Policies and Procedures, Organized and Audit-Ready
Control, Visibility, and Versioning - All in One Place
Still relying on shared drives or Teams folders to manage procedures? SimplifyIT gives you a central, structured system where every policy has clear ownership, controlled access, and built-in version history. It's faster for staff and cleaner for examiners.
Designed for Real-World Compliance
- Organize policies by department, role, or category
- Assign edit and view permissions by user, group, or branch
- Track acknowledgments or certifications by staff
- Preserve old versions with timestamped change logs
- Attach procedures to forms, workflows, or alerts
- Full-text search with filters for tags, dates, or owners
From Onboarding to Exams
Procedures shouldn't live in ten different folders or five different systems. When staff know exactly where to find the latest version - and examiners can see version history and access logs - everyone wins. SimplifyIT turns "where's the latest copy?" into a non-issue.
Common Questions
Can we track if employees have read a policy?
Yes. You can enable acknowledgment tracking and view who has read or signed off, with timestamped records.
Can policies link to related forms or alerts?
Yes. Policies can be referenced in alerts, workflows, or forms for easy access and context.
Can we control who edits or views each policy?
Yes. Set granular permissions so each department can manage its own procedures - without losing oversight.
Explore Related Features
- Internal Workflow Forms - Tie forms directly to relevant policies
- Audit Response - Export access history and sign-offs
- Search - Quickly find the right version of any document
- Compliance Tools - Ensure your documentation matches examiner expectations
