Policy Tracker

Policy Tracker

Guarantee that your staff read and agree to comply with your policies

  • Unlimited policies
  • Less than 3 minutes to deploy
  • One fixed price
  • No IT support required

Frequently asked questions

It is a simple way to guarantee that users read, understand and acknowledge corporate policies. It sends policies to relevant staff and keeps track of who opened the policies, how long they spent reading them and who actively acknowledged them.
Now you can create and deploy unlimited policies for one fixed price, without any IT support. The system enables you to customise every aspect of the distribution process, all from a simple dashboard.
For existing clients, the system is fully integrated with the Compliance Learning Management System. You can send a policy to any group of staff from your existing list of users.
Setup for new clients typically takes less than a week. During that time, you receive comprehensive training and assistance in uploading user data using our simple bulk upload spreadsheet.
You can leverage the automation power built in to CLMS Professional to automate most of the policy tracking process. Smart groups enable you to automatically deploy policies by set criteria. For example, new joiners could receive all relevant policies on their first day of work. Follow-up is automated by Nagware, which sends escalating emails to all staff that fail to confirm acceptance of the policy or notification.
Of course. With the CLMS reporting function you can create pretty much any report you can imagine. Common reports include generating a list of all users who have not acknowleged the policy and a list of users who have acknowledged it. All reports can be exported to Word, Excel or PDF.
You should check out Policy Tracker with questions. It is VinciWorks' advanced policy solution that includes the ability to create multiple choice questions to verify understanding. This policy tracker is developed bespoke, and it is not available as an unlimited license.

Policy Tracker with questions
For a higher certainty of compliance

  • Customisable multiple choice questions
  • Set mandatory pass mark
  • Verify understanding of key points

Contact us to receive a quotation for your firm