PolicyTech Software


 

PolicyTech is a policy and procedure management solution from NAVEX Global suitable for all industries including healthcare, financial services, manufacturing, retail, government, energy and law enforcement.

PolicyTech offers tools for creating new documents, updating important policies due to regulation changes and managing automated workflows through writers, reviewers and approvers. PolicyTech integrates with Microsoft Word, enabling users to edit documents directly in the solution using a browser-based interface.

Once approved, policies are delivered directly to employees with automatic attestation tracking. The solution allows employees to access necessary documents on any mobile or tablet device with search access. Should any potential issues arise, audit-ready reporting provides insight into who has viewed the documents, which versions have they attested to having read and what score they attained on the optional quizzes created for comprehension.

 

PolicyTech - Document search
 
  • PolicyTech - Document search
    Document search
  • PolicyTech - Mobile menu
    Mobile menu
  • PolicyTech - Dashboard
    Dashboard
  • PolicyTech - Document browsing
    Document browsing
  • PolicyTech - Questionnaires
    Questionnaires
  • PolicyTech - Departments
    Departments
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

28 Reviews of PolicyTech

 

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Software Advice Reviews (13)
More Reviews (15)

Showing 1-13 of 13

Ken from Superkengaming
Specialty: Software / Technology
Number of employees: 1 employee Employees number: 1 employee

November 2016

November 2016

A Bit Old School

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

PolicyTech will give you all you need for the most part, and there is a 30 day trial to try things out before you commit..
But there seems to be no fixed pricing, it must be requested. (What is this, 2003?)
But is customizable to fit your companies needs.

 
 

Jeff from Google Search Tips
Specialty: Software / Technology

April 2016

April 2016

Great support and effective management

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

This vendor has good support team and provides quick responses. It can be helpful to manage images and video documents.

Likes Least

I would like this to be integrated with CMS sites (like WordPress etc.) It will allow keeping images uploaded directly from the wordPress admin.

Recommendations

They provide great features and provide good support as well.

 
 

Alan from Ftech int.
Specialty: Software / Technology

April 2016

April 2016

Great digital media manager

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I keep my signed agreement documents on this App. It’s a great way to keep agreements and I don’t need to search for files anymore on various places. It seems a great digital media manager.

Likes Least

It works great and provides all required features to me.

Recommendations

I like this to keep my important documents (Primarily PDFs). It keeps the document secure and makes these available on demand.

 
 

Nicole from ITHACA
Specialty: Software / Technology

April 2016

April 2016

Backups can be made online now!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

With policytech, I can keep my files backup online and access from anywhere. This software helps with keeping my important documents and images secure. No need to worry about keeping files on my local drive.

Likes Least

UI seems with old design. It can be improved with latest design approach.

Recommendations

Great way to manage files. Can be used for anyone who wants to keep online file backups.

 
 

Pankaj from ITG
Specialty: Pharmaceuticals

March 2016

March 2016

My data is backed up using this tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

This software helps me to keep my data backed up on the internet. I can use my data files when needed. The files are kept securely on the online servers (Not sure where exactly), but the good thing is that I can use them anytime. It also let me share files as needed and helps me with collaboration with others.

Likes Least

I guess everything is fine with this software. But the support system can be a little better. I would also like the price to be little less than what it is. Free trial time should be extended.

Recommendations

You guys can keep your data backup using the online servers of this software. It is good to keep important data files when you don’t have enough storage on your local computer or mobile devices.

 
 

Suraj from ITG
Specialty: Software / Technology

March 2016

March 2016

Documents Collaboration and management tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

We have been able to manage our documents (Business docs and agreements), on the Policytech application. The docs can be uploaded easily and can be uploaded with slow connections as well. Files can be downloaded when needed.

Likes Least

Multi file upload functionality needs some improvement. I can upload files one by one easily. But Once I drag several files together, it slow down the upload time.

Recommendations

Looks good to manage files online. Can be used with anyone to keep files secure on the internet.

 
 

Austin from IdealU
Specialty: Software / Technology

March 2016

March 2016

Nice file management with Auto reminders

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Policytech is a great file management app. Managing huge files is even easier with policytech. I can also setup the reminders and get auto email reminders when needed. It helps me being on schedule.
Recovering

Likes Least

Files recovery and revision history would be good to have there. Most other functionality looks great. But some more features can be added.

Recommendations

The best feature I like about this app, is that it has auto email reminders. This is really great feature to have and it keep me on schedule. So I can recommend it.

