Do you encounter challenges with controlling the number of workflows? Or keeping document recommendations and edits within PolicyStat? If so, you’re not alone. Consider these strategies to help streamline workflows: Ensure you have aDocument Management Policy* that addresses who can create workflows and a Procedure that outlines the steps for requesting approvals. Conduct an annual review of workflows to identify any that are not in use,in limited use), or appear to be a duplicate. Thenevaluate those that can be deleted, merged or revised. Require that all recommendations and edits for documents managed in PolicyStat be made in the software. *This would be part of your Document Management Policy Anyone else have recommendations?
Workflow Challenges.... Streamlining the work
Rebecca - We have not found a good solution as each department has different stakeholders/approvers and committees. We encourage committee approval vs. individual-by-individual when able. We do have a separate area called “Patient Care” that we use specifically for policies that are multidisciplinary (nursing + RT/Lab/Pharmacy/Imaging combinations) and then the workflows follow. We have a very restricted set of administrators (2 + 1 backup) for a platform that houses 15 locations and serves 14,000 staff - this to better managethe integrity of the system.So, we can control how/whenworkflows are built, but have not been able to reduce #'s or bring them to any standard. It is complex to manage and no easier after 4 years of doing this work.
Commented by: Carol Upcraft