How to Assign a Policy

HOW TO ASSIGN A POLICY

Depending on your access level, you may be able to assign policies to staff for review and sign-off.

Access to assign policies in Policy Professional is based on your role:

• Policy Lead – Can assign all policies
• Policy Manager (Document/Folder) – Can assign policies they manage
• Education Coordinator (LMS access) – Can assign all policies
• System Coordinator (LMS access) – Can assign all policies

Locate the policy in the Published Policies tab.
Click the calendar icon.

• If the course does not exist in the LMS Resource Centre, you must first add it to the Resource Centre, then assign the newly created course/policy through the Resource Library.
• If the policy was previously assigned, the system will automatically skip the course creation step. You can then assign it by selecting the education group(s) or individual(s), along with the required frequency and due date.

See the associated Procedure: How to Assign Education to Staff (LMS)