the below guides. Detailed information is provided on how to change a manual’s section headings, logo, and font size/style. EACH GUIDE LISTED BELOW CONTAINS A HYPERLINK THAT CAN BE CLICKED TO GO DIRECTLY TO THE INFORMATION TO BE REVIEWED OR DOWNLOADED IF NEEDED. Creating/Deleting/Reactivating a Manual: … Continue reading “PolicyPartner: Manual Editing Basics”
Learning Center: PolicyPartner
The below document will review the various places in the Learning Center that learners can access PolicyPartner directly in Vision!