Policies and Procedures

Your organization, like every other, has to comply with some external requirements. These might be environmental laws, or other governmental regulations, such as the Sarbanes-Oxley Act that requires full openness in accounting practices.

In response, your organization has developed policies for operation and procedures to carry out these policies.

These policies and procedures are recorded in many types of documents, including ISO documentation, HR information, manufacturing processes, purchasing guidelines, and many others. They help specify who has formal authority and responsibility for actions and activities, and they provide visibility, helping management, staff, and others understand how things get done.

For a while, that is.

Challenges

Then, the real world changes and your documents are out of date.

And even when nothing changes, many of your documents still have to go through a periodic, formal review to make sure that the information they contain is still accurate. This may be critical to your organization if it has to maintain a high standard.

But managing policies and procedures manually in a paper-based system is complex, error-prone and inefficient.

You need a way to

• Deal with documents (e.g. emails, file server, printing, etc.) simply and reliably;
• Get the most current, accurate information to managers, staff, and customers without delay;
• Locate the correct version of documents and policies;
• Maintain individual and departmental accountability regarding policy/procedure changes;
• Preserve an audit trail of reviews, edits, and approvals for regulatory compliance.

The iMarkup Solution

The iMarkup Server brings you management, automation and tracking tools to help you address these challenges.

By automating your processes for the changes, reviews and approvals of your policies and procedures, you reduce errors and ease your workload.

Document management and process automation with the iMarkup Server can provide many benefits to your organization. It can:

• Track document approvals and provide confirmation of review and sign-off's for auditing and compliance requirements;
• Maintain a consistent methodology and procedure for changes to ISO documentation;
• Reduce paper handling and manual routing to eliminate errors;
• Prevent productivity problems due to lost or mishandled documents;
• Provide easy to use auditing functions that enable lookups by approver, reviewer, author, or information about the document.

Reference Accounts

Many companies use the iMarkup Server to support the management of their documents, policies, procedures and other digital content. A key component to the management of these documents is the automation of the workflow processes to accelerate the review, edit, approval and publishing process. Here’s how using the iMarkup Solution affected one of those companies.

 “Unlike manual systems where emails and printed documents can be lost or misplaced, iMarkup’s workflow automation eliminated a lot of mistakes and common errors,” explained Bob Brearley, Director of MIS for Metropolitan Chicago Healthcare Council, “We’re able to publish time-sensitive information quickly and efficiently.”

For information on how the nation’s second largest 24x7 poison control center uses the iMarkup Server, click here.

For more information on how iMarkup Solutions can help you manage and automate your policy and procedure processes, contact us to schedule a web demo.