All our customer feedback leads to the fact that DocRead is also extremely easy for end-users to use and requires minimal training. Organizations are either in the process of moving their documents to SharePoint, or have already done so. moreinfo@compliancebridge.com. 1. TotalCompliance’s templating system allows policy creators to maintain consistent formatting across all policies and procedures. In this post I wanted to go over some of the main reasons why organizations need Policy Management Software in SharePoint and why using SharePoint and DocRead to manage your policy compliance is the obvious choice. We wanted to make a product that Microsoft themselves would have made - had they had time. Join us as we demonstrate how you can easily store policies and procedures anywhere in your SharePoint farm and leverage tools within SharePoint to find them. 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. +1 (408) 689-8205 297 Kingsbury Grade, Suite 1180 We're experts that can help you set up SharePoint document management, optimize it & leverage it for your business. I have created over 400 procedures as individual list items. SharePoint includes no ability to create quizzes to ensure employee understanding and compliance with new policies and procedures without expensive customization. As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer.To view a list of the required features for a policy management system, please look (and contribute) at "Policy Management Software - Features" and "Benefits of using SharePoint to manage policies and procedures"on List.ly. This SharePoint system can be used as a personal cloud with storage, archiving and tracking abilities. Although your company may already be using SharePoint, it is not a system built for policy management. However, during a recent demonstration, it dawned on us that we have been underselling our 'killer feature'. This is why we built DocRead and why we have many happy, FSA fined Willis Limited 7 million pounds. 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. Compared to policy and procedure management systems, SharePoint is very weak in the areas of policy distribution, employee compliance, attestation, reporting and audit tracking. SharePoint is used for document management more than anything else. How to create, maintain, version and publish policies. For as long as companies have existed, they have been regulated by governments, councils, watchdogs, regulatory bodies, shareholders and acts of law to name but a few. You likely use Microsoft Office 365 – or certain components of it – to fulfill your business processes. It has all of the authoring and collaboration features, but falls short of the distribution and tracking side. There are many features we are really proud of. A perfect illustration of this is the up and coming quiz module which will be released by the end of the year. It's something we take for granted, but it's also something that offers such power and a high degree of automation. If you’re like most companies, you need a powerful policy management system. Policy management software is a tool that allows you to organize, edit, review, and distribute your policy and procedure documents. Organizations need to protect themselves, their customers and their shareholders. SharePoint 2013 Information Management Policy with Workflow If you’ve ever wanted to set an Information Management Policy for a SharePoint 2013 document library and weren’t sure how to go about doing this, well this post if for Click Add a retention stage for records… 2. I have 25 users that are all employees under the same Office 365 subscription. As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post explains how SharePoint’s document management features can be used to help manage the creation and revision of a policy or procedure. Where organizations don't comply, it's common practice for large fines or even prison sentences for owners and / or employees to be received. To learn how TotalCompliance is the best platform for the job, schedule a demo today! Obviously, there are situations where employees don't read documents and these are sometimes the things that are of most interest to organizations. Some would say that DocRead's ability to work on documents already managed in SharePoint is the killer. 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. Ultimately, a P&P software is the best choice for your company to effectively manage policies and guarantee compliance. 2. In contrast, a P&P software like TotalCompliance provides all of its features already within the program, with no extra software integration needed. Microsoft Office 365 has built-in SharePoint Online. All Rights Reserved. Employees will be notified of policy delivery and their review and attestation will be tracked and supervisors notified. For as long as companies have existed, they have been regulated by governments, councils, watchdogs, regulatory bodies, shareholders and acts of law to name but a few. A product commonly utilized by organizations and enterprise companies is Microsoft SharePoint. You can use SharePoint for managing documents - if you set it up correctly. ComplianceBridge Corporation Users can easily prove distribution efforts and attestation. 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. The beauty of using SharePoint for policy management is that you can use all of the tools that you are familiar with and extend it in virtually unlimited ways. As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer.To view a list of the required features for a policy management system, please look (and contribute) at ", In this post I wanted to go over some of the main reasons why organizations need. Read more on Smart Move. 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. They must also specify the number of days a user has to read the policy. It allows the users to find the previous version of a document without latest changes or compare changes with the most current copy. I am using SharePoint Online as a document management system. Join Gini von Courter for an in-depth discussion in this video, Creating a document center for policies and procedures, part of SharePoint 2013 Essential Training. To answer this question, we will be comparing SharePoint with TotalCompliance by ComplianceBridge, a platform specifically designed and intended to streamline the policy and procedure management life cycle. That feature is 'Smart Move'. Managing the life-cycle of a policy is a big challenge. 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. We knew as our customers used it they would be instrumental in driving it's direction. Keeping documentation on policies, procedures, and guidelines up-to-date – and making sure the responsible employees read and abide by them – is one of the major headaches of many businesses. However, SharePoint is missing some key features to make it viable as a way to fully manage, track and distribute policies. Questions can also be weighted for improved scoring. 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Create, maintain, version and publish policies how to track who has read policy...