What is PolicyTech?
PolicyTech is a software program used by Bethany to manage policy documents, including policies, procedures, guidelines, and forms.
Whether you need to review the steps of a clinical procedure or are interested in a Bethany Human Resources policy, all of these documents are easily accessible on PolicyTech.
Sometimes you will be asked to read certain documents and answer a questionnaire to confirm your understanding of a policy or procedure. If you receive email notifications from PolicyTech asking you to read a document, please do so in a timely manner.
PolicyTech allows you to search for documents quickly through a powerful search option. Documents will also contain links to related policies, procedures and forms.
Getting Started
Please complete the following tasks to get started with PolicyTech (10-15 minutes):
- Watch the PolicyTech video for readers;
- Access PolicyTech and change your default browser arrangement;
- Complete the following assignments:
- Read the IT Acceptable Use Policy.
- Search for the Hand Hygiene Policy.
- Find the Unusual Occurrence Form.
1. Watch the PolicyTech Video
Watch the PolicyTech General Reader Training video below:
2. Assignment: Access PolicyTech and change your default browser arrangement
a) Go to PolicyTech: It can be accessed through BethanyConnect, Resources, then PolicyTech or www.bethanyseniors.policytech.com. PolicyTech is also available externally; one does not need to be on the Bethany network to be able to use it.
Select the “My Profile” tab under your name on the top right hand corner of the screen. Once on the “My Profile” page, under the Default Browser Arrangement box, click on the down arrow and select “All Categories”, then click Save.3. Assignment: Completing the following tasks provides an overview of features you will use frequently in PolicyTech.
a) Read the Information Technology Acceptable Use policy.
- Click on “My Tasks” on the left hand side of the screen. This will show you all of your outstanding assignments in PolicyTech.
- Now read the Information Technology Acceptable Use policy.
- Once you have read the policy, mark as read.
- A prompt will appear: “There is a questionnaire attached to this document” click on “Take Questionnaire” and complete the questionnaire.
b) Find the following policy using the Document Search on the left hand side: Hand Hygiene.
- Open Hand hygiene, read and mark as read.
- Add policy to favorites.
c) Find the following form using the Document Search on the left hand side: Unusual Occurrence.
- Find and open the form – Unusual Occurrence Form.
- Mark form as read.
4. Download and print the Quick Reference Sheet to refer to when using PolicyTech:
PolicyTech – Reader – Quick Reference
PolicyTech Quick Reference
5. Additional information is available on PolicyTech:
a) There is a FAQ sheet in PolicyTech found under Administration/PolicyTech categories:
Welcome to PolicyTech
b) To access PolicyTech’s online help:c) If you have additional questions please contact your site Policy Techie or supervisor.
