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Shared Client Documents: Policies and Procedures

A policies and procedures manual documents how your organization enters and maintains records and performs database functions. Documenting policies and procedures helps ensure data consistency and increases efficiency. Your manual also serves as a training document for new employees. Use these examples from other organizations as a starting point. Every organization's policies and procedures are unique, so we don't recommend copying another organization’s manual. The value of your manual derives from the effort you spend creating and maintaining it. For tips for creating your own policies and procedures manual, review Knowledgebase solution BB90981.
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Gifts in Kind
Last Post by Cheena DeAraujo , 02-06-2012 12:04 PM
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RE P & P Manual - Bequests & Prospect module
Last Post by Cindy March , 02-01-2012 12:14 PM
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Ensuring PHI Information is not being stored in the system
Last Post by Gina Laino , 01-31-2012 11:13 AM
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If anyone has a P&P Manual in Healthcare and wouldn't mind sharing...
Last Post by Jennifer Patterson , 01-26-2012 10:12 AM
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Data Entry Form - New Prospect Record
Last Post by Stephanie Perez , 01-11-2012 10:37 AM
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Import Process Flow
Last Post by Judith Bromley , 12-06-2011 3:53 PM
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RE P&P - General procedures
Last Post by Karen H. Hartt , 11-30-2011 10:29 AM
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Share your P&P Manual with me?
Last Post by Carol Drury , 11-22-2011 2:21 PM
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Policy & Procedure Manual
Last Post by JoAnn Strommen , 11-17-2011 9:52 PM 1, 2, 3, 4, 5
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Popular Post
Policies and Procedures
Last Post by Karen H. Hartt , 11-14-2011 1:59 PM 1, 2
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Fellow Healthcare Orgs- Policy and Procedures Manuals?
Last Post by Kristin Waller , 11-08-2011 2:06 PM
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Linking vs. Embedding RE Media on Constituent Records
Last Post by Melissa Graves , 11-07-2011 11:49 AM
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Calculating Donor Levels
Last Post by Rebekah , 10-25-2011 6:03 PM
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Audit Query
Last Post by Cindy March , 10-19-2011 12:41 PM
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General Donor Survey
Last Post by Jessica Rawn , 10-18-2011 10:34 AM
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Finding duplicate by email address
Last Post by Nicole S. , 10-17-2011 3:16 PM
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Importing Questions
Last Post by Melissa Graves , 10-17-2011 10:14 AM
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VLOOKUP procedure
Last Post by Gina Gerhard , 10-11-2011 9:53 AM
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Event related giving
Last Post by Mathew Heyer , 09-29-2011 11:27 AM
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Policies and Procedures for Sporting Organization
Last Post by Christina Trudel , 09-28-2011 2:10 PM
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