Policy management
Keep your policies current and up-to-date
By Asa and 1 other2 authors29 articles
- Add a new policyIn this article we explain how to add a new policy.
- Allocate policies to usersIn this article, we explain how to allocate policies to your users.
- Amend due and review datesIn this article, we explain how to amend due and review dates.
- Archive a policyIn this article, we explain how to archive a policy.
- Change the locally responsible personIn this article we explain how to change the person who is responsible.
- Change the policy type for a policyIn this article, we explain how to change the policy's type.
- Create a new policy typeIn this article, we explain how to create a new policy type.
- Create and use location overridesIn this article, we explain how to create and use location overrides for different sites.
- Create personalised fieldsIn this article, we explain how to create, use and edit personalised fields within your policy.
- Download policies to your desktopIn this article, we explain how to download a policy to your desktop.
- Policy compare functionIn this article, we explain how to use the policy compare function to view previous versions of the policy.
- Policy page numbersIn this article, we explain the page numbers and when you'll see them.
- Reset a policyIn this article we explain how you can reset a policy for a staff member.
- Use your browser to translate a policyIn this article, we explain how you can use your web browser to translate a policy.
- View and accept policy updatesIn this article, we explain how to review and accept policy updates.
- Removing logo from policiesRemove the company logo from policies
- Publish a PolicyPublish a policy to make it available to staff and configure any required acknowledgement, review dates, and recurring reallocation settings. This process ensures employees can access the latest policy version…
- Delete a policy versionPermanently delete an outdated or incorrectly published policy version as an Administrator, and see how the current version and Next Review Date change afterwards.
Troubleshooting
Common issues and how to solve them
- A link in a policy is brokenIn this article, we explain how to report a broken link within a policy.
- A policy doesn't save or publishIn this article, we explain what to do when your policy doesn't save or publish.
- A user can't see their policiesIn this article, we explain what to do if a user can't see their policies.
- An exported policy has overlapping textIn this article, we explain what to do when your exported policy has overlapping text.
- Error popup when signing inIn this article, we explain what to do if you have an error popup message when signing in.
- Error: TinyMCE is in read-only modeIn this article, we explain what to do if you see a TinyMCE error when opening a policy.
- Policies in To Review status don't loadIn this article, we explain what to do when policies in To Review status don't load.
- Policy shows one user different text to anotherIn this article we explain why a policy shows different text for different staff.
- Scrolling within Policy Management cuts off textIn this article we explain what to do if the policies disappear or cut off when scrolling to the bottom of Policy Management.
- System crash while uploading a policyIn this article, we explain what to do if your system crashes or goes blank while uploading a policy.
- Text is missing from a printed or saved policyIn this article, we explain what to do if you're missing text from a printed or saved policy.