Creating a new Policy

Desktop Only

Creating a policy

From a Blank Form

  1. In the side menu, select Business > Policies, click New Policy tab
  2. Click Create New button 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.
    Fullscreen icon
  3. Click Save Policy
    Note – This Policy will move to the In Progress tab for editing or review.

From a Safe Ag Systems Template

  1. In the side menu, select Business > Policies, click New Policy tab.
  2. Click Select From Template button and click View to review Policy template content.
  3. Check the tick box on the applicable policy template and click Copy Template.
    Note – 
    More than one policy template can be copied at a time.
    Note – 
    The selected policy/policies will move to the In Progress tab for you to customise.
    Note – Where you find [[Business.Name]] within a template there is no need to update this. The Policy will automatically save with the Primary Entity Name provided in Business Details section once the policy is signed off.
    Policies Copy Template Button