Uploading Policies (Bulk Upload Wizard)

UPLOADING POLICIES (BULK UPLOAD WIZARD)

Policies can be uploaded in two ways:

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

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

Tip: It is best to Bulk Upload Documents with similar properties (i.e. Reviewer, Approver, dates etc.)

How to Upload Policies

1. Click Create New
2. Select Bulk Upload Wizard

3. Complete the Wizard Fields:

a. Choose the Manual

b. Add the Policy Detail, which include: 

i.  Policy Document Details -  Add/Edit policy id, policy name, policy description, policy references, manager/lead of the policy document  and the original date

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

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

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

c. Click Submit and Continue

d. Drag and Drop your documents

From here, choose an action:

• Save – Keeps the document in the New Policies tab
• Save and Publish – Publishes the document immediately
• Send to Under Review – Moves the document into review
• Send to Pending Publish – Schedule the document for future publication 

Send to Pending Publish

• Type in the future date for publication
• Click submit