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  • DynamicPolicy User Manual V7.0
    • DynamicPolicy™ Overview
      • Audience
      • Document Organization
      • Customer Service Information
      • Introduction
    • Chapter 1 DynamicPolicy™ Installation
      • Installing DynamicPolicy™
      • Registering Your Copy of DynamicPolicy™
      • Log in to DynamicPolicy™ for the first time
      • Generate an installation ID/obtaining a license key
      • Complete the registration/license process
      • Changing the Administrator Password
      • Reset the Admin password
    • Chapter 2 Getting Started with DynamicPolicy™
      • Opening the DynamicPolicy™ application
      • Log in / Log out
      • Navigating in DynamicPolicy™
      • DynamicPolicy™ functions
      • Printing Documents
    • Chapter 3 DynamicPolicy™ Management
      • DynamicPolicy™ Management Cycle
      • Creating Policies and Procedures
        • Log in as Administrator
        • Navigate to the Policy Center:
        • The Policy Center screen
        • Create Table of Contents
        • Add your company name to the Table of Contents
        • Add new sections to Table of Contents
        • Add policy sub-sections
        • Revise section titles
        • Edit, delete, or move sections and Subsections
        • Restrict access to sections with permissions
        • Add new policy and procedure documents
        • Edit HTML policies and procedures
        • Using the HTML text editor
        • Change document titles
        • Import a MS-Word/PDF Document
        • Add additional files as attachments.
        • Add a link to another DynamicPolicy™ document
        • Add graphics to a document
        • Add a hyperlink to a document
        • Add a Reference Number to policy documents
        • Create direct links to share policy documents
        • Move documents to other sections
      • Creating Policies Using External Content and Templates
        • Import content
        • Import licensed content
        • Request a license key
        • Enter the license key
        • Export content
        • Add license controls to exported content
      • Reviewing and Approving Policies and Procedures
        • Promote Draft documents to the Review stage
        • Using Properties to manage document access
        • Enable/restrict access to documents and comments
        • View document audit trail
        • Review policies
        • Submit reviewed policies for approval
        • Approve policy and procedure documents
        • Publish policies and procedures
        • Distribute documents to reviewers, approvers and end users
      • Policy Creation: Additional Functions
        • Create workflows: pre-define reviewers, approvers and audiences
        • Create document templates
        • Reject or delete a policy during creation
        • Modify published policies and procedures
        • Reassign ownership of documents
        • Change the audience for published documents
        • Copy policies
        • Downloading policy documents
        • Deactivate a policy
        • Search for policies or existing system users
        • Recover or copy inactive documents
        • Create customized fields
        • Categorize documents with customized fields
      • Managing Quizzes
        • Create a quiz
        • Add quiz questions
        • Edit a quiz
        • Delete questions from an existing quiz
        • Add more questions to an existing quiz
        • Finish a quiz
        • Return a finished quiz to draft
        • Change quiz owner
        • Copy a quiz
        • Delete a quiz
        • Assign quizzes to policies
        • Assign a quiz to a policy during policy creation
        • Assign quizzes to draft policies from the Quiz Center
        • Assign quizzes to approved or published policies
        • Remove quizzes from policies
      • Managing News
        • Create news
        • Delete news articles
      • Managing Alerts
        • Set up alert subjects
        • Review alerts
      • Managing Reports
        • Report Descriptions
        • Create reports
        • Export report results or print reports
        • Generate a custom report
        • Send a message to a user
        • Print reports
    • Chapter 4 System Administration Functions
      • Managing Users and Groups
        • Create New Users
        • Create guest user accounts
        • Import user names from external files or directories
        • Establish Users via LDAP Authentication
        • Assign User Permissions
        • Edit information for a single user
        • Assign permissions to multiple users
        • Deactivate users
        • Reactivate users.
        • Change or reset user passwords
        • Create groups
        • Assign users to groups
        • Edit group names
        • Remove users from groups
      • Managing System Preferences
        • Select the language of the application
        • Select the screen appearance
        • Customize the application logo
        • Manage DynamicPolicy™ server options
        • Specify the DynamicPolicy™ server’s URL
        • Enable Lightweight Directory Access Protocol (LDAP)
        • Enable notification via SMTP protocol
        • Manage Passwords
        • Manage Modules
        • View Application Logs
    • Chapter 5 DynamicPolicy™ User Functionality
      • Introduction
        • Open the DynamicPolicy™ application
        • Log in as a user
        • Main View screen overview
        • Review and accept pending policies
        • Take a quiz
        • Read current policies
        • Print policies
        • Send comments or messages to policy owners
        • Search for policies
        • Send and review Alerts
        • Send an anonymous Alert
        • Send or receive a notification message
        • Change user password
        • Update your user profile (contact information)
        • Access online Help
    • APPENDIX A
      • Running DynamicPolicy™ with IIS
        • Change home directory local path
        • Run DynamicPolicy™ as a virtual directory
        • Restart IIS
      • Running DynamicPolicy™ with SSL Support
        • IIS 6.0 (or later) and SSL support
    • APPENDIX B
      • System Requirements
        • Server Side
        • Client Side
        • Database Administration
        • Database Backup
        • Removing DynamicPolicy™
        • Advanced Configuration
        • Modifying the Language Interface
        • Customizing the Appearance of DynamicPolicy™
        • DynamicPolicy™ Configuration Settings
        • Configuration File Sample
    • APPENDIX C
      • MS-SQL and DynamicPolicyTM
        • Windows Integrated Authentication
    • APPENDIX D
      • Zequel® License Agreement
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