 
 

Matt from IdealU
Specialty: Software / Technology

March 2016

March 2016

Document management has been easier with Policy tech

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Policytech provides flexible and easy way to manage the documents and the content. I have been able to manage contracts easily using this software. The mobile apps helps a lot to manage the docs using the mobile devices.

Likes Least

UI can be improved a lot. the functionality is great but interface is lacking.

Recommendations

I guess you can start using it and see the functionality. Interface is not well so that could be a concern, but functionality works fine here.

 
 

Casey from GrapeTree Medical Staffing
Specialty: Professional Services

September 2014

September 2014

PolicyTech

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I think PolicyTech is a great resource for business and could potentially be utilized in a university level. I will be recommending it to my professors to utilize in their courses.

Likes Least

I think there is some work that could be done in the functionality to make it more efficient, but the concept is there.

Recommendations

I think there could be a some effort put into the design aspect of the software to make it more welcoming to newcomers. It seems a little intimidating at first glance, but once you understand what you are getting into, it is easy as pie.

 
 

Tim from GrapeTree Medical Staffing
Specialty: Healthcare

August 2014

August 2014

PolicyTech is great for our business!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like its ease of use.

Likes Least

We would like the cost for cloud hosting to be less.

Recommendations

Keep all documents in PolicyTech instead of various hard drives. That way, they are easily searchable and retrievable.

 
 

Robert from Emergence Health Network
Specialty: Healthcare

August 2014

August 2014

PolicyTech - Policy Management Software

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The software is easy to use, and the customer support is top-notch.

Likes Least

The rollout of new software updates could be quicker.

Recommendations

This is the best policy management software on the market. You will not be disappointed.

 
 

Kathleen from Kaiser Permanente - Georgia
Specialty: Healthcare

August 2014

August 2014

Easy as an Evite and It Automates Nagging!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

When introducing PolicyTech to new divisions in my organization, I ask my audience if they've ever received an Evite to a party, clicked the link, seen who else was invited, and accepted or declined the invitation. Everyone always laughs and says, "Yes!" and I say, "Then you can master PolicyTech!" It really is that intuitive and user-friendly.

Then, when introducing it to staff tasked with getting approvals on a document, I ask what they hate most about their current email-based process and they invariably say, "The nagging that I have do to do get people to review and approve the document!" So I tell them, "PolicyTech automates nagging, so you don't have to!" Then they fall in love with PolicyTech as quickly as I did.

It automates the tedious and arduous process of document review, revision, and approval, saving countless FTE hours and expense.

Likes Least

Nothing comes to mind at the moment actually, so nothing to say here.

Recommendations

Listen carefully to your staff about their struggles in document management to really understand how transformative PolicyTech will be in their work.

 
 

Jeanenne from GrapeTree Medical Staffing
Specialty: Healthcare

August 2014

August 2014

PolicyTech Remains a Vital Business Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We love the ability to put all of our documents in one place and ensure that they have been read by our staff. This is vital for our company to ensure that documentation is available to prove someone has been informed of certain policies, forms, meeting minutes, etc.

Likes Least

I have had really great experiences in the past with our account manager. He has moved up in the company, and we now have a new account manager. I was not notified of the change and have not had the best luck getting in touch with her.

Recommendations

Test it out and see what a difference it can make in your organization.

 
 
 
Showing 1-15 of 15

Jeremy from Loma Linda University Health

December 2016

December 2016

Gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using PolicyTech in an administrative capacity for the past three years. Overall I've been satisfied with the tool; it gets the job done. The major challenge we experience is the lack of consistency in our desktop environment that leads to various UI issues depending on the browser, WordPlus module version, etc.

Source: Capterra
 

Jeremy from Loma Linda University Health

December 2016

December 2016

Certainly evolved in the past few years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The hosted application is very easy to configure and workflow development is a breeze once the user information has been set up correctly. The benefit I have seen with this software is that technical support is very fast to respond and eager to solve your issues as quickly as possible to keep your instance moving along. I appreciate the updates to the application interface to make everything as easy to use for primary power users. Definitely worth the investment for a large enterprise with multiple sub-companies and thousands of users. Keeping track of policies and being notified for updates is crucial to my industry vertical.

Source: Capterra
 

Jeanenne from GrapeTree Medical Staffing

May 2012

May 2012

PolicyTech Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Great product that I would recommend to any company with multiple policies and procedures.

