Convercent’s policy manager allows you to store and categorize policies in one convenient location. Once polices are uploaded to Convercent, they can be linked to issues or distributed to employees via the Campaign Manager.
If you intend to distribute policies via the Campaign Manager, you will also need to ensure you have the appropriate user accounts, employee groups, locations and departments configured. If policies will only be used to link to reported issues, the organization structure setup steps are not required.
Creating a policy library is made easy with a task wizard that guides you through the process of uploading of your documents.
From your dashboard, select Policy Library from the ‘Quick Links’ provided in the right-hand panel to access the policy manager.
Click Create a new policy to launch the new policy wizard.
Next, follow the new policy wizard workflow from ‘Description’ through ‘Confirm’ to add your new policy. A brief description of each step is provided in the right-hand panel to assist you through the process.
As a first step in the process, enter a title, description and an appropriate category for your policy.
Next you have the option to relate the policy to other assets or parts of Convercent such as your education courses, types of issues that the policy should prevent, your company’s values, and the types of behavior it should encourage.
Proceed by attaching a policy document, template or add a URL to link to an existing resource online.
Permissions allow you to give others access to manage the policy. Additionally, one of the newly added individuals can be assigned as the policy owner. Only existing Policy Administrators and Moderators can be selected for policy access or to be assigned as policy owner.
Next you have the option to add pertinent people - those that the policy pertains to. Pertinent people helps Policy Administrators keep track of who is required to attest to the policy. You can select each user account individually or add pertinent people by selecting the appropriate departments, locations and/or groups.
With pertinent people selected Policy Administrators can quickly view who the policy pertains to and track who has attested to the policy. It’s important to note that adding pertinent people does not automatically give those individuals access. Access to the policy is granted to employees when they are added to a policy campaign.
Lastly, you can review and confirm your new policy settings.
Once you confirm and submit a new policy, the policy details page will be displayed. The policy will also be saved as a draft in your Policy Library. Only policies in a published status will be made available to your employees.
To update the policy status from the policy details page, click Draft under ‘Course status’ in the right-hand panel and change the status to Published.
For details on creating policy campaigns, please refer to the Campaign Configuration section below.
Creating a Policy Set
The Convercent policy manager helps customers align internal policies, federal regulations, employee understanding and company performance. Keeping large volumes of policies organized for quick and easy distribution and consumption, however, can be challenging.
With policy sets, administrators can stay organized and quickly access and view groups of associated policies such as all IT policies or all policies for the organization’s employee handbook.
To create a policy set, click Create a new policy set from the Policy Manager.
Next, enter a title, description and select the appropriate policies that should be included in the new policy set. Policies can be added to multiple policy sets.
I have questions. Who do I call for help?
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To reach your dedicated Customer Experience Manager, please call 1.800.335.7639 or email us at firstname.lastname@example.org.