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Implementation - Step 9 - Policies

Policies are your business rules and are a useful tool for setting down in writing your expectations and the do's and don’ts of what is acceptable at work.

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

The 10 Step Implementation Guide needs to be done on Desktop.

  1. Navigate to Documents > Policies in the left menu.
  2. Policies can be created from a Safe Ag Systems template, or by creating your own.
    1. To use a template: Navigate to the Template Library tab. On the template, click More options ••• and select Use Template and Customise – this will save the Policy to the Drafts tab.
    2. To create your own: Clicking Build New, and add a title, and click Next. Drag and drop the Editor or PDF option into the window, and create the Procedure. For more information, see Creating a New Policy.
  3. Click the pencil to edit the Policy. See Editor Formatting for details on the formatting options available.
  4. Click Preview to review the Policy before publishing.
    1. Use the phone, tablet or desktop icons  to see how it'll appear on different screen sizes.
  5. Click Publish and complete the required fields.
    1. Set access to the Policy by selecting Access Levels under Who has general access to this document. This will allow users with that Access Levels to see the Procedure, even if it's not assigned. 

The following articles provides step-by-step instructions on managing Policies.

Tips

  • 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?