Policy Management System Training


All employees are required to complete training before accessing the Policy Management System. Every employee has access to the Policy Management System to read and attest (when required) to assigned documents.

You should use your network (email) credentials to access the system.  While most employees will only be able to search and read policies, others, that participate in the policy approval process, require special rights in the system. Those rights are granted through The Office of Compliance and Enterprise Risk Management.

Prior to accessing the system, employees are required to be trained. The required training is available in Workforce Learn Online. Recommended courses can be seen by clicking the appropriate list below.

  • What is PolicyTech (Reader)? –Estimated 3 minutes (NO AUDIO)
  • How Do I Change Sites and View Categories in PolicyTech? –Estimated 4 minutes (NO AUDIO)
  • How Do I Search for Policies in PolicyTech? - Estimated 4 minutes (NO AUDIO)
  • How Do I Attest to Reading a Document in PolicyTech? - Estimated 2 minutes (NO AUDIO)
  • What is PolicyTech (Reviewer)?-Estimated 4 minutes (NO AUDIO)
  • How Do I Propose Changes to a Document? -Estimated 4 minutes (NO AUDIO)
  • How Do I Accept a Document with No Proposed Changes? - Estimated 3 minutes (NO AUDIO)
  • How Do I Respond to Task Assignments?  -Estimated time 1 minute (NO AUDIO)
  • What is PolicyTech (Document Owner)? –Estimated 4 minutes (NO AUDIO)
  • How Do I Create a New Policy in PolicyTech? (Part A: Establishing Properties)- Estimated Time 13 minutes (CONTAINS AUDIO)
  • How Do I Create a New Policy in PolicyTech? (Part B: Filling in the Document Template)- Estimated time 12 minutes (CONTAINS AUDIO)
  • How Do I Find the Status of the Document That I Have Submitted for Review and Approval? - Estimated time 3 minutes (CONTAINS AUDIO)
  • How Do I Manage the Feedback From the Reviewers of My Policy? - Estimated time 4 minutes (CONTAINS AUDIO)
  • How Do I Revise an Approved Policy? (Part A: Revising Policy Properties)-Estimated time 7 minutes (CONTAINS AUDIO)
  • How Do I Revise an Approved Policy? (Part B: Revising a Document Template)- Estimated time 10 minutes (CONTAINS AUDIO)
  • How Do I Respond to Task Assignments?  -Estimated time 1 minute (NO AUDIO)
  • What is PolicyTech (Document Owner)? –Estimated 4 minutes (NO AUDIO)
  • How Does a Proxy Author Create a New Policy in PolicyTech? (Part A: Establishing Properties)- Estimated Time 13 minutes (CONTAINS AUDIO)
  • How Does a Proxy Author Create a New Policy in PolicyTech? (Part B: Filling in the Document Template)- Estimated time 12 minutes (CONTAINS AUDIO)
  • How Does a Proxy Author Revise an Approved Policy? (Part A: Revising Policy Properties) -Estimated time 7 minutes (CONTAINS AUDIO)
  • How Does a Proxy Author Revise an Approved Policy? (Part B: Revising a Document Template) -Estimated time 10 minutes (CONTAINS AUDIO)
  • How Do I Respond to Task Assignments?  -Estimated time 1 minute (NO AUDIO)
  • How Does a Writer Collaborate With a Document Owner to Write a Policy?- Estimated Time 8 minutes (NO AUDIO)

Additional training resource for Document Owners, Proxies, and/or Reviewers.

The following resource contains the information provided in the live training sessions.  Document owners may feel free to utilize this resource. 

Training Resource
Policy Search