Managing your Policies

Company policies can be written, uploaded or customised from our template library before assigned out to the staff members directly or though inductions. Explore the links for the different functions you can do with Policies.

From the left menu, select Documents and Files > Policies, then click on the Build New button on the right hand side.
Fill in the information needed then click on Next to start building your policy. (Only fields marked with an orange asterisk are mandatory fields)
Drag and drop either the Editor or the PDF option into the main screen to begin.

NOTE: You can only use one of these options. Uploaded links, images (excluding PPE icons inserted) and files will not be available in offline mode.
If uploading a PDF, drag and drop the PDF option from your Builder Elements into the blue rectangle. A popup will appear and prompt you to upload the file.
Once completed click Save, then Preview. Once done, publish your document by clicking on the Publish button.

Choose from a list of pre-written and customisable policy templates.

From the left hand menu, select Documents and Files > Procedures then navigate to the Template Library tab.
Select the template you wish to view from the table or go to the menu on the right hand side of the template and select View to preview the template or Use Template to create a draft.
Our templates are used as a base document and we recommend you review and customise each document to suit your business. To do this click on the Customise button.
If you do not wish to amend your template simply click on Publish.
To make amendments and edit properties within your document, click on the pencil on the right hand side of your draft document.
Once you are ready to see the final draft, click on Preview.
The three icons at the top of the preview screen represent the view on a mobile device, iPad or tablet and the desktop. Click on either one of these to preview the document in the selected format.
Once done, click on the Publish button and a popup will appear.
Fill in all required fields marked with an orange asterisk and select which access level groups of users can access and view the document at any time then select Publish.

Before you start:

From the left menu, select Documents and Files > Policies. From the Published tab check the boxes of the policies you are assigning.
Click on the Assign Policy button.
You will have the option to choose the assign a policy by group or by individual. If you choose an access level group, the names of the users in that group will pre populate into the Assignee list.
You can also assign policies directly to individuals regardless of their access level.
NOTE: You will have needed to set the Who can view this policy area to all the access levels that will need to accept the policy when publishing.

Check out the article on how Workers can view and accept policies on the App.