Adding a New Policy

This tutorial will guide you through how to create a new policy by uploading or 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

  1. In the side menu, select Documents and Files > Policies, then click the New Policy tab.

  2. Click Create My Own and enter the name of your new policy. Here you will get the chance to upload your own policy in pdf format or use our text editor to create your own.

  3. Our text editor provides you with a range of editing tools to create the document you require.

  4. Once you have finished creating your policy click Save Policy

This Policy will move to the In Progress tab for further editing or review. See how to sign off and make your policy active here - Signing off a Policy.

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 Documents and Files > Policies, then click the New Policy tab.

  2. This will present you with a list of Safe Ag Systems templates. 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.

  4. 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 in our document editor.


    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.