To support ongoing engagement with Policy Manager, the Policy Team is offering the following training and education sessions. These sessions are designed to reinforce key aspects of Policy Manager and enhance your understanding of its features and processes.

Questions? Contact policy@uchc.edu for more information.

Policy Drop-in Sessions 

Join at any time during the drop-in session to receive direct guidance from a member of the Policy Team. Ask questions about anything Policy-related (Policy Manager, policy process, etc.), or simply listen to gain insights. 

2026 Drop-in Session Dates (scheduled for every third Thursday at 9:00 a.m.):

• January 15
• February 19
• March 19
• April 16
• May 21
• June 18
• July 16
• August 20
• September 17
• October 15
• November 19
• December 17

The monthly drop-in sessions can be accessed using the same Microsoft Teams meeting link each time, no registration required. Participants can join at any time within the hour.

 

Policy Manager 101 – Intro Refresher Training 

This 30-minute virtual session revisits the basics of Policy Manager, reviewing the essential topics covered in the mandatory Policy Manager Introductory Training in Saba.

Topics include: 

• Navigating the homepage and menu 
• Tips for finding documents, including search techniques and other helpful tools 
• Exploring the document view page to access detailed document information 

Pre-registration is required, please contact policy@uchc.edu for more information.

 

Policy Manager 102 – Task Management and Collaborative Editing Training

When assigned a task in Policy Manager, individuals are responsible for reviewing and/or approving policy, or other standards documents, in the system.

This one-hour online session will cover: 

• How tasks are assigned
• How to complete a task 
• How to monitor documents in an approval process (i.e., check the status of a document revision) 
• The collaborative Editor and opportunity for hands-on experience
• Approver responsibilities 

Attendees must be able to login to Policy Manager for this interactive training.

Upcoming Training Dates:

• January 29 at 11:00 am - Register here
• February 20 at 11:00 am - Register here
• March 20 at 10:00 am - Register here
• April 24 at 1:00 pm - Register here

 

Best Practices for Policy Writing Webinar

This 45-minute webinar highlights best practices for drafting policies, with an emphasis on organized structure, the use of plain and inclusive language, and other key elements necessary to ensure that policies are accessible, understandable, and actionable.

Upcoming Webinar:

• February 24 at 12:00 pm - Register here

 

Manual Owner Webinar Series

These 30‑minute webinars provide targeted training for the assigned Manual Owners in Policy Manager, who oversee policies and standards documents within their areas. The sessions are designed to equip Manual Owners with practical tools, best practices, and resources to efficiently manage documents, monitor and track revisions, and ensure manuals remain accurate, current, and compliant.

Upcoming Webinars:

• January 30 at 11:30 am: Monitoring Made Simple - Preparing for 2026 Expiring Documents (Register here)
• February 13 at 12:00 pm: From Draft to Template and the Document Lifecycle (Register here)
• March 20 at 12:00 pm: Collaborative Editing and Finalizing with Confidence (Register here)
• April 23 at 12:00 pm: Unlocking the Archives - How to Find and Access Archived Document Revisions (Register here)
• May 21 at 12:00 pm: Assigning and Managing Competencies (Register here)
• June 25 at 12:00 pm: Monitoring Made Simple - Reporting Tools and Mid-Year Momentum (Register here)