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Policy management

Keep your policies current and up-to-date

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.