Prepare, distribute, and gain acknowledgment of important policies, procedures, SOPs, work instructions, manuals, and more.Get a demo
Governance, risk, and compliance program management are all improved using electronic document control to manage policies and procedures. Document Locator provides a comprehensive approach that is document-centric and regulates the entire lifecycle of company policies and procedures.Get a demo
Manage policies and procedures in centralized, controlled policy repositories that are integrated within the Windows Explorer navigation for familiarity and ease of use.
Categorize and associate policies and procedures with regulatory requirements, polices, and corporate objectives using sophisticated profiling options.
Send policies and procedures electronically and capture an audit record confirming they have been read with Required Reading and Read and Acknowledge workflows and reports.
Control and manage supporting documentation and files like test results and certifications. Automate the review procedures of supporting materials and establish records policies for any needed renewals.
Use reporting tools to roll up oversight and ensure continued compliance, and identify gaps between policies and governance requirements.
Automate exception procedures with workflow and notifications, and manage requests for policy exceptions electronically.
Capture a record that policies, procedures, SOPs, manuals and other important documents have been received and read by employees with Required Reading and Read and Acknowledge tools built-in to Document Locator. Policy managers can distribute files to groups of employees or the entire organization. When published, a workflow sends electronic notifications to individuals that they are required to read the document, and after reading they must affirm they have read and understood. Required Reading requires the user to indicate they have read the document. Read and Acknowledge adds a digital signature that becomes part of the document stored in the employee’s record.
Capture a record of policy acknowledgement and view reports indicating who still needs to confirm.
Apply digital records management to policies and set review dates for policy reviews, updates, and expirations.
Find the policies you need fast with instant full-text and metadata searching.
Manage the development of policies and capture a record of changes over time with versioning.
Optionally add digital signatures that become part of the record stored in the employee file.
Keep policies consistently named and organized with auto-naming and auto-filing tools that eliminate the hassles of filing.
Manage policy development in a secure structure, and publish policies for staff to have self-service access.
Use workflow to manage the review and approval of new or updated policies prior to publishing.
Scan and convert existing paper-based policies and work instructions to digital format and make them fully searchable.
Completed policies can be routed to DocuSign for signature. Approvers are notified via email to sign the policy in DocuSign. Once signed, the policy is published in Document Locator and routed for required reading.Get a demo
“A recent FDA audit clearly demonstrated the value of Document Locator by reducing the time it took us to retrieve requested records in half.”
The Anspach Effort, Inc.