Policy & Document Management – Product Implementation Course
Available for 365 days upon enrollment
Product / Implementation Course

Policy & Document Management – Product Implementation Course

Course Overview:

Policy and Document Management (PDMS) provides organizations a single repository for storage and access to policies and documents. The App also provides a consistent framework to create, manage and update policy documents in addition to capturing attestation and exception requests from users. 

This course enables participants to understand and configure the app based on the business' requirements and also enables them to own and manage the app after the initial setup process.   





3 Hours


3 Hours

Q&A with MSU

1 Hours


Familiarity with Policy Management Concepts

Certification Awarded*

MetricStream Certified Policy Management Product Implementation Associate


Learning Objectives: 

The training is focused on making trainees understand the features, process, workflows, and functionalities of the Policy Management Product. At the end of the training, practice and certification, trainees will have knowledge on how to implement and perform basic configurations on the PDMS product which includes knowledge on:  

·             Product Functionality & Use Case - Workflow Usage

o    Understand how to navigate the PDMS app

o    Upload, workflow and publish documents

o    Create inline documents

o    Attest to policies

o    Administer and manage the PDMS app

o    Automating Attestations

·             Product Configuration

o    Configuration Workbooks

o    Updating LOVs

o    Provisioning Users

o    Configuration Parameters

·             Product/Use Case Setup, User Management & Basic Administration

o    Define document categories

o    Define document privileges

o    Manage user access within the PDMS app

o   Create document lifecycles based on business needs


Practice & Facetime with Instructor:

Once you start the course, please reach out to MSU at [email protected] to get a practice instance allocated. Upon completion of course content and sufficient practice, reach out to your MSU instructor for your 2 hr Q&A session to clarify and address any open questions.


Certification (Optional):

To be certified, you need to score a minimum of 75% on both the objective and practical assessment. You are allowed a maximum of 2 attempts to pass the certification tests. Please reach out to the instructor once you are ready for assessment. The maximum duration allowed for appearing for assessment is 2 weeks from the course assignment date.

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Course content

  • Lesson PDMS: Overview

    Policy and Document Management (PDMS) enables organizations to adopt an electronic and automated approach for a complete lifecycle management of policies from creation, review, approval, communicat...

    • Agenda & Overview (14 Minutes)