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Editing Inductions

After an Induction has been created, or copied from a template, it can be edited. Editing an Induction makes sure that staff and visitors are receiving the right information.

Note: Your Access Level may restrict the use of some features.

Editing an Induction can only be done on Desktop. 

Editing an Induction

  1. From the left menu, select Documents > Inductions.
  2. Click Edit on the required induction.



  3. To edit an existing Category or Statement, click within the text box.
  4. To add a new statement, click + Add new statement.
    1. Click Save when complete. When removing a linked image, Policy or link, this change will go live immediately. If anyone was assigned the Induction but hadn’t completed it, this should be manually archived and re-assigned to avoid issues.


      Category Statement

    Formatting Options

    Once a Link, Policy or Image has been added, the icon will appear blue.

    Link
    To add a link on a statement, click the link icon. Enter a description and the URL. Click Save.

    To remove a link, click the link icon and click Delete.    

    Policy
    To add a Policy on a statement, click the Policy icon, and select the published Policy. 

    To remove a linked Policy, click the Policy icon, and pick Select a Statement. 


    Image
    To add an image on a statement, click the Image icon. Add a Caption and click Choose File and upload the image. Click Save.

    To remove an image, click the Image icon and click Delete.



    Deleting a Statement
    Click the Trash Can on the statement. Click OK to confirm.


    Moving a Statement
    Click the Drag and Drop 3 dot menubutton or use the up/down arrows.


    What's Next?