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Home › Online Training ›  Documentation and Policy Management

Documentation and Policy Management Training - Live Webinars, Recordings & CDs

Learn the standards for documentation and management, maintain consistency with common law, regulatory requirements, ethical and current best practice requirements. On this page, browse a broad range of courses specially designed for you.
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Recorded/CD
Should We Offer Home Equity Lines of Credit? HELOC VS. Conventional Mortgage

Should We Offer Home Equity Lines of Credit? HELOC VS. Conventional Mortgage

  • Speaker: J T Turner
  • Product ID: 704612
  • Duration: 60 Min
This training program will offer an introduction to HELOCs and explain how a HELOC is structured. It will also discuss why they are profitable, potential issues, and how to retain loans.
CD/Recorded
$0
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Recorded/CD
A2Z of ACH - Transaction Flows and Standard Entry Class Codes - Part 1

A2Z of ACH - Transaction Flows and Standard Entry Class Codes - Part 1

  • Speaker: Rayleen M Pirnie
  • Product ID: 704571
  • Duration: 90 Min
This three-part webinar series is designed specifically for businesses who either currently process ACH credits and/or debits, or those exploring the network for use in the future. Each session will focus on niche areas of ACH essentials. This first part in the series will focus on recognizing an ACH transaction flow - both credit and debit, identifying ACH network participants, and locating Standard Entry Class Code (transaction) Rules in the ACH Rules book.
CD/Recorded
$0
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Recorded/CD
Grant Writing - All You Need to Know About Criteria, Parameters, Obligations, Application Structure and Grant Reporting

Grant Writing - All You Need to Know About Criteria, Parameters, Obligations, Application Structure and Grant Reporting

  • Speaker: Vidia Ramdeen
  • Product ID: 704550
  • Duration: 60 Min
This training program will help participants identify grant opportunities and get started with the grant writing process. They will gain insight into public/private grants, the grant application process and grant reporting.
CD/Recorded
$0
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Recorded/CD
ISO 14001:2015 - Basic Overview - Module 1

ISO 14001:2015 - Basic Overview - Module 1

  • Speaker: Michael Aust
  • Product ID: 704706
  • Duration: 60 Min
This first training program in the two-part series will focus on the basic precepts of ISO 14001:2015. Attendees will gain an understanding of the concepts, principles and interpretation of the ISO 14001:2015 standard. This session will also analyze how the revision will impact your business.
CD/Recorded
$0
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Recorded/CD
Effecting Sound Employment Background Checks - California Style

Effecting Sound Employment Background Checks - California Style

  • Speaker: Jacquiline M Wagner
  • Product ID: 704701
  • Duration: 90 Min
This webinar training navigates the best practices for effective background checks in California. The Instructor will cover laws and common types of background checks and why it is pertinent. Participants will understand the process and dos and don’ts of background checks and how it helps in building the right kind of talent pool.
CD/Recorded
$0
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Recorded/CD
Conducting Performance Appraisals: A New Paradigm

Conducting Performance Appraisals: A New Paradigm

  • Speaker: Gail Birks
  • Product ID: 704677
  • Duration: 60 Min
This webinar training outlines the best practices of conducting performance appraisals. The instructor will explain how and why to monitor, measure and empower your team’s development and the best tools and scripts to motivate and coach your team. Participants will learn how to negotiate through resistance, build trust, manage team diversity and implement proactive plans during appraisal process.
CD/Recorded
$25
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Recorded/CD
Medical Device Complaints, MDR's and Recalls

Medical Device Complaints, MDR's and Recalls

  • Speaker: John Chapman
  • Product ID: 700196
  • Duration: 60 Min
This training program on medical device complaint handling will discuss in detail the FDA regulations and the regulatory process with respect to medical device complaint handling, reporting and recalls.
CD/Recorded
$179
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Recorded/CD
Conducting Effective Incident Investigation: Avoid Repeat Incidents

Conducting Effective Incident Investigation: Avoid Repeat Incidents

  • Speaker: Michael Aust
  • Product ID: 704688
  • Duration: 60 Min
This training program will explain how to avoid repeat OSHA violations by implementing an effective incident investigation program. It will describe key elements of an effective incident investigation process and identify practices to not perform during the incident investigation process.
CD/Recorded
$0
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Recorded/CD
TILA-RESPA Integrated Disclosures (TRID) Review

TILA-RESPA Integrated Disclosures (TRID) Review

  • Speaker: J T Turner
  • Product ID: 704680
  • Duration: 60 Min
This webinar will discuss the you understand Truth In Lending Act and Real Estate Settlement Procedures Act Disclosures. Instructor will explain how to review the history of the disclosures. Participants will understand the nature of the changes, the Loan Estimate form and calculations, closing disclosure and time considerations of the disclosures.
CD/Recorded
$0
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Recorded/CD
Measuring and Managing Customer Profitability - From Growing Sales to 'Profitable' Sales

Measuring and Managing Customer Profitability - From Growing Sales to 'Profitable' Sales

  • Speaker: Gary Cokins
  • Product ID: 704679
  • Duration: 90 Min
This training program will focus on how to shift the mindset from growing sales to growing profitable sales and to view customers as investments like in a stock portfolio to seek higher ROIs – return on customers (ROC). It will also look at how measuring forward-looking customer lifetime value (CLV) differs from calculating historical customer/consumer profitability for B2C industries.
CD/Recorded
$0
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Recorded/CD
Recruitment and Informed Consent: The Cornerstone of Ethical Clinical Research

