I love the ease of policy review, electronic capturing of required signatures, how the system notifies you when a policy is due for review, and ease of pushing policies out to end users for review when new or changes are made.

Sometimes can be difficult to get the format how you want it when making adjustments.

Very happy except the items described below. For group sign off situations such as our Shared Governance process where there are a group of leaders who complete a sign process after concensus, is there an easier way to have numerous signatures at one time.

For staff to find a policy is easy with key word search or by folder.

I would like to be able to add other category sections without more purchased services. (such as other items for staff to have full access to and be able to search. The main Cons we have 1)setting up projects each time is extremely time consuming. All of the previous items, titles, names should come back prefilled and simply make a date change. 2) When staff go to complete their task, it is frequently just "updated" and we have to call and walk through it each time; when you click on "My projects", the screen should either be blank when you access it or not have to click on author/approver under my tasks first. The two step process is confusing when they already see their policy on the right side of the screen and try to work on it from there.

Policies are now not being duplicated so we have consistency and policies are being updated. Departments are now having to review policies and it is much easier to do this function.

I like the ease of using the program when it is working properly. It looks very professional and easy for general staff to use. Keeps track of the policies for review.

I feel that the training was okay but could have been geared more to our facility when training our Power Users. Testing should have been conducted or suggested while still in testing mode and then when live was turned on before all general users were made aware. The terminology is a bit different that we are used to but it works out in the end.

Great program, but switching an entire organization to a new document management system is incredibly complex and difficult. I wish I could say the transition has been cleaner, but I don't think it has anything to do with the PolicyManager system.

Lots of functionality and great tutorials. If you are willing to spend a few minutes to get to know it, the system is very intuitive.

Not being able to lock down specific documents to specific people. For example, if I grant a user privileges to edit a document, they have the ability to edit any document without the document owner's approval. Would be better if edits to existing documents could only be initiated by the document owner.

The addition of this product into our list of available solutions within our pharmacy department was a saviour as we were undergoing an accreditation with a new governing body that we had not dealt with previously. The search option was extremely helpful to find already existing policies that were related to our new needs. As we go forward the ability to follow crosswalks should be seamless as we were able to enter reference details on with each policy so we can easily update in the future. Another nice surprise was the fact that I was removing an individual from the system who owned policies - and the system recognized that fact and asked to have a new "owner" defined at that time. There is a good chance I would have missed that fact and caused myself grief in the future. The system helped to avoid future drama which is obviously a big plus.

The ease to create, maintain, and update documents that contain all of the elements needed for accrediting bodies is phenomenal.

I can't think of any negatives at this time.