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How to Create a Policy

  1. To begin, navigate to Policy.
  2. Select the Policy Creation tile.

    The Policy Creation tool will open with various tabs to complete.

    The Policy tab is for naming and uploading the policy and documents. 

    Fields to complete:
    Name = Policy name
    Title = Policy title
    Keywords: These make it easier to find the content via a search, and they are visible to end users.
    Policy Author: Optional – insert this information for clarity, if required.
    Section 1
    Title: Policy document's title
    Description: 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.

    Use the Response Options tab to create a button which users will click to acknowledge they have read the policy.

    Fields to complete:
    Text: This is the text for the button, e.g. ‘I agree’ or ‘I have read and understood’.
    Properties: Can be either ‘Close Message’ or ‘Request Exemption’.
    Close Message: Use this option for users to acknowledge that they’ve read the policy document.
    Request Exemption: If required, you can provide this option for a user to request exemption from a Policy.

    For selecting the relevant category for your policy.

    Options: For additional features.  (Note: For Basic policies, these options may not be required.)

    Related Items: Used for adding a related document or URL to your Policy.

    Approval: This can be used if you require approval by members of your Organisation before sending policies to users.

    Target: Select those users who are to receive the Policy.

    Email: This gives you the option of sending a customised email to users advising that a Policy is awaiting their review. (You can choose to send this email later.)

    Send Now: Once you click Publish, the email will be sent to all users ticked within the 'Target' tab.
    Send Later: You can choose to send the email to users at any time via the Policy in Progress table.


  3. Once the tabs have been completed, click Publish.  Your Policy will be available for your users to review.