Hello,
I wanted to poll everyone to determine if and how you are presenting a Personnel Policy Handbook within PPM to your end-users.  Our handbook consists of approximately 30+ policies that each employee and new hire is required to read.  My questions are these:  

1.  Do you have your handbook setup in a single document so that only one "Mark as Read" is selected or do you have it divided into multiple documents with a "Mark as Read" option fo reach document?  

2.  If formatted as multiple documents, how are you organizing those documents in terms of a Category and/or document title format to get them in the correct order to be read?

Katrina Walter, Application Analyst, Athens Regional Medical Center, Athens, GA

Hello Katrina,

This is an interesting challenge.  To answer you two questions i have copied them here.

1.  Do you have your handbook setup in a single document so that only one "Mark as Read" is selected or do you have it divided into multiple documents with a "Mark as Read" option fo reach document?  

Response: We do not have a single handbook. We have +- 18 000 employees ranging from General Assistants to Executives.  We have mulitple levels of processes. What we are trying to do is to have an Electronic Handbook for each Occuption.  This could include highlevel policies to SOP.


2.  If formatted as multiple documents, how are you organizing those documents in terms of a Category and/or document title format to get them in the correct order to be read?

Response:  Major challenge for us.  I have started at ORG > Departmental level and now i am looking at Mega Process Level.


We can chat via email if you like.



Andrew Morrison-Young
Email: andrewm@jdg.co.za

Replying to anirtak67

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Andrew,
Thank you for your follow-up.  I believe I have determined a 'work-around' as even Tech Support did not have an answer.  I ended up making all of the individual policies as "Not Required to Read" and then created a single document with "Required to Read" and hyperlinks to all of the documents that comprise the handbook.  The description/body of the document indicates that "the user understands that by selected "Mark as Read", h/she is certifying that all elements of the handbook have been read and understood".  

So far, the HR department is okay with the document format and are refining it for use in production.  We believe that this will satisfy the labor rules and laws.

Katrina Walter, Application Analyst, Athens Regional Medical Center, Athens, GA

Replying to AndrewM-Y

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