Policy management
Keep your policies current and up-to-date
By Katie and 1 other2 authors27 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
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.