Training Cheatsheet

For additional help, visit support.policystat.com or contact .

Support Hours: M-F 8-8 EST (317) 644-1296 Press 2

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Topic / Quick Overview / Notes
Searching / Search field returns full text search results, similar to Google.
Tabs are filters to narrow search results.
Reports can be generated from search results
User Notifications / 1) User receives email to notify need for action/review
2) Home tab displaying action items
3) Notifications tab (top right)
Policy Lifecycle /
Approval Workflows / Sequence of users who review, edit, and approve a PolicyStat document as required by the assigned revision period or edits.
Start Review Process / 1) Individual Review or Bulk Review
2) Review/Edit to Make Modifications
Policies Requiring Approval / 1) Bulk Approve (Only if unchanged)
2) Approve/Reject one by one
3) Show Changes to review
Editing / Changes will be made directly on the PolicyStat site using the onlineweb editor.
The editor will have a toolbar that will scroll and move with you on the page as you edit.
Attachments & Images / Common attachment types for Forms or other needs: Spreadsheets, PowerPoints, PDF, images
Hyperlinking / Create hyperlinks to external sites, between two policies or to external pages or forms.
Policy Properties / 1) Owner
2) Policy Area
3) Approval workflow
4) Review Period
Collaboration Commenting / 1) Locate comments area at the bottom of the Pending Policy
2) Enter comments and press Add Comment
3) Notifications are sent to all other users involved in the policy each time a new comment is added
Inviting others will allow users who are not a part of the Approval Workflow to comment and suggest changes. Invite to comment requires a PolicyStat account.
Assigning Acknowledgments / 1) From the Home tab, click Assign Acknowledgments
2) Select user(s) or user groups
3) Locate policies to assign
Recurring Acknowledgments / You can select the option to have acknowledgements automatically re-assign when a policy is revised.
Policy On Policies / Document review on key points in PolicyStat
Learning Center / 1) HelpGuide tab located on the right side of every page. This will provide step by step guides and in-product walkthrough
2) Tutorials link located at the top of every page that will take you directly to the learning center.

For additional help, visit support.policystat.comor contact .

Support Hours: M-F 8-8 EST (317) 644-1296 Press 2

To participate in upcoming webinars, visit