OnPolicy Help

What is OnPolicy(TM)? It’s the best document management solution for the needs of small-to-medium businesses like yours. OnPolicy stores your important documentation — policies, procedures, etc. — in an efficient and orderly manner. OnPolicy ensures that your employees use only the most accurate and up-to-date versions of your documents.

OnPolicy provides a document review and approval process — the Workflow — to ensure that documents have been reviewed and approved prior to their release and that they’re being reviewed periodically. Because it has all these features, OnPolicy helps ensure your compliance with standards, guidelines, and regulations.

Rather than go into more detail here, we’ve provided a number of links for you (below) so you can quickly learn to use OnPolicy. The “”OnPolicy wiki”” is the primary help resource for OnPolicy users. It is maintained by OnPolicy developers and technical support staff, with contributions from users like you.

Getting Started with OnPolicy 

Third party browser are dropping support for Java and may not work with the OnPolicy software. We suggest using the OnPolicy Client to access the system. Download OnPolicy Client for Windows.

• OnPolicy Overview
• FAQs about OnPolicy
• OnPolicy Requirements
• AWS Security Features
• OnPolicy Glossary

Users Roles

In the OnPolicy environment, there are three kinds of users: Readers, Editors, and Administrators.

OnPolicy Readers

The most common user role for most companies will be the OnPolicy Reader role. Most of your employees will only need Reader permission to access the documents they follow. Readers, as the name suggests, have read-only privileges to documents that have been released to your OnPolicy system.

The Administrator can limit users’ access to all documents or just some (e.g., only their department). Readers can only view officially released documents and do not have access to drafts or previous versions of documents.

OnPolicy Readers have the ability to:

• • Login and Read Announcements
  • Read and search for Required Documents

OnPolicy Editors

The second most common user role is the Editor role. Editors have full access to OnPolicy’s features. Their primary responsibility of the Editor is to create or add documents to the system, edit documents, and to participate in the approval and release work flow process.

OnPolicy Editors have the ability to:

• • Add an Announcement to the OnPolicy Home Page
  • Create Departments and Categories
  • OnPolicy Revision Numbers Explained
  • Following a Document
  • Import new Documentation into the OnPolicy system
  • Logging in and Reading Announcements – Editors
  • Review and Revise Documents
  • Supported PDF Conversion file types
  • Understanding OnPolicy Workflow
  • Add Hyperlinks to documents within OnPolicy

OnPolicy Administrators

Your Administrator is the lead contact with the system vendor (OnPolicy) and is responsible for adding users, changing privileges, roles, and responsibilities, and (in general) overseeing the system. Administrator have full access to the OnPolicy system.

OnPolicy Administrators have the ability to:

• • Adding or Create OnPolicy Users
  • Edit Departments and Categories
  • Enable/Disable Java and other special features