How to Upload Policy (Standard Upload)

HOW TO UPLOAD POLICY (STANDARD UPLOAD)

Policies can be uploaded in two ways:

• Standard Upload: Upload your document(s) first, then enter the policy details.
• Bulk Upload Wizard: Enter policy details first, then upload your document(s).

Uploaded documents will appear in the New Policies tab until they are Published or moved to Under Review.

How to Upload Policies

1. Click Create New
2. Select Upload Policies
3. Upload your document(s) or select a folder (folders will be created automatically - skip step 4)
4. Choose the appropriate folder, sub-folder, or section
5. Click Submit

Once uploaded, policies will appear in the New Policies tab, where you can add additional details.

Adding the Policy Details

The policy details can be added at an individual policy level, one at a time or you can click on Bulk Details. The icons available to make edits/add details are the pencil icon, the cogwheel and bulk settings.

Pencil Icon - Allows you to edit the title of the policy

 

Cogwheel  - Allows you to Add the Policy Details

The Details tab is where the  pertinent information is added at the individual policy level. It also allows you to preview changes, publish policies, or send them for review. The details that can be added or edited include:

Policy Manual Details - Transfer the policy to another manual

Policy Document Details -  Add/Edit policy id, policy name, policy description, policy references, and the original date

Reviewer/Approver Details - Add/Edit the next review date, reviewers and approvers, and the supercede date

Select Header and or Footer-Select the appropriate header/footer

Additional Fields - Allows for the restriction of who can view the policy, custom fields, the selection of which policies will be linked

Invites - The list of external editors invited to collaborate with on the policy

Activity Tab

This section displays historical information for the policy, including the last reviewed date, last approved date, associated users or roles, and any comments.

Linked Policies

Linked policies are listed here and can be opened in a new window.

References

Any references that are added in the policy are displayed here ensuring the user has easy access.