- Go to Products>Policy.
- Select Create under the Policy Creation tile.
The Policy Creation tool will open with various tabs to complete.
Policy is for naming and uploading the policy and documents:
Fields to complete:
Name: this will be the policy name;
Title: this will be the policy title;
Keywords: these make it easier to find the content via search and are visible to end users;
Policy Author: optional – insert this information for clarity, if required;
Title: the policy document's title;
Description: the policy document's description;
Choose section content: PDF, Custom Text or Linked URL. PDF is the most common and recommended content type;
Policy Date: use this to add an Original Policy Creation Date.
Response Options is to create a button users click to acknowledge having read the policy:
Fields to complete:
Text: this is the text for the button. An option could be ‘I agree’ or ‘I have read and understood’;
Properties: this can be ‘Close Message’ or ‘Request Exemption’;
Close Message: use this option for users to acknowledge they’ve read the policy document;
Request Exemption: you can provide this option for a user to request exemption from a Policy if required.
Categories: for selecting the relevant category for your policy:
Options: for additional features. (For Basic policies these options may not be required.)
Related Items: for adding a related document or URL to your Policy:
Approval: can be used if you require approval by members of your Organisation before sending policies to users:
Target: for selecting users you would like to receive the Policy:
Email: gives you the option to send the users a customised email to advise a Policy is awaiting their review; you can choose to send this email later:
Send Now: the email will be sent to all users you have ticked within the target tab once you click Publish.
Send Later: you can choose to send the email to users at any time via the Policy In Progress table.
- Once the tabs have been completed, click Publish. Your Policy will be available for your users to review.