Logging in to PolicyTech as a Third-Party Contact

If a PolicyTech user gives you the web address to PolicyTech, you can log in directly and see all tasks you've been assigned.

Important: You must have logged in at least once and set your password before you can log in directly to PolicyTech. If you have not set a password, follow the instructions in Completing a Task as a Third-Party Contact.

1. In a browser, type the PolicyTech web address and then press Enter.
2. In the Username box, type your email address (the one for where you received your first task email).
3. Type the password you set when you first responded to a PolicyTech task, and then click Log in. 
4. You should now see a screen similar to the one below, with all of your currently assigned tasks listed under a task type (Write, Review, or Read/Complete).

Screenshot...

5. To work on a task, click a task type (Write, Review, or Read/Complete), and then click content item title to open it in a separate browser window. Click one of the links below for further instructions.

• Collaborating on (Helping to Write) Content (for assigned writers)
• Reviewing Content
• Reading a Required Document
• Completing a Questionnaire

6. When you're finished, click LOG OUT.

Searching and Browsing

While logged in, you also have the option of searching for or browsing to find documents to which you've been assigned.

Screenshot...

1. Click Documents.

Note: While you can see questionnaires you have recently opened, you cannot search or browse for questionnaires to which you've been assigned. Use My Tasks instead.

2. Do either of the following:

• Click Search, and then see Searching for Content for further instructions.
• Click Browse, and then see Browsing for Content for further instructions.

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