Empower Employees with Self-Service Access
When employees have questions about policies or procedures, they shouldn’t have to wait for a manager’s response. PolicyTrak’s Knowledge Base gives employees instant access to the information they need—searchable, organized, and always up to date.
Unified Search
Find Answers Instantly
Employees can search across all policies, SOPs, and resources from a single search bar:
- Full-Text Search — Search the complete content of all documents, not just titles.
- Relevance Ranking — Results are sorted by relevance so the most applicable documents appear first.
- Search Suggestions — Auto-complete helps employees find what they're looking for faster.
- Recent Searches — Quick access to previous searches for returning users.
Multi-Level Filtering
Navigate Large Document Libraries Easily
When search isn't enough, powerful filtering helps employees narrow down results:
Category Filters
Filter by policy or SOP category to browse related documents.
Tag Filters
Use tags to find documents matching specific criteria.
Status Filters
Show only active documents (employees never see drafts or archived content).
Date Filters
Find recently updated documents or those from specific time periods.
Location-Specific Content
Right Information for Each Location
Employees only see content relevant to their assigned locations:
- Automatic Scoping — The Knowledge Base automatically shows only documents assigned to the employee's location(s).
- Multi-Location Access — Employees assigned to multiple locations can switch between location views.
- Location Resources — Access location-specific additional resources like videos, guides, and links.
- Contact Information — Quick access to location details and management contacts.
AI Policy Assistant
Get Answers Without Reading Full Documents
Sometimes employees need a quick answer, not a full document. PolicyTrak’s AI Assistant helps:
- Natural Language Questions — Employees can ask questions in plain language like "What's our policy on overtime?"
- Scoped Responses — AI answers are based only on your company's actual policies and SOPs.
- Source Citations — Every AI response links to the source document for verification.
- Conversation History — Employees can continue conversations for follow-up questions.
Mobile-Optimized Experience
Access from Any Device
The Knowledge Base is fully responsive and optimized for mobile devices:
- Card-Based Layout — Touch-friendly interface that works great on phones and tablets.
- Offline Access — PWA support allows access to recently viewed documents even without internet.
- Quick Actions — One-tap access to search, pending acknowledgments, and recently viewed documents.
- Responsive Design — Automatically adapts to screen size for optimal viewing.
Ready to get started?
Start using PolicyTrak quickly and easily with either managed or self-service plans. Click below to empower your employees with self-service access.
Answers on demand
Employees get the information they need without waiting for management responses.
Always current
The Knowledge Base automatically reflects the latest active policies and procedures.
