How To: Creating a Policies & Procedures Workscreen

Related to Product: SectyrHub 340B

Applies to: Service Providers, System Users, Covered Entity Users 

Description: The following steps will guide you through the process of creating and completing a policies & procedures (P&P) workscreen. This article can be used alongside the article: Policies & Procedures -Workscreen. 

To save your work at any time, click the "Save and Continue" or “Save and Exit” button located at the bottom of the screen.   

• Clicking the “Save and Continue” button will save your work while remaining on the same workscreen.  
• Clicking the “Save and Exit” button will save your work then redirect you to the listing page. 

(Tip: Click the information icons  available throughout the workscreen to see additional information.)

1. Navigate to the Covered Entity dashboard.
2. Click the Policy & Procedure requirement tile.
3. Click the "New Workscreen" button in the top right corner of the page.
4. Add a Name for the workscreen. (Please note: This is a required field and files cannot be uploaded until the workscreen is named.) 
5. Click the "Upload New File" button to add the related document(s). For example, the original, amendments, or any other files related to the P&P. You can upload multiple files at once by selecting more than one.
   • If Master Document workscreens have been made available to a covered entity for policies and procedures, the covered entity’s policies and procedures workscreen will include the option to reference a master document.  If a master document applies to the requirement workscreen at hand, select the appropriate master document workscreen name from the dropdown. This will reference the included documents that are in an executed or archived state.   
6. Once the document(s) are uploaded, continue to fill in the information related to the document(s). Please note: the document(s) status defaults as Draft and will create an issue if left in this state.
   • Document Description
   • Document Type
     • Original
     • Original w/ Amendment
     • Amendment / Notice
     • Other
   • Status
     • Draft
     • Final
     • Archived
7. Type the Created Date of the P&P or use the "calendar" button to the right of the field to select a date. This date should be available within your uploaded P&P.
8. Type the Last Revision Date of the P&P or use the "calendar" button to the right of the field to select a date. This date should be available within your uploaded P&P.
9. Type the Next Review Date or use the "calendar" button to the right of the field to select a date. This will serve as reminder to revisit this P&P workscreen.
   • It is recommended setting it 90 days prior to the P&P renewal/termination date.
10. Check the Requirement box(es) that the documents included within the workscreen satisfy. Each box should be checked somewhere within your policy & procedure workscreens.
11. Type a Description into the text box. This is an optional field where you can take note of information within the P&P that you would like to have readily available.
12. Click the "Save" button to complete the workscreen. (Since SectyrHub 340B has inactivity logout times based on your organization's specifications, Sectyr recommends saving the workscreen if you plan to navigate away from the browser for an extended period of time to avoid losing work.)

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