Overview
- Open Okta: Launch "Okta" from your applications or browser.
- Search for PolicyTech: Type "PolicyTech" into the search bar.
- First-Time Access: If this is your first time logging in:
- Enter Credentials: Use your PC username and password to log in.
In Okta, PolicyTech appears as a tile labelled PolicyTech, carrying the PolicyTech Policy & Procedure Management logo; click it to open the application.
Opening screen: Logging in takes you to the opening screen (BROWSE). The menu on the left lists Home, My Dashboard, Documents (with Search, Browse, Favorites, Recent, and New Document), My Tasks, Reports, System Settings, and More. The number badge beside My Tasks is the number of tasks waiting for you. The main pane shows a Departments tree of document folders, filtered by Site, My Relationship (All Documents), and Status (Published), with a Find... box at the top right. Click My Tasks.
My Tasks: All of the tasks assigned to you appear here, grouped by type with a count beside each — for example Read the following documents as soon as possible and mark that you have read them, Links need to be updated on the following documents, and Reassign these users' documents to another document owner. Click on the task.
Open the document: The task drops down to show the Policy or Procedure that needs to be reviewed or approved, in a table with Title and Document Owner columns. Clicking the title takes you to the document.
Mark as Read: The document opens in a viewer showing its status (for example Approved - Published), the page count, and a green Mark as Read button in the toolbar above it. After reading the Policy/Procedure, click Mark as Read.
Confirm: A Mark as Read dialog appears: By marking this document as read, you are stating that you have read and understood the complete document. If you do not understand, click Cancel and contact your supervisor. Click Mark as Read again (or Cancel). This confirmation matters — employees are accountable for actually reading and understanding the company's Policies and Procedures.
Done: The document closes and you return to My Tasks, where the completed task has disappeared. Ready to log out? Click the drop-down by your name in the upper right and click Sign out. Congratulations on your first successful encounter with PolicyTech!