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POLICYTECH - LOG IN
© NAVEX Global 2021. All Rights Reserved.POLICYTECH - LOG IN
© NAVEX Global 2021. All Rights Reserved. AlertPOLICYTECH - LOG IN
225-343-8262. I agree that, by accessing this SGS Petroleum Service Corporation Document Management System (the âDMSâ), that I have received, read, understood and executed the EMPLOYEE CONFIDENTIALITY AGREEMENT (the âAgreementâ). I understand and agree that, by accessing the DMS, I reaffirm that I am bound to abide by theAgreement. If
REPORT: TASKS BY DOCUMENT If you selected Only Complete Tasks or Incomplete and Complete Tasks, the Completed Task Filter option appears. To show only the selected tasks that fall within a certain date range, click Completed Task Filter.In the Date Range list, click a date range, and then click Apply.If you click Custom Range, also type or select From and To dates, and then click Apply. INSTALLING WORDMODULEPLUS When the installation (which takes only a few seconds) is complete, back in the Alert prompt in the document window, click the browser extension link in step 2. In a separate window, the Chrome Web Store opens with the PolicyTech WordModule Plus extension highlighted. ClickADD TO CHROME.
GENERATING REPORTS
Generating Reports. PolicyTech includes many reports that let you check the status of and statistics about content and users. There arethree main types of
REPORT: QUESTIONNAIRE RESULTS (PERSONAL) (Optional) To save the current settings for future use, click Save Report, type a name and description, click Save and Close, and then click OK.; Note: To access a saved report, click REPORTS, and then, under Personal, click Saved Reports. Click View Report.; If you chose the Standard output format, the report opens in a separate browser window where you can view, print, and save the document REASSIGNING DOCUMENT OWNERS Reassigning Document Owners. The document owner plays a central role in the process of getting a document or questionnaire from draft stage through to approval. Once a document/questionnaire is approved, the document owner is responsible to periodically review and create new versions of the document/questionnaire.POLICYTECH - LOG IN
© NAVEX Global 2021. All Rights Reserved.POLICYTECH - LOG IN
© NAVEX Global 2021. All Rights Reserved. AlertPOLICYTECH - LOG IN
225-343-8262. I agree that, by accessing this SGS Petroleum Service Corporation Document Management System (the âDMSâ), that I have received, read, understood and executed the EMPLOYEE CONFIDENTIALITY AGREEMENT (the âAgreementâ). I understand and agree that, by accessing the DMS, I reaffirm that I am bound to abide by theAgreement. If
REPORT: TASKS BY DOCUMENT If you selected Only Complete Tasks or Incomplete and Complete Tasks, the Completed Task Filter option appears. To show only the selected tasks that fall within a certain date range, click Completed Task Filter.In the Date Range list, click a date range, and then click Apply.If you click Custom Range, also type or select From and To dates, and then click Apply. INSTALLING WORDMODULEPLUS When the installation (which takes only a few seconds) is complete, back in the Alert prompt in the document window, click the browser extension link in step 2. In a separate window, the Chrome Web Store opens with the PolicyTech WordModule Plus extension highlighted. ClickADD TO CHROME.
GENERATING REPORTS
Generating Reports. PolicyTech includes many reports that let you check the status of and statistics about content and users. There arethree main types of
REPORT: QUESTIONNAIRE RESULTS (PERSONAL) (Optional) To save the current settings for future use, click Save Report, type a name and description, click Save and Close, and then click OK.; Note: To access a saved report, click REPORTS, and then, under Personal, click Saved Reports. Click View Report.; If you chose the Standard output format, the report opens in a separate browser window where you can view, print, and save the document REASSIGNING DOCUMENT OWNERS Reassigning Document Owners. The document owner plays a central role in the process of getting a document or questionnaire from draft stage through to approval. Once a document/questionnaire is approved, the document owner is responsible to periodically review and create new versions of the document/questionnaire.POLICYTECH - LOG IN
© NAVEX Global 2021. All Rights Reserved. Alert REPORT: TASKS BY DOCUMENT If you selected Only Complete Tasks or Incomplete and Complete Tasks, the Completed Task Filter option appears. To show only the selected tasks that fall within a certain date range, click Completed Task Filter.In the Date Range list, click a date range, and then click Apply.If you click Custom Range, also type or select From and To dates, and then click Apply. REPORT: TASKS BY DOCUMENT If you selected Only Complete Tasks or Incomplete and Complete Tasks, the Completed Task Filter option appears. To show only the selected tasks that fall within a certain date range, click Completed Task Filter.In the Date Range list, click a date range, and then click Apply.If you click Custom Range, also type or select From and To dates, and then click Apply.MODULE MANAGER
Registered Add-ons. In the Registered Add-ons area of Module Manager, two PolicyTech add-onsâPDF Converter and Public Viewerâcan be activated or deactivated.. PDF Converter. PDF Converter exports a copy of all approved Microsoft Âź Word documents to a temporary folder where a third-party applicationâNeevia Document Converter Proâconverts them into PDF format. SHAREPOINT INTEGRATION SharePoint Integration. You can configure Microsoft Âź SharePoint Âź Portal Server to access PolicyTech documents using either Federated Search or Page Viewer Web Part. Both methods provide a method for searching and accessing PolicyTech documents, but each has ATTACHING FILES AND ADDING REFERENCE LINKS Attaching Files and Adding Reference Links. Within a document's Attachments list, you can add reference links to other PolicyTech documents and websites. DOCUMENT OWNER TOPICS You are here: Topics by Document Role > Document Owner Topics Document Owner Topics. The Publishing Process. Roles and Permissions. Loggingin to PolicyTech
TEMPLATE TOPICS
You are here: Topics by Document Role > Template Topics Template Topics. About Templates. Creating a Template. Editing a Template EMAIL NOTIFICATION: A WRITER'S, REVIEWER'S, OR APPROVER'S Applicable notification levels: Maximum. Trigger: A document owner, proxy author, or document control administrator takes an action that removes the document from the collaboration. review, or approval status before all writers, reviewers, or approvers, respectively, have completed their tasks.REVIEWER TOPICS
You are here: Topics by Document Role > Reviewer Topics Reviewer Topics. The Publishing Process. Roles and Permissions. Logging in toPolicyTech
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CORPORATE SOCIAL RESPONSIBILITY CENTRALIZE AND MANAGE YOUR SUSTAINABILITY OBJECTIVES NAVEX ESG is a complete platform that helps organizations remove the complexity and confusion of managing multiple sustainability efforts, which make your supply chain more resilient and respond to the demand of investors, consumers, and most talented employees.Get a Demo >
ALL-IN-ONE RISK AND COMPLIANCE MANAGEMENT PLATFORM To create a successful, proactive risk and compliance program, you need an integrated approach that covers all key areas of risk: people, regulations, business operations and corporate responsibility. NAVEX Global helps you identify, address and manage the full range of risks across your entire enterprise.Get a Demo
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From the COVID-19 pandemic to the widespread protests for social justice, last year served as a catalyst for institution-altering change. In a year when everything was different, what was unique to 2020, and what will inform the future? This yearâs benchmark report offers new insights into not only what has changed â but how and why â as you benchmark your own compliance program.DOWNLOAD NOW
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