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.

There is less need for paper copies of active documents nor paper files to maintain for retired documents. The software allows access to review history and comments can be added during reviews. It is easy to see all changes when a document is revised instead of reading word for word to find any changes.

Templates can be set up for your various documents: policies, procedures, forms, etc. Documents can be set for various review periods by number of days, e.g. annually, biennially, quarterly, etc. The software can track staff acknowledgments of their reading of documents. Workgroups can be defined for ease in assigning acknowledgments.

A minor suggestion would be to make searching for acknowledgements a little easier (less keystrokes).

We are complaint for policies according to our accreditation agency. This system worked for us to solve the issues we had with policies. The end user has found it easy to navigate. Customer support is very good. We receive timely updates to the software.

We like the capability to generate reports for progression of policy development, due dates for review, policies past due, etc We love the stop light colors for policy due dates.

The process for involving others in the policy development. We found it to be a bit clunky for us.

The ability to hold staff accountable for policy review through attestations. Customer service response is quick. Ability to track progress on projects is helpful.

The editing feature within projects is a bit clunky. Would like to see an option for header feeders and the ability to free text dates rather than selecting from a calendar.

- Ease of upload - Running Reports fairly easy - User Friendly

- Creating projects and assigning people is very tedious, time - consuming and frustrating

Policy Manager provides a great central repository for policies and other documents. The ability to have reminders sent out for review periods is one of the best features

One challenge that we have found is working on projects with multiple reviewers/editors. The project process seems to be very linear and does not have as much multitasking functionality as we would like.

Very positive. Their team is very responsive and helpful, and the software offers an enormous gain for clinical laboratories.

The ability to keep all your policies up to date with reviews, and to search quickly and easily for your needed policy.

The formatting in the editing mode is not very flexible or user friendly.

ease to track compliance with regulatory standards. I just completed the interim CAP inspection, it was very easy to find the standard that I had referenced and review the appropriate policy for compliance with the standard,

The ease of use of the system allows the laboratory to easily track all policies for review dates and content updates. The electronic sign off by the staff helps the laboratory with regulatory compliance. It is so useful to add regulatory standards as a reference.

I have not found anything that I don't like!

better communication with your team faster searching for documents

This software allows our organization to organize all of our important policies and plans under one roof. Before this, there was a paper trail that was easy to misplace and took long periods of time to implement changes in policies. Now, we can do it all with a touch of the button and the results are done and implemented electronically. This helps with time-sensitive issues and accountability.

I really don't have any dislikes about this software. Compared to what I knew before using this software, I don't know why we waited so long to get it.

We are very excited to have this type of solution but wish that we were able to implement it much quicker and smoother. The training style, instructor, and resources are not in a well defined package. Training was not 1:1 but instead in a group setting with other clients decreasing the ability to direct training to our specific needs. To date we are still not fully functional with policy manager 9 months after the start of the software.

I believe the software has vast capabilities just need much time to get started

Not at all impressed by the training. Very difficult to follow and understand why certain things need to happen.

Ability to manage policies and procedures

Ease of use and folder like structure to display policies. Easy search. Ability to view and/or print document in PDF but also download Word or Excel versions as well.

Inability to assign individual users rights to a document. Document reading rights are by department. Minor inconvenience

Producing policies for a regulatory survey is much easier in this "living and breathing" format!

I had used this software at a prior employer. I recommended it to my current facility and am the point of contact. It is very easy to write policies as well a retrieve them.

Our old timers still want to print policies on paper and make them available to their staff.

Duplicate policies and discrepancies across policies have been easily resolved with our PMS!

Ease of implementation as well as helpfulness of everyone on their staff!

Some things are still a bit confusing, such as bulk review, as well as it would be beneficial to add another level of permissions.

able to stream line multiple sites and make access easy for all saving trees

one place for all policies web based for easy access can be as complex or as simplistic as need policy reviews and updates to be

if press the wrong button when reviewing can't stop process not all functions accessible on older computers