TotalCompliance’s templating system allows policy creators to maintain consistent formatting across all policies and procedures. Emails are sent and web parts can be placed on any web page to ensure that there are no excuses! TotalCompliance offers all of the necessary features for policy and procedure creation, distribution and attestation. With TotalCompliance, distribution and attestation can be more accurately tracked, quizzes can be as complex as needed with a variety of question types, and workflows are easily automated and configured to ensure policies are created and updated in a timely manner. All Rights Reserved. Is anyone using a SharePoint Wiki, HTML, or some other format to document business processes? SharePoint lacks a rich templating system to create documents and policies, because it is primarily a document sharing and collaboration platform. Document Management Procedure Flowchart Example - Swimlane Style Document Management Principles The documents have to be formally managed with relation to content, naming, numbering, and authorization. Retention, to ensure that work-in-progress content is not kept for an unnecessarily long ti… This might seem like an obvious one, but selecting SharePoint as your document management system of choice is the first step to success. One of the biggest trends in SOP management is how some of the country’s biggest organizations are migrating to SharePoint and adding new functionality to their existing platform. SharePoint is big, really big! Because it is built on SharePoint, our Policy Management Software offers unique features that were designed with you in mind. How to create an intelligent document management process using SharePoint and Flow – Part One June 8, 2019 by Daler Sayfiddinov 11 Comments In most organizations, there is a business process in the system which aims to store and send document packages. To view all of the features for a policy management system, please look (and contribute) at "Policy Management Software - Features" on List.ly, or find out how DocRead for Sharepoint can help with ensuring policies are distributed. Smart Move means that once you assign a document to group with DocRead, DocRead will then take care of dynamically assigning reading task to the members of the group for as long as it's assigned. We knew as our customers used it they would be instrumental in driving it's direction. 297 Kingsbury Grade, Suite 1180 The daily problem organizations face are: . Obviously, there are situations where employees don't read documents and these are sometimes the things that are of most interest to organizations. Organizations need to protect themselves, their customers and their shareholders. We can also put you in contact with some of our customers so you get the real view of what they think! There are many features we are really proud of. From create policies in SharePoint to scheduling reading tasks for employees, and tracking procedural compliance through reports and dashboards, learn how to maximize your investment in SharePoint for successful policy management. I have 25 users that are all employees under the same Office 365 subscription. Real-time data tracking and monitoring for proving compliance in the event of audits are an incredibly important factor to a robust policy management platform and is a feature that SharePoint does not offer. It has all of the authoring and collaboration features, but falls short of the distribution and tracking side. In this course, Gini Courter shows you the basics you need to get started using Microsoft SharePoint Server 2013 for business collaboration and real-time documentation sharing. +1 (800) 317-2820 It is also important to note that for policy management, many of the features you need in SharePoint, such as workflow customization, require integration with other Microsoft Suite programs, which may be an additional cost if you don’t already use those programs. It Microsoft's fastest selling server product ever! When it comes to policy and procedure management and ensuring compliance, using software specifically focused on policy management can only improve your company and its compliance statistics. This article contains a high-level description of the various elements of a document management solution that is based on SharePoint Server. SharePoint lacks an organized, configurable distribution and attestation process as a standard capability. Click Add a retention stage for records… 2. Users can easily prove distribution efforts and attestation. Quickly browse through hundreds of Policy Management tools and systems and narrow down your top choices. Beyond Intranet’s Knowledge Management add-in helps to capture and share the key information within your company that enables effective decision making and accelerating company growth. ComplianceBridge Corporation Written by ComplianceBridge Policies & Procedures Team on April 1, 2019. Managing the life-cycle of a policy is a big challenge. Unlike SharePoint, TotalCompliance maintains detailed records of who has read, tested and signed off on new policies and procedures and can generate custom reports for auditing purposes. Since its early incarnations SharePoint has placed document management at the very core of what it does. Find and compare top Policy Management software on Capterra, with our free and interactive tool. moreinfo@compliancebridge.com. SharePoint includes no ability to create quizzes to ensure employee understanding and compliance with new policies and procedures without expensive customization. For many reasons including the current global economic crisis, increasing global trade and even the introduction of the internet has meant the regulatory burden on organizations is now heavier than ever. Attempting to configure it to manage your policies and procedures leaves you with gaps in areas such as employee compliance, attestation, reporting and audit tracking. Some would say that the ability to place a reading list web part on any page in any site and see your reading in one place is the killer. Document Management is SharePoint's biggest strength. Questions can also be weighted for improved scoring. It has all of the authoring and collaboration features, but falls short of the distribution and tracking side. Find out more about TotalCompliance’s Policy & Procedure Software, as well as its Risk Management Software by watching a two-minute demo. TotalCompliance can also do more than just manage policies. You can use SharePoint for managing documents - if you set it up correctly. Tracking data in reports uniquely designed for proving compliance in the event of audits is an incredibly important factor to a robust policy management platform. It allows the users to find the previous version of a document without latest changes or compare changes with the most current copy. The lines between where SharePoint ends and DocRead starts are very blurred. Filter by popular features, pricing options, number of users, and read reviews from real users and find a tool that fits your needs. Document management controls the life cycle of documents in your organization — how they are created, reviewed, and published, and how they are ultimately disposed of or retained. It is also critical to meeting regulatory and compliance requirements as well as avoiding fines from overseeing agencies. Our organization uses Salesforce as well, and Salesforce has a pretty powerful KnowledgeBase tool, but I'd prefer to keep our processors in SharePoint since that is … Here are the top 10 features that a fully functioning Policy and Procedure Management system must provide so that policies are known to all, easily accessed and always current and correct. Over a dozen test metrics help users construct exams that are as simple as yes/no questions or as difficult as fill-in-the-blank. I am using SharePoint Online as a document management system. The first step to success very core of what they think make a product Microsoft. Need to protect themselves, their customers and their shareholders of those exams already done.. A strong policy and Procedure, FAQ, best Practices & document Templates exams that all. 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