Recruitment and Informed Consent: The Cornerstone of Ethical Clinical Research

  • Speaker: Jennifer Holcomb
  • Product ID: 704289
  • Duration: 60 Min
At the end of this training program, participants will be able to differentiate between consent and assent, identify when to use the long form and when to use the short form, describe the consent process using best practices.
CD/Recorded
$229
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Recorded/CD
CDISC Cloud Computing in the Pharmaceutical Industry: Paradigm Shift in Project Management, Analysis and Validation

CDISC Cloud Computing in the Pharmaceutical Industry: Paradigm Shift in Project Management, Analysis and Validation

  • Speaker: Sunil Gupta
  • Product ID: 704674
  • Duration: 75 Min
This training program will help you better manage projects and offer practical tools to understand data content and quality. Attendees will learn to apply validation methods to reduce time to validate clinical summary tables. Attendees will also learn to apply advanced SAS programming techniques to standardize and automate the validation process.
CD/Recorded
$0
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Recorded/CD
CAMELS Methodology | Market Risk Identification, Evaluation and Managing Risk Conditions - CCAR and CLAR

CAMELS Methodology | Market Risk Identification, Evaluation and Managing Risk Conditions - CCAR and CLAR

  • Speaker: Robert Geary
  • Product ID: 704669
  • Duration: 60 Min
This training webinar discusses CAMELS components in terms of the regulators’ evaluation methodology. It covers how these considerations translate into the rating of each component and the formulation of a bank’s CAMELS composite rating. In addition, the instructor explains two related evaluations: CCARS which is a “Comprehensive Capital Assessment and Review”, and CLAR which is a “Comprehensive Liquidity Assessment and Review” and how to rate bank’s capital adequacy and liquidity adequacy.
CD/Recorded
$0
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Recorded/CD
Implementing the Affordable Care Act and Discrimination Laws into your Organization's Wellness Program: Critical Information to Avoid Liability

Implementing the Affordable Care Act and Discrimination Laws into your Organization's Wellness Program: Critical Information to Avoid Liability

  • Speaker: Dr. Susan Strauss
  • Product ID: 704663
  • Duration: 90 Min
A Harvard research study suggested that wellness programs may provide up to a 6:1 dollar return on investment! Organizations with wellness programs report a 15% slower rise in healthcare costs. This training will help participants in creating a comprehensive wellness and disease prevention program to improve employee health while decreasing the employer’s healthcare costs. The participants will understand challenges: employee discrimination based on disability, race, or gender, and how to incorporate non-discriminatory options in their wellness strategy.
CD/Recorded
$0
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Recorded/CD
Pharmaceutical Company Specific Records and Information Management Programs

Pharmaceutical Company Specific Records and Information Management Programs

  • Speaker: Charlie Sodano
  • Product ID: 704667
  • Duration: 60 Min
This training program will focus on creating a workable and effective records and information policy. It will also discuss establishing records and information management responsibilities, determining the locations of all information resources, planning long term archiving, and content and records management software considerations and options.
CD/Recorded
$0
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Recorded/CD
Writing Effective Email

Writing Effective Email

  • Speaker: Phil Vassallo
  • Product ID: 704380
  • Duration: 90 Min
This training program will discuss best practices for managing your email system effectively and efficiently. It will guide attendees in composing purposeful, reader-focused emails and in employing strategies for creating a courteous tone.
CD/Recorded
$199
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Recorded/CD
FDA Compliance and Laboratory Computer System Validation

FDA Compliance and Laboratory Computer System Validation

  • Speaker: Carolyn Troiano
  • Product ID: 704660
  • Duration: 60 Min
Upon completion of this training program, attendees will have an understanding of laboratory system computer validation planning, execution and management concepts, based on the System Development Life Cycle (SDLC) framework. They will have received the guidance on industry best practices necessary to develop a compliant and cost-effective validation program. They will understand the steps for validating laboratory systems, along with the key documentation associated with maintaining the systems in a validated state, while minimizing costs. Attendees will gain a good grasp of how to leverage these practices across all systems by creating a standardized program.
CD/Recorded
$0
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Recorded/CD
Building a Comprehensive Fraud Investigative Report

Building a Comprehensive Fraud Investigative Report

  • Speaker: H. David Kotz
  • Product ID: 704035
  • Duration: 75 Min
This training program will discuss how to ensure the credibility of a fraud investigative report. It will train attendees on conducting effective witness interviews, discuss fraud investigative techniques utilized in different situations, and offer tips to locate relevant documents in a fraud investigation.
CD/Recorded
$149
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Recorded/CD
Wage and Hour Compliance Under the New Regulations - Part 3

Wage and Hour Compliance Under the New Regulations - Part 3

  • Speaker: Bob McKenzie
  • Product ID: 704635
  • Duration: 60 Min
The proposed changes to the salary level to qualify for an exemption will have a huge effect on traditional pay practices of most organizations. This training program will explore how the potential cost of not complying will also rise substantially. Business managers and HR professionals have to know what the new regulations are, how they will affect their business model, if the changes will increase the cost of labor and how to communicate the changes to affected employees.
CD/Recorded
$249
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Recorded/CD
The Federal Fair Credit Reporting Act (FCRA) and Background Checks

The Federal Fair Credit Reporting Act (FCRA) and Background Checks

  • Speaker: Lester S Rosen
  • Product ID: 704456
  • Duration: 75 Min
This webinar training will explain the Federal Fair Credit Reporting Act (FCRA) and how it affects the pre-screening and investigation process of current employees. It will discuss the regulations and law that employers should comply with while hiring new employees to avoid getting into legal issues in future. Participants will learn about the best practices and regulatory requirements regarding background checks, pre-screening and investigation for safe hiring.
CD/Recorded
$249
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