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How to create a policy
- To begin, once within Policy, select the 'Policy Creation' tile to open various tabs that need to be completed.
- The first of these, 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 have read the policy document.
- Request Exemption: If required, you can provide this option for a user to request exemption from a Policy.
- Categories: For selecting the relevant category for your policy.
- Options: For additional features. (Note that 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.
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- 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.
- Once all of the tabs have been completed, click Publish and your policy will then be available for your users to review.