Navigating the Newest Enhancements in Policy Manager

The landscape of document administration is shifting, and Policy Manager is evolving right along with it. Recently, several new features were integrated into the platform to streamline oversight and simplify the editing process. From enhanced reporting capabilities to a more intuitive approval workflow, these updates are designed to save time and reduce the manual effort typically associated with policy maintenance.

One of the standout additions is the robust ability to generate Policy Log PDFs. This feature provides administrators with granular control over their audit trails. Whether you need to review the history of a single specific policy, an entire policy chapter, or every change made across the system within a specific window of time, the tool adapts to your needs. This flexibility extends further, allowing for time frame filtered logs even when narrowing your focus to a single chapter or document.

Transparency is key when managing organizational standards, which is why the new “Draft Status” and filtering tools are so impactful. Now, when a user modifies a policy, the document is automatically assigned a draft status until it receives formal Board Approval. To make managing these pending updates easier, a new “Has Draft” checkbox has been added to the primary policy list. By selecting this, administrators can instantly isolate every document with a pending change, allowing them to quickly generate PDF Redlines to send to the Board for final review.

Finally, the actual process of building out policy content is now faster and more automated. Creating a Sub-Provision is now easier than ever before. While using the “Update All” feature, users will notice an “Add Sub-Provision” button conveniently located beneath each provision. Selecting this button automatically creates and correctly numbers a new sub-provision directly under the section you are currently working on, ensuring the document remains organized without extra clicks.

Strunk can help automate your policy management process. Contact Strunk at info@strunkaccess.com, call us at 800.728.3116, or for more information visit https://strunkaccess.com/compliance-software/#policies. Stay tuned for more updates in the future!