Pros

PolicyTech has great features and allows us to manage over 300 policies and procedures. We are also able to house staff meeting information and maintain a record of dates read per individual for their HR record.

Cons

At times, the upgrades are a bit difficult to complete. Also we receive emails regarding downtime, which should only be sent to those companies PolicyTech is housing. This gets confusing when we receive them. Other than that the only negative in the software front is that the review months option has been hidden, which causes our company to miss this important step.

Source: Capterra
 

Mary from Holy Cross Hospital

February 2012

February 2012

Use of PPM for Staff and DCAs

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

- Highly recommended ¿¿¿ as with anything, the more you work with it, the easier it becomes
- Recognition by external surveyors ¿¿¿ have commented positively on the availability of policies, and the look of the policies. One surveyor questioned, ¿¿¿Why isn¿¿¿t everyone using this system?¿¿¿
-

Pros

- User friendly
- Integration with Word and Excel
- Consistent with program intent (tracking/updating)
- Technical/customer support team (problem solving, courteousness, follow through)
- ¿¿¿Help¿¿¿ guides are excellent
- Ease of back up, user manager, other administrative systems
- Learning modules/webinars (although some are better than others)
- Policy Share access (though I am concerned that anyone can access the policies without having a relationship with PPM )
- When updates/upgrades are made, tend to be useful
- Use ¿¿¿user feedback¿¿¿ to improve/add features

Cons

- Some of the reports are cumbersome and not useful; improve filtering ability
- Inability to set up customize reports that draw from all available fields
- Basic document search features: having to go through each field to find documents (draft/in review/in approval) ¿¿¿ Note: this is somewhat resolved using the advanced ¿¿¿Search¿¿¿ function with ¿¿¿all statuses¿¿¿, but could be improved upon
- The basic document search needs to include document owner in the ¿¿¿show/hide¿¿¿ list so reports can be run from this list by owner (Note: submitted a ¿¿¿Feature Request¿¿¿ on 7/6/2011)

Source: Capterra
 

Stephanie from Yavapai Regional Medical Center

February 2012

February 2012

PPM Review February 2012

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We highly recommend this software. It has enabled us to "clean up" our whole process and monitor compliance.

Pros

-Always know the status of a policy and who has acted on it.
-Eliminates constant checking of e-mails to determine where a policy is in the process
-Forces use of the correct template.
-Reminds "owners" when a document is due to be revised.
-All documents are in one place.
-Auto archiving
-Easy to revise a document

Cons

There is some "clunkiness" to the review process when there are several reviewers.

No place to put a "note of explanation" regarding decisions about a document

Source: Capterra
 

Joe from HealthAlliance of the Hudson Valley

January 2012

January 2012

Selecting PPM

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We are just beginning our installation and conversion from another system, but so far we found the people at PolicyTech to be knowledgable and friendly. We look forward to having the system up and running in a short time with their help.

Pros

Very user friendly product
Great demo and follow-up conference calls
Ability to host software, which was a big plus for us
Ability to accept input from previous system
Willingness to work with us on contract language

Cons

None so far

Source: Capterra
 

Melanie from Carson City

January 2012

January 2012

PolicyTech Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I recommended this program to the City of Sparks. I like the program, but it does have cons.

Pros

Customer support is fantastic.
I appreciate the fact you ask your users to provide feedback.

Cons

The loss of being able to run reader reports has been a big problem.
Implementation was not easy- I was not given any suggestions as to how to roll the program out to over 500 users. Users have trouble setting up the system the first time to log in. I purchased a software program after this one to train 800 employees and it was a much easier program to use.

Source: Capterra
 

Amber from Fillmore County Hospital

January 2012

January 2012

Compliance Officer

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

highly recommend

Pros

Easy to upload, create and send forward through the reviewal process

Cons

not sure yet

Source: Capterra
 

Dianne from Kirby Medical Center

January 2012

January 2012

P&P Software Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I have recommended this company to all of the people who have been referred to me and will continue to do so as long as the product meets our needs and exceeds our expectations - which I foresee happening for a very long time. Scott Dixon in sales was wonderful to work with from the beginning and still maintains contact with us - usually once the sales dept. in a company makes the sale, they're gone. Maria Poole and Cambri Longaker in Customer Support - WOW - awesome assistance!

