Adding a New Policy

This tutorial will guide you through how to create a new policy by creating your own or utilising one of our many templates.

Create your own Policy
Create a Policy using a Safe Ag Systems template

Create your own Policy

Creating a policy
  1. In the side menu, select Business > Policies, then click the New Policy tab.
  2. Click Create My Own and enter your own data. You can copy and paste from existing policy documents you may already have in place.
    Note – It can be easier to use the editor in full screen mode by clicking the full screen button located in the top left hand corner of the editing tools.
  3. Click Save Policy
    Note – This Policy will move to the In Progress tab for editing or review.

Create a Policy using a Safe Ag Systems Template

If you would like Safe Ag Systems to guide you on which templates might be suitable for your operations please setup your Commodity and Region by following the below tutorial.

Content Guidance Setup

  1. In the side menu, select Business > Policies, then click the New Policy tab.
  2. Click View on any policy templates you wish to review.
  3. Select the applicable policy/policies you wish to utilise by checking the tick box.
    Note – 
    More than one policy template can be copied at a time.



  1. Once you have selected the templates you wish to utilise click Copy Template.
    Note – The selected policy/policies will move to the In Progress tab for you to customise.

As with all our templates, these aim to provide you with a good starting point, and will need to be reviewed and adjusted accordingly to fit your workplace and operations.