Policies & Procedures
Reducing risk and maintaining compliance with your organization's key policies is crucial to your organization. The Policies & Procedures (P&P) tool can help you revise and track your policies and procedures in the Relias Learning Management System. This tool includes version control-- the ability to update and approve existing policies while keeping track of each version. Policies & procedures can be automatically assigned to staff upon hire and on a recurring basis to ensure compliance. The feature also has built-in reminders and automated reporting!
The Policies & Procedures (P&P) feature is considered an upgrade to the Relias Platform, so only customers who have purchased P&P will be able to see, create, and manage their documents this way. If you would like to add this feature, please reach out to Relias Support or your Account Manager for further assistance.
- Creating a Policies & Procedures Binder
- Adding and Managing Documents in P&P Binders
- Enrolling Learners into a P&P Binder
- Learner View of Policies & Procedures
- Editor View of Policies & Procedures
- Email Templates for Policies & Procedures
- Reports available for for Policies &Procedures:
- Reports - Document Version Statistics Report (P&P- Policies & Procedures)
- Reports - Learner Status for P&P (Policies & Procedures)
To get back to the How To Manual and the master list of topics, please click here: RLMS How To Manual