Pros

Software extremely easy to work with; company frequently upgrades technology to expand features & increase ease of use; customer support is amazing - staff respond extremely fast with accurate solutions, friendly/helpful attitude & concerned follow-up; policy review reminders help us maintain up-to-date policies for general hospital operations as well as safe/efficient patient care; email feature ensures staff awareness of & compliance with new/revised policies; there are several efficient ways to search for policies - by department, by alphabetical title listing, by their status (e.g. Draft/In Review/In Approval/Approved/Archived) or by the general "Search" option, making it very easy to find policies; policy templates can be customized to the organization's preference; company took our status as a small rural hospital under consideration & worked with us to arrive at very affordable pricing; screen-sharing for trouble-shooting & learning the software so helpful!

Cons

Have experienced various "glitches" in the sytem that neither our internal IT staff nor Policy Manager Support Staff can figure out - don't know whether it's stemming from the software or developing internally from our servers. These occurrences are not very frequent & do not render the software unusable, it's just somewhat of a nuisance.

Source: Capterra
 

Rick from ADM Vitamin E Plant

January 2012

January 2012

Five(+) Years with PolicyTech PPM

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Have recommended PPM to both internal and external prospects. Many customers are impressed by the system during audits of our facility.

Pros

Excellent support and technical service, software worked upon download (original version was the stand alone demo with MySQL, we had it up and running on an old laptop within 30 minutes). Just enough customization built in to adapt to our document control system, without requiring us to recreate the wheel. Excellent tracking of documents through all phases (review, approval, reading and training).

Cons

New users may not consider their document system from a top-down perspective during initial setup, instead jumping right into document creation - not a software issue, more a learning curve challenge for the end user.

Source: Capterra
 

Sharon from HCA IT&S MidAmerica Division

January 2012

January 2012

Policy Tech Review

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

This is a very easy product to install and start using. Very user friendly for most computer users.

The use of email notification for each person involved in the writing, reviewing and approving of a document is a tremendous help.

I don't know of a better way to track activity involved in building a document and then who has read the finished document. As well as keeping an archived version of the document for reference, if needed, in the future.

Excellent product!

Pros

The product is very user friendly. If you let it, it will walk you thru the step by step build of a document. The email notification is a great time saver with the weekly follow up emails until a policy is reviewed/approved, to remind each involved user of their remaining tasks.

Cons

We use the categories to define our manuals and their chapters. Right now you are required to select a department and then categories are an option you can select. This can be missed during the process so the document ends up unfiled until this ommision is corrected.
The reports are great and the vareity of ways to save the report is great. It would be nice to have a couple of other reports combined but I suspect they are coming.

Source: Capterra
 

Al from Innovation Credit Union

January 2012

January 2012

PPM survey

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I highly recommend this software. I have had two credit unions referred to me by Scott Dixon and I am happy to convey our positive experience.

We are still very much in a learning curve.

Pros

Email feature and sign off for reading assignments.
Targetting audience for required reading.
Word environment.
Search capability is excellent.
Auto updating of existing links from one version to another and sign off.
Archive capability and access.
You have knowlegable support staff and my experience with your technical team has been very good.
Excellent software

Cons

Adding additional groups or individuals to a series of procedures. To my knowledge this has to be done per procedure which can be time consuming.

We are experiencning an organizational restructure, so I am not sure how easy it will be to implement these changes.

Source: Capterra
 

Lisa from T J Samson Community Hospital

January 2012

January 2012

OUTSTANDING PRODUCT !!!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

5 stars !!! ***** We are extremely pleased with this product !!!

Pros

Extremely easy to use. All aspects are user friendly for both the beginner and the experienced user. Easily customizable to individual site or organization. Customer support is OUTSTANDING !!

Cons

None at this time.

Source: Capterra
 

Steve from Trinity Health

January 2012

January 2012

Easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

If you are looking for a solution that is simple to use, user friendly and will document/track your policies and procedures this is a very good application for doing this.

Pros

Simple to use
tracking of document versions
electronic process throughout
easy to approve documents
quick response from support

Cons

On Mountain Time

Source: Capterra
 

Kathie from CommuniCare Health Services

January 2012

January 2012

CommuniCare Health Services (CHS)

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Yes, I have recommended your products to several vendors.

Pros

Firefox problem and they fixed it in 2 days WOW! Any suggestions I have sent, they make/change on the new version.

Cons

IT (My IT group) would like to be able to to have a primary key that ties an EE to a specific e-mail address. Example we have 7K EE's and we don't all need e-mail addresses but we want to put in a Kiosk and do trianing but want a way that we can capture they individuals who will only log onto the system each quarter. Any suggestion we will accept and appreciate.

Source: Capterra