Policy Passport

Policy Passport is an online document monitoring and tracking tool to assist you with managing important documents in a simple and cost-effective way.

Policy Passport.

The complete document distribution and attestation solution for any business.
See how it works

How can Policy Passport help you?

A simple and cost-effective cloud-based solution to manage compliance risks in your business.

Distribute and track employee interaction with important documents

Policy Passport lets you distribute documents and then track whether employees have received access to it and how they interact with it.

You can track whether employees have:

read a document
completed a test on the content of the document
electronically acknowledged that they have read and understood the document
provided feedback on the document.

Monitor whether employees understand your documents

With Policy Passport, you can create multiple-choice questions with feedback to test understanding of your documents.

Ensure that your documents mitigate risk

Policy Passport helps you analyse the weaknesses in your policies or company documents.

Policy Passport provides detailed feedback on the test results and indicates which questions were answered incorrectly, how often, and by whom.

This allows you to determine who in the organisation struggled to understand your document and may need further communication or training to mitigate the relevant risks.

Get feedback on your policies

Policy Passport supports a survey feature to get detailed feedback on assigned documents from your target audience.

Live reports at the click of a button.

Policy Passport has the following reporting features:

Individual results
Overall document completion status
Departmental or business unit level reports
Reports that are shareable with stakeholders
Customised reports using filters

Convinced yet? Schedule your demo session today.

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How does Policy Passport pricing work?

A ONCE-OFF SET-UP FEE + A MONTHLY SUBSCRIPTION FEE + A MONTHLY SUPPORT PACKAGE.

Once-off set-up fee

The set-up fee covers everything from the kick- off phase to the training phase. It includes:

Meeting with you to understand your business, reporting requirements and technology.
Collecting your information and ensuring it is in the correct format to upload or import.
Setting up your client profile, groups, reporting contacts and people.
Running a pilot to test the system.
Training your administrators.

A monthly Subscription Fee

Your monthly Subscription Fee is determined by your Enrolment Limit and by your selected Feature Plan.

Your Enrolment Limit is the maximum number of users that you may enrol on Policy Passport.

Only active users count towards your Enrolment Limit. The data of deactivated users are archived for record-keeping purposes.

A monthly support package

You can choose your support package depending on how much ongoing support you will need from our team. We are flexible about your choice, so you can change your support package by giving us 48 hours' notice.

We have the following packages: