NAVEX Global Reviews

We use this for all of our main policies as well as to keep track for our federal requirements.  We also use it for annual orientation and competencies.

8/28/17 - The fact that we do not have to track down 1200 staff, on 3 shifts has helped tremendously. The majority of compliance has been completed in a timely fashion.

The most valuable features include:

• Ability to access our documents from mobile devices, computers, or anywhere else from a remote location.
• Ability to access our policies from mobile devices, computers, or anywhere else from a remote location.
• Reduced the need to have paper policies that some would be updated. We would have to provide those to all of our employees and we would provide the updated sheets, but they wouldn't update their own books.

There are also multiple benefits:

• Accessing policies.
• Accuracy of policies.
• Viewing policies that need to be in place.

It has given us the ability to see the actual policies the way that they were intended to be written and utilized. We are an accredited agency, ambulance service, and so it gave us a lot of credibility with our policies with that accreditation agency. It really cut back on the policy management workload.

I like the notifications piece. It keeps you from having to go into the system unnecessarily. It’s nice to receive notifications of new cases. It's pretty easy to work with.

Employees sometimes need multiple avenues for expressing their concerns. Sometimes, they're just not comfortable allowing people to know who they are. I like the anonymous feature on behalf of the employees. They can still submit a concern, or tell us that there is something that we need to look out for, and not necessarily reveal who they are.

I don't use it as often as I used to. My line of business has changed over the years. There are two technologies: One that they use as an ethics hotline for their entire workforce. The other is one under the program that I manage, which is separate from the company.

Most of my people just call me directly or e-mail me directly without using the toll-free number that ties into NAVEX. I don't use it as frequently as I used to. Now I use something more specific. I probably use it once over the course of a month or two. It depends.

The valuable feature is just the policy management. I don't know that we do anything particularly innovative with the policy technology. We just use it to manage our policies and make sure that they're being attended to.

It has made all the policies available in one accessible location for people to use them.

We are using the case management and that's pretty much the only feature we are using right now.

This solution gives an opportunity for anonymous hotline complaints. Before the solution, the complaints came directly to the internal audit, and we knew who made the calls. This way, they can be totally anonymous. Our volume of complaints has gone up. People are more comfortable with being anonymous.

My role is to facilitate policy management for the organization. We have two Policy Project Managers and our role is to enable consolidation, process and training for the policy management system. PolicyTech provides a good foundation for our work.

Previously work was done manually. PolicyTech provides the tools needed across our health care organization as we provide a consistent process.

It's a nice product and it really helps process. I think PolicyTech provides a lot of guidance in how to use the product.

The most valuable features are that it’s web based, they're constantly upgrading it and it meets the requirements.

It's a document control system. It stores our documents. They're available on everybody's computers.

We use the PolicyTech solution for our agency's policies and procedures. Their solution allows for a workflow process for development of policies, approval of policies, and review of policies. That's the key. Then, distribution of policies: it distributes policies very quickly and allows us to monitor staff reading those policies and we're able to test the staff’s knowledge related to those particular policies.

The other key thing is that when it comes to compliance, we're able to run reports to show that staff were aware of the particular policies and test it on knowledge when those questions come up.

It has improved the way my organization functions in a couple of different ways. One is when a process problem occurs. Sometimes, prior to the solution, the knee-jerk reaction would be to write a memorandum or write a policy and distribute it among departments. You never had assurance that anybody read it or that anybody understood it. In this particular situation, you see a problem, you do analysis, do you come up with a solution, a new process or tweaking of a process. You go through the workflow with PolicyTech. Then, it will automatically distribute your recommendation to other stakeholders in that process. They get a chance to look at it. They can edit it and give feedback, or approve it. Once approved, you're able to direct who that gets distributed to and if there are any knowledge tests that are necessarily in order to assure full comprehension of that.

It depends on the complexity, but within a matter of an hour or two, you can draft a new process, get it reviewed, and get it distributed for managers and staff members to review and understand the new process. It's really accelerated the process for our staff, understanding what our standard operating procedures are. It is then clearer to the staff what's then being expected of them.

Our policies and procedures are living documents that staff reference and look at every day in big part because the PolicyTech solution actively encourages engagement. They get daily emails related to policies that are waiting to be read. It's an active engagement process throughout the year, instead of an annual policy review or an isolated person drafting a policy.