Here are step by step instructions on how to work your task list in Policy Manager:

• Go to your task list which is located on the second left hand side menu

• Sort your tasks by date by clicking on the “Task Start Date”. Note all of the columns in the grey bar can be sorted, also be dragged to make them bigger or smaller, and dragged to place the columns  in a different order.

• All tasks in red are overdue. If the task due date in the next column  is over 2 years ago, reject the task, as a revision is needed per regulatory guidelines.
  • If you are the “Document Initiator” or in other words the author you will be unable to reject the task as the system expects you to fix your own document.
  • Email Jessica_Pew@ykhc.org (the Policy Manager) with the name of the document and whether it is:
    i. No longer needed = I will retire it.
    ii. Needed = If you understand how, update the approval path and template. If unsure email me and I will correct the approval path and dates and set up a training session for you.  
    iii. The document will then come back to you as a task and you will need to revise the document and place it in the correct template.

• Remember you and your department are responsible for your documents and your manual in Policy Manager. As documents go through the approval process you will want to “check on them” to see if you need to prod others along to complete their portion of the approval process.
  • Select Monitor Processes in the second menu on the left.
  • Type a few keywords from the title of the document into the filter area.
  • This will bring up the document and you can see where it is “stuck”.

For questions on this process, please contact Jessica Pew at Jessica_Pew@ykhc.org or ext. 6199