TABLE OF CONTENTS

• Adding a Staff Policy
• Policy Tools

Adding a Staff Policy

1. Navigate to Staff > Policies.

2. Click Add Policy.

3. Category: Choose where this Policy belongs.

Link to Another Policy: If this Policy is part of another one, pick that Policy from the dropdown.

Add a Website Link (Optional): Add a website link to the Policy if it needs extra info, like a government document or a reference site.

User Agreement: Turn this on if users need to agree to the Policy before it counts as read. This is on by default.

Upload Files: Pick the file from your computer. Click Upload. Once uploaded, the file shows up below, and you can rename it.

Limit Who Can See It: If needed, choose specific groups to see the Policy. If you don’t pick anyone, everyone can see it.

Click Save when finished.

Any Staff related to the Policy will receive an email if the setting for this has been switched on in Administration -> Policies.

4. The policy will automatically appear in the list.

Policy Tools

1. When navigating to the Policies area, you will see five icons for each Policy in the table.

Accept Policy Button: Appears if the Policy requires acceptance. Click it to open a pop-up with a "View Document" button. View and read the document, then click "Accept Policy."

2. Download Policy Button: After accepting the Policy, this button allows you to download the document as needed.

3. Lock Policy Button: Enables locking the Policy to specific Security groups. Select groups in the pop-up and click "Save." Only authorized users can access it.

4. Audit Log Icon: Opens a modal showing staff members' interaction with the Policy:

Department: Displays the staff member's department.

Date Seen: Shows when the tick icon was clicked.

Date Viewed Document: Shows when the document was downloaded.

Status: Displays red if "Accept Policy" is not clicked and green if it is.