Implementation - Step 9 - Policies

Policies are your farm rules. In this step you will build the critical policies that relate to your business.



  1. Navigate to Documents and Files > Policies in the left hand menu.
  2. Create Policies.
    • If you already have Policies you can replicate them using the Build New button on the right hand side.
    • To build policies, drag elements from the right elements list.
    • If you have none, use the Template Library tab at the top.
    • Click on the 3-dot-png-1 on the RHS and select Use Template and Customise – this will save the Policy to the Drafts tab.
    • Edit the Policy.
    • When you are happy with the contents, Publish.
    • Policies and Procedures require a signature to publish them – create a digital image of your signature by signing a blank piece of paper and scan or photograph then save to your desktop and click Upload Image
    • The following article provides step by step instructions on how to create a policy.
      Managing your Policies
  • Policies are the overarching rules of your farm.
  • Consider your farming operation and identify the important rules for your day-to-day activities.
  • Edit the policies to suit your business.
  • Start with a Work Health and Safety Policy and then add policies which you identify as important to your operation.
  • Remember – more is not always better! 

What's Next?

Implementation - Step 10 - Inductions


Or return to the 10 steps overview and choose your own next step:

10 Simple Steps to Set Up Your Safe Ag Systems Software


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