System configuration checklist

Use this system configuration checklist to gather information about your organization that will be useful when setting up Policy Manager.

What types of documents will be maintained in the system?

□ Policies

□ Guidelines

□ Procedures

□ Standards

□ Codes

□ Other(s) [please list]:

 

 

What groups are typically involved in the process of creating and reviewing documents?

□ Compliance

□ Human Resources

□ Legal

□ Information Technology

□ Finance

□ Other(s) [please list]:

 

 

What are the target audiences for your documents (for example, by region, by job function)?

 

 

 

Do you typically categorize your documents? If so indicate them below and provide any optional subcategories for each category. For example, Category: Human Resources; Subcategories: Benefits, Forms.

□ Category:

o Subcategories:

□ Category:

o Subcategories:

□ Category:

o Subcategories:

□ Use additional space as needed

 

 

What are the usual frequencies at which your documents are reviewed?

□ Monthly

□ Bi-monthly

□ Quarterly

□ Semi-annually

□ Annually

□ Other(s) [please list]:

 

 

Please outline the basic steps you take during the usual document lifecycle (Draft, Revise, Approve, Publish) of maintaining documents: