Frequently asked questions on policy and procedure management
Policy management software overview
What is compliance attestation?
Compliance attestation is the process of confirming and recording that your organisation and staff have read and understood key policies. This practice is vital for meeting regulatory obligations and reducing compliance risk. Xoralia helps you manage attestation easily with clear audit trails and automated tracking.
What does policy attestation software do?
Policy attestation software automates policy delivery, employee acknowledgement, and record-keeping for compliance. With Xoralia, you ensure every team member acknowledges key policies with minimal administration.
What is digital policy attestation?
Digital policy attestation is the electronic way to have staff confirm receipt and understanding of policy documents, replacing manual processing. Xoralia provides a fully digital trail: secure, efficient, and always accessible.
What is policy and procedure management software and how does it work?
Policy and procedure management software is a digital tool for creating, distributing, tracking, and updating policies and procedures. It features version control, access management, and compliance tracking, making it easier to manage policies in any organisation. Xoralia streamlines and simplifies every aspect of this process.
What is policy lifecycle management software?
Policy lifecycle management software manages the entire lifecycle of a policy, from creation and approval to distribution, attestation, review, and archival. This ensures that policies are regularly reviewed and updated as needed. Xoralia’s policy lifecycle management software automates each stage of the policy lifecycle, ensuring that policies are current and compliant, and reducing the time and effort required for manual management.
What are the benefits of using policy management software?
Benefits include central document control, version management, automated notifications, compliance tracking, and simplified audits. Xoralia delivers all these benefits and more from a single, intuitive platform.
What is policy tracking software?
Policy tracking software helps monitor the status of policies, track changes, ensure timely reviews, and verify employee acknowledgements. This software is crucial for maintaining compliance and ensuring that policies are effectively communicated. Xoralia’s policy tracking software automates these tasks, providing real-time insights and ensuring that all policy-related activities are tracked and documented accurately.
What are policies and procedures in the workplace?
Policies and procedures are the documented rules and steps for how work is done in your organisation. Policies set the expectations, while procedures give the steps to meet them. With Xoralia, you can centralise and control all workplace policies and procedures.
Why use SharePoint for policy and procedure management?
SharePoint, when combined with Xoralia, gives you central document storage, automated policy workflows, granular permissions, and tight Microsoft 365 integration. It is ideal for organisations using Microsoft tools. Xoralia enhances your SharePoint environment with specialised policy management features.
How do you ensure compliance with policies and procedures?
Communicate policies clearly, track acknowledgements, set reminders, and ensure ongoing training. Xoralia’s features support compliance at every stage.
What is healthcare policy and procedure software?
Healthcare policy and procedure software supports healthcare providers in managing complex regulations, medical templates, and audit trails. Xoralia delivers healthcare-ready tools for compliance.
What is the cost of policy management software?
The cost of policy management software varies widely based on features, deployment size, and vendor, typically ranging from a few hundred to several thousand dollars annually. It’s important to evaluate the features and benefits relative to the cost. Xoralia offers flexible pricing plans to meet the needs of organisations of all sizes, providing a cost-effective solution that delivers significant value through automation and improved compliance.
What are the best policy management software solutions available?
Policy management software can help organizations manage policies and procedures, including authoring, distribution, tracking, and versioning. Some solutions also include features like automated workflows, compliance tracking, and access control. When choosing a policy management software solution, consider factors such as centralized storage, customization options, and security features. Xoralia stands out by offering a comprehensive suite of tools that automate policy management, ensuring ease of use, robust features, and excellent customer support.
What features should policy management software for small businesses have?
For small businesses, look for ease of use, affordability, templates, scalability, access controls, and review automation. Xoralia is flexible and budget-friendly for small teams.
What is a good alternative to ConvergePoint?
A strong alternative to ConvergePoint is Xoralia policy and procedure management software. Xoralia offers many similar features but stands out for its seamless integration with Microsoft 365. According to user reviews, Xoralia is more user-friendly, which aligns with the company’s focus on ease of use. Additionally, you can start using Xoralia for free, unlike ConvergePoint.
What is a good alternative to Navex PolicyTech?
Xoralia policy management software is an excellent alternative to Navex PolicyTech, particularly for larger companies. It offers features tailored to enterprise needs, such as deep Microsoft 365 integration, multi-lingual capabilities, and advanced reporting dashboards. The mobile version is also designed with frontline workers in mind, offering an intuitive, easy-to-use interface.
What is the difference between a policy and a procedure?
A policy states the rule, while a procedure explains how to put the rule into action. Xoralia makes it easy to manage, communicate, and distinguish both types.
How do you review policies and procedures?
Policies and procedures should be reviewed regularly, at least yearly or after changes occur. Xoralia’s automated review workflows make this process efficient, auditable, and stress-free.
What is a policy and procedure manual?
This is the primary reference for staff on all your key policies and procedures. Xoralia helps you keep this manual up to date, compliant, and accessible to all staff.
Why are policies and procedures important in the workplace?
They reduce risk, guide behaviour, and provide legal protection. Xoralia helps communicate and enforce these vital standards organisation-wide.
What is the purpose of policies and procedures?
The purpose is to set consistent standards and support training and compliance. Xoralia makes documenting and updating policies easy for your team.
How do you write a policy and procedure?
Identify objectives, research compliance needs, draft rules (policies), create step-by-step procedures, seek input, and approve. Xoralia provides templates and tools for fast, consistent policy writing, review, and rollout.
Features at a glance
What features does SharePoint policy management software offer?
SharePoint policy management software typically offers features such as policy creation and editing, automated approval workflows, version control, audit trails, and user access management. These features help streamline the management of policies. Xoralia enhances SharePoint’s capabilities by providing additional automation and compliance tracking features, making policy management more efficient and less time-consuming.
What are the benefits of using SharePoint for policy management?
Benefits include improved policy accessibility, streamlined approval processes, enhanced compliance tracking, and reduced administrative overhead. SharePoint’s integration with other Microsoft tools further enhances its utility. By integrating with Xoralia, you can maximize these benefits, leveraging advanced automation and tracking features to ensure that your policy management processes are as efficient and effective as possible.
How does policy and document management software work?
Policy and document management software provides a secure hub for documents, manages access and changes, and automates approvals. Xoralia makes document management simple, secure and transparent.
What is SOP management software?
SOP management software helps organisations create, manage, distribute, and track Standard Operating Procedures (SOPs) to ensure consistency and compliance in operations. It streamlines the management of SOPs across the organisation. Xoralia offers robust SOP management capabilities, automating the creation, distribution, and tracking of SOPs to ensure that your operations remain consistent and compliant with internal and external standards.
How does policy document management software work?
Policy document management software stores policy documents in a centralised repository, manages versions, facilitates access control, and automates approval workflows and tracking. This ensures that policies are easily accessible and up-to-date. Xoralia’s policy document management features provide a comprehensive solution for managing all your policy documents, ensuring they are always current and easily accessible to those who need them.
What is enterprise policy management software?
Enterprise policy management software is designed for large organisations to manage complex policy environments, ensuring compliance across multiple departments and jurisdictions. It provides tools for centralised policy management. Xoralia’s enterprise policy management solutions are scalable and robust, providing the tools needed to manage policies across large and complex organisations efficiently.
What are some top-rated policy management software for healthcare?
Top-rated policy management software for healthcare includes solutions that offer features tailored to healthcare regulations and standards, such as HIPAA compliance. These solutions help ensure that healthcare organisations remain compliant with industry-specific requirements through features like policy creation and distribution, automated workflows, compliance tracking, and access control. Xoralia is highly rated in the healthcare sector for its comprehensive features that ensure compliance with healthcare regulations, making policy management easier and more reliable.
How do I choose the best policy management software?
Consider factors such as ease of use, feature set, integration capabilities, compliance support, scalability, customer support, and cost when choosing policy management software. It’s important to select a solution that fits your organisation’s specific needs. Xoralia offers a comprehensive suite of features, fast implementation, excellent customer support, and flexible pricing plans, making it an ideal choice for organisations looking to streamline their policy management processes.
What is SharePoint Online policy management?
SharePoint Online policy management utilises the cloud-based version of SharePoint to manage policies, offering benefits like remote access, scalability, and reduced IT overhead. This approach is ideal for organisations with distributed teams. Xoralia enhances SharePoint Online by adding advanced policy management features, ensuring that your policies are easily managed and accessible from anywhere.
What is the best free policy management software?
The best free policy management software will depend on your specific needs. Free options often include basic features for policy creation, distribution, and tracking. These tools can provide essential policy management capabilities at no cost, making them suitable for organisations looking to manage policies without a significant investment. However, it’s important to be conscious of their limitations, as they may lack advanced features and support that are available in paid solutions. Xoralia provides a robust paid solution with comprehensive features, and we offer flexible pricing plans and a free option to help you experience the benefits of automated policy management without an initial investment.
How can SharePoint be used for policy and procedure management?
SharePoint can be utilised for policy and procedure management by creating a centralised repository for policies, automating workflows for policy updates and approvals, and ensuring easy access and tracking of policies and procedures. Xoralia integrates with SharePoint to enhance these capabilities, providing additional automation and tracking features to streamline your policy and procedure management processes.
How does policy management software help with compliance?
It helps by automating policy distribution, tracking acknowledgements, ensuring timely reviews, providing audit trails, and facilitating compliance reporting. This automation reduces the risk of non-compliance and improves overall efficiency. Xoralia’s policy management software provides all these features and more, ensuring that your organisation remains compliant with minimal effort and maximum efficiency.
Can SharePoint be used for SOP document management?
Yes, SharePoint can manage SOP documents through its robust document management and collaboration features, making it suitable for maintaining and controlling SOPs. Xoralia integrates with SharePoint to provide enhanced SOP document management, ensuring that all SOPs are accurately maintained and easily accessible.
What is the role of a SharePoint policy manager?
A SharePoint policy manager oversees the creation, distribution, tracking, and management of policies within the SharePoint environment to ensure compliance and effective governance. Xoralia supports policy managers by automating many of these tasks, reducing the administrative burden, providing proactive email and Microsoft Teams notifications, and ensuring that all policies are managed efficiently and effectively.
