How can I convert my paper policies to an online policy system

Policy Manuals have been around for a long time. And if you asked someone to describe a policy manual in the past, most people would refer to a physical manual in a binder.

This has changed as we shift from paper to electronic to save costs and be easier to maintain and manage.

That one change from a binder and printed pages, to an electronic format, can save your organization hundreds to thousands of dollars every year.

How do I convert a paper policy to an online policy system?

How do I do standard operating SOP training online?

This are two of the questions we get the most, when someone has made the decision to move to an online policy review and online procedure training process. When you have never done something it is difficult to know what is possible, what is realistic, and what others have done. This is a checklist of the main steps to quide you when switching to online.

Online Policy Builder Checklist:

  • Choose material format (text, image, PDF, audio, video).
  • Assemble materials in electronic format.
  • Create an online account.
  • Upload policy materials.
  • Enable options (testing, ROD, and sign off)
  • Policy Testing
  • Live Use

When you are ready to talk about what's possible, the Contact Us page has an email form, or give us a call. And when you know what you want click on the Express Rate Request to get the discussion started. 

We look forward to hearing from you!



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