MediRegs ComplyTrack: Document & Policy Manager

A powerful new ComplyTrack module for coordinating the creation, management, and distribution of corporate and departmental documents

Document & Policy Manager (DPM)

Allows for the creation, storage and management of all correspondences, form-letters, compliance plans, policies, contracts and other documents that need to be managed by compliance departments.

No more document distortion due to continual edits across editors

With its built-in content versioning system, Document and Policy Manager enables cooperative document management across departments. Check-in and checkout features allow for document fluidity without compromising data integrity. This means up-to-date and relevant documents no matter how many revisions or editors in the process.

From all stages of the document cycle, we’ve got you covered

From creating documents or templates to making modifications to existing documents or templates, Document and Policy Manager addresses all stages of the process. Whether you wish to create a new document; design a new template for specific document needs; make edits to current policies or templates; or archive a policy no longer being utilized, DPM has the tools necessary to complete the job.

Document security without the headache

Multi-level security control enables users to delegate access based on editorial group, department and user-defined roles. Access may be granted or suspended at any time ensuring that only the necessary users view, edit and create documents.

DPM provides authorized ComplyTrack users with numerous features, including:

• Increase your control over of the flow of incident information and documentation
• Robust text editor with a full range of functions similar to Microsoft® Word and other popular word processing systems
• Document template editor for creating standard style sheets for any type of document from compliance plans, to policy and procedures, to mail-merge templates
• Flexible design to enable customization of documents by adding, removing and reconfiguring document structures with simple drag and drop action
• Section notes editor
• HTML editor for inserting links to external documents
• Version control, revision control and archiving capabilities
• Check-in and checkout features control access, and prevent document version skew
• Comprehensive security control access to documents by owner, editorial group, department and user defined roles
• The ability to integrate with the Survey Manager to distribute to employees, vendors and consultants to ensure certification and attestation
• Companion publishing portal provides access to internal users via corporate internet
• Preview in HTML and publish to PDF allows editors to review document and distribute via e-mail
• E-mail reminders built in to keep editorial teams in the workflow on document creation.

Learn more: Download the Document & Policy Manager Product Sheet

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