See topics forPolicies
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.
Session Descriptions
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. No registration required. The monthly drop-in sessions can be accessed using the same Microsoft Teams meeting link each time.
2025 Drop-in Session Dates (scheduled for every third Thursday at 9:00 a.m.):
- January 16
- February 20
- March 20
- April 17
- May 15
- June 12 (rescheduled date due to 6/19/25 holiday)
- July 17
- August 21
- September 18
- October 16
- November 20
- December 18
Policy Manager 101 – Intro Refresher
This brief 30-minute session revisits the basics of Policy Manager, reviewing the essential topics covered in the mandatory Policy Manager Introductory Training in Saba. Pre-registration is required.
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
Policy Manager 102 – Task Management
When assigned a task in Policy Manager, you are responsible for the review and/or approval of a policy or other standards document in the system. Pre-registration is required.
This session will cover:
- How to complete a task
- How to monitor processes (i.e., check the status of a document in an approval process)
- The collaborative editing tool
- Approver responsibilities
Best Practices for Policy Writing
This session 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. Pre-registration is required.