Understanding Bulk Settings in Policy Professional

UNDERSTANDING BULK SETTINGS IN POLICY PROFESSIONAL

Bulk settings allow you to apply changes to multiple documents at the same time.  Bulk settings are activated when multiple documents are selected. 

Bulk Settings Field Descriptions

• Total Items Selected
  Displays the number of documents selected.
• Original Date
  The date the policy was originally established.
• Supersede Date
  Optional. Enter a date if the document was reviewed or approved before the next scheduled review cycle.
• Custom 1 / Custom 2
  Fields for additional custom information.
• Reviewers
  Add or remove reviewer(s) for the selected policies.
• Approvers
  Add or remove approver(s) for the selected policies.
• Select Header/Footer
  Choose the appropriate header and footer for the selected documents.
• Next Review Date
  Set the next scheduled review date.
• Frequency
  Select the review cycle frequency (e.g., 1 year, 3 years).
• User Access Settings
  Restrict policy access based on user roles (e.g., Education Coordinator).
• Restrict to Department/Education Group(s)
  Restrict policy access based on selected Education Group(s).
• Original Document Download
  Allows reviewers and approvers to download the most recent published version.
• Description
  Add a brief description to the selected policies.
• Policy References
  Add references (e.g., legislation) to the selected policies.
• Manage Policies
  Assign manager(s) to the selected policies. Managers can administer and assign policies.
• Display Role Instead of Reviewer Name
  Displays the reviewer’s role instead of their name.
• Display Role Instead of Approver Name
  Displays the approver’s role instead of their name.