User Reviews
Policy & Procedure Manager by Policy Technologies
USER REVIEWS - All reviews
Purchased Date: December 01, 2005
Human Resources Generalist, GrapeTree Medical Staffing
May 01, 2012
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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.
Overall
Great product that I would recommend to any company with multiple policies and procedures.
Purchased Date: April 01, 2010
Director, Accreditation & Regulatory Services, Holy Cross Hospital
February 06, 2012
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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)
Overall
- 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????
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Purchased Date: February 01, 2011
Clinical Informatics Analyst, Yavapai Regional Medical Center
February 01, 2012
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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
Overall
We highly recommend this software. It has enabled us to "clean up" our whole process and monitor compliance.
Purchased Date: December 01, 2011
Chief Quality / PI Officer, HealthAlliance of the Hudson Valley
January 31, 2012
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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
Overall
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.
Purchased Date: May 01, 2006
Q.A. Manager, ADM Vitamin E Plant
January 24, 2012
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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.
Overall
Have recommended PPM to both internal and external prospects. Many customers are impressed by the system during audits of our facility.
Purchased Date: August 01, 2009
Report Analyst, HCA IT&S MidAmerica Division
January 24, 2012
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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.
Overall
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!
Purchased Date: February 01, 2011
Development Analyst, Innovation Credit Union
January 24, 2012
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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.
Overall
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.
Purchased Date: September 01, 2005
Compliance Specialist, T J Samson Community Hospital
January 24, 2012
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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.
Overall
5 stars !!! ***** We are extremely pleased with this product !!!
Purchased Date: October 01, 2006
Business Application Analyst, Trinity Health
January 24, 2012
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Pros
Simple to use
tracking of document versions
electronic process throughout
easy to approve documents
quick response from support
Cons
On Mountain Time
Overall
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.
