Navigation is simplified with the dynamic table of contents and keyword search option. This tool also sets up policy information in a printable format. Administrators can easily update the policy information with one click.

To add a new board policy:

• Click on Add New Policy.
• Select the series it applies to.
• Hit Next.
• Policy - If the policy is approved for public display, select Open to Public from the drop down menu.
• New Group - If you'd like a subcategory level, enter in a New Group (optional).
• Enter in the Policy Number, Policy Title, and Adoption/Revised Date(s).
• Sort Order can be the same as the policy number. 
• Policy content - The policy text can be copied and pasted into the Policy Text area. Note: if you're copying and pasting from Word, please click on the Remove Microsoft Word Formatting button to remove unnecessary HTML coding.
• Policy References - Enter in Policy References in the text box (optional).
• Cross References - If there are any cross references to the policy, select the checkbox for 'Check here if you need to cross reference this policy' and you will be able to enter in the policy numbers on the next screen.
• Upload a file by selecting the Browse button (optional). Enter in a friendly file name.
• Hit Save.

To edit a board policy:

• Click on Edit Current Policy.
• Click on the edit link next to the policy series.
• Click on the title of the edited policy.
• Make your updates.
• Hit Save.

To cross reference policies:

• Follow the first two steps above.
• Click on the Refs link next to the appropriate policy.
• Enter in the policy number.
• Hit Save.
• You can enter in policy numbers before they've been added to the system. Once they're added, the system will link them together.

Policy Now is organized by the policy series.

To setup the Policy Series:

• Click on Policy Series.
• Enter in the series numbers (i.e. 1000, 2000 or 3000).
• Type in the series name (i.e. By-Laws, Community Relations, or Administration).
• Hit Save.