NAVEX Global Reviews

• The accountability of staff compliance with reading policies/procedures
• The automated clearance process
• Easy storage of policies and procedures
• Using a template to standardize the content and formatting of our P/P
• Search function
• The ability to upload documents into files

Uploading PDF’s is more time consuming and you have to go in and out of multiple screens/functions.

If I want to upload a completed contract, for example, into a category, I have to click on system setting, document setup, import documents, upload the document, wait for the email message to come in that it’s completed the task, then open the document to do the properties wizard to save it in the category I want. Only DCA’s have this capability.

I’m trying to convince users that it is cleaner to save the signed version in policytech, where you can set an automated reminder to review the document (annually, e.g.), then to simply scan it and save it on a shared drive. Because there are so many steps to getting the document where you want, and it’s not really intuitive to the end user how to use this process, I’m stuck being the only one to manage this process.

When setting up Policytech initially, the trainer on the videos used the example of creating categories for things such as completed contracts; that’s what gave me the idea. Great concept but very time consuming.

5 years between my current employer and as an employee at the State of Nevada.

No problems.

No problems.

10/10

No. I administered the staff at the State of Nevada who completed the informal bidding process of three different products in this line. At that time, PolicyTech stood out as a superior product. I have not researched competition since that time.

Straightforward

Worth every penny. Not a critical business process worth skimping on; its impact when fully introduced and utilized is incomparable.

The organization used the shared drive but there were so many versions of documents spread throughout so many different folders and no way to determine which staff had read what.

This is a very intuitive software program. As with any new product, you need your champion(s), starting with administration, and the set up takes time but is smooth and logical. We didn’t have enough policies and procedures for our organization so converting old documents was not as time consuming as it may be for well-established organizations with many documents. Regardless, very worth it in the long run.

Allowing the input of investigation cases, the ability to track information and to compile data. It allows us to prepare detailed reports for different levels of the organization in the form of Excel spreadsheets, graphics, percentages of descriptive reports daily, monthly, yearly and number of cases per those periods. It gives the option to separate the cases by descriptions of each type case and/or by allegations only.

In addition to the ongoing process of receiving reports from the organization when anonymous callers would make reports through the hotline, we easily complete an Intake Form with the information received from NAVEX, prepare a file, review for either our office to investigate or if it is to be referred to another department or division. If referred out then we enter an assigned case number, confirm having the accurate file and update this by noting it in Global Compliance.

There is an area on the “New Case” screen that I have reported a while back that when we click the drop down boxy to select state, then onto select the city, the state selection selected is deselected, it’s selected again and the city is deselected but after a couple of selections with it only in that area it does maintain the selection. Otherwise, there's so much that I still need to learn, so I can’t say what else could be improved.

Four to five years.

Nothing more than what I mentioned earlier.

My experience is that they are professional and always ready to assist as best as possible. Each has demonstrated such genuine customer service! Customer Service Training could possibly be an additional tool developed by NAVEX.

It’s been a very long time since we had to call. When we did call, we were taken care of immediately, promptly and in a timely manner! It’s been awesome!

Depending upon the needs within their organization being like ours, then everything I described would apply to them.