Micah Ruth Angeles
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Activity overview
Latest activity by Micah Ruth Angeles-
Micah Ruth Angeles created an article,
Dashboard - Policy Professional
DASHBOARD - POLICY PROFESSIONALDashboard OverviewThe Dashboard provides a visual summary of key policy activity and performance. The metrics help to quickly understand trends, status, and workload...
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Micah Ruth Angeles created an article,
Approving a Policy in Policy Professional
APPROVING A POLICY IN POLICY PROFESSIONAL Approving a document in Surge Learning completes the review cycle. Multiple approvers can be assigned to a document. A setting is available to require all ...
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Micah Ruth Angeles created an article,
How to Review a Document in Policy Professional
HOW TO REVIEW A DOCUMENT IN POLICY PROFESSIONALPolicy Professional supports an automated review cycle to help keep documents current. If a document requires review outside of the scheduled cycle, i...
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Micah Ruth Angeles created an article,
A General Guide to Managing Policy Professional
A GENERAL GUIDE TO MANAGING POLICY PROFESSIONAL Uploading Policy Documents - Single or Multiple Document (Add your Details After the Upload) Click on New Policy TabSelect Your folder/sub folder et...
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Micah Ruth Angeles created an article,
How to Assign a Policy
HOW TO ASSIGN A POLICYDepending on your access level, you may be able to assign policies to staff for review and sign-off.Access to assign policies in Policy Professional is based on your role:Poli...
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Micah Ruth Angeles created an article,
Adding a Logo to Policy Professional
ADDING A LOGO TO POLICY PROFESSIONALA logo can be added to policy professional documents. This can be added at the setting’s level within Policy Professional.To add a logo to Policy Professional:Fr...
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Micah Ruth Angeles created an article,
Uploading Policies (Bulk Upload Wizard)
UPLOADING POLICIES (BULK UPLOAD WIZARD)Policies can be uploaded in two ways:Bulk Upload Wizard: Enter policy details first, then upload your document(s).Standard Upload: Upload your document(s) fir...
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Micah Ruth Angeles created an article,
How to Search for and View Policy Using Policy Professional
HOW TO SEARCH FOR AND VIEW POLICY USING POLICY PROFESSIONALPolicies uploaded for the organization can be found within the Policy Professional product.The search function can be used to quickly loca...
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Micah Ruth Angeles created an article,
How to Upload Policy (Standard Upload)
HOW TO UPLOAD POLICY (STANDARD UPLOAD)Policies can be uploaded in two ways:Standard Upload: Upload your document(s) first, then enter the policy details.Bulk Upload Wizard: Enter policy details fir...
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Micah Ruth Angeles created an article,
Updating a Policy Assignment
UPDATING A POLICY ASSIGNMENT If your organization uses Policy Professional to manage policies, you can assign them to staff for review and sign-off. When a policy is updated in policy professional ...