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The PolicyTech application contains several views for accessing PolicyTech features.
Note: The view displayed when you first log in is determined by a system setting. You can choose your own default view in My Profile (see Changing Your Profile Settings).
If you see the Home option, click it to view a dashboard that can contain a variety of at-a-glance information, including a message from the administrator and compact views of useful information and quick access lists of key documents.
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Notes:
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If personal dashboards have been enabled, you will see the My Dashboard option that lets you choose from among several compact views called widgets to create your own dashboard. See Setting Up a Personal Dashboard for details.
If the Documents Module has been enabled, use one of the following views to find and list documents you have access to:
Search: See Searching for a Document or Questionnaire.
Browse: See Browsing for a Document or Questionnaire.
Favorites: See Adding and Viewing Favorite Documents.
Recent: Lists documents you've recently opened.
If the Questionnaire Module has been enabled, use one of the following views to find and list questionnaires you have access to:
Search: See Searching for a Document or Questionnaire.
Browse: See Browsing for a Document or Questionnaire.
Recent: Lists questionnaires you've recently opened.
This view lists the tasks you've been assigned but haven't completed yet. See Working with My Tasks.
This view lists all the reports you have access to. See the
You will see this option only if you've been assigned the Administrator permission or certain other permissions. See
