Advanced Policy Management Setup

Tools For a More Automated Policy Management Process

For bigger or more complicated businesses that have more policies, employ more people, have multiple locations, and/or secure more stakeholders, policy management can get complicated to manage.

The Advanced Package includes policy management options designed to provide more control of each aspect of the policy management process and simplify the policy manager's job.

These are some of the conditions of a business or employer who the advanced package would be good for:

• more employees, typically over 1000 and as few as 100, there is no limit on the number of employees
• more policies, with more frequent or ongoing policy revisions and updates
• more administration needs, separate Admin users for each department or location, direct control of the policy editing and version control for each policy

There is no limit to the number of people (employees) in an account. And they do not have to be employees. Some Clients use the system for stakeholders including Board Members, contractors, suppliers and their customers. Options at this level include the ability to track multiple departments, stakeholder groups, and locations giving you control and simplicity in the management of all your policies.

The Advanced setup is designed to allow for many policies. There is no limit to the number of policies you can have in your account.

The complication of having a lot of policies is that there may be multiple people who are the policy owners each needing to maintain their policy materials. Some policies are reviewed once and some are reviewed each quarter so scheduling the process for the policy owners to review the materials becomes challenging (without a system that does it for you).

This combination of more employees, more policies, and more administrative capabilities are what makes the Advanced package a better fit than the Basic package in some situations. It still provides for a fast setup as many of the options can be enabled or turned on or off as these requirements are handled through configurations instead of customizations. The Precise Fit package works most the best when you need to customize the system to work for you and your policy management needs.

Let us know if you have any questions about which package is right for you.

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