Policy Now
ADD NEW POLICY
The Policy Now Module makes your policy manual easy to navigate, simple to update, and readily accessible. It helps to ease the paper burden and reduces the related costs of maintaining a paper system.
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.
- Add New Policy
- Edit Current Policy
- Policy Series Setup
- Show All
« Show Help Categories | Print Entire Help Contents