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Add a Policy

Add a Policy

Creating and managing a Policy.

Creating a Policy

To add a policy go to Administration -> Apps -> Modules -> Policies -> Manage Policies.

    

1. Click Add a Policy. The following view will be presented:

Add a policy legislation screenshot v7

2. If the Legislation has been configured on a per policy basis add appropriate content and click Next. Alternatively, click Next. The following view will be presented:

Policy module legislation history screenshot

3. Click Next. The following view will be presented:

Policies policy details screenshot v7

4. Edit/configure:

Policy Title

Enter an appropriate title for the policy.

Ratification Group

Select the appropriate option.

User Acceptance Timescale

Enter an appropriate time scale for users to accept the policy

Referral Email Address

Enter an email address to be used by users who believe they can not adhere to the policy.

Staff Policy Text

Enter appropriate text to be displayed on the policy page when the policy is viewed.

5. Click Next. The following view will be presented:

Policies edit policy clauses screenshot v7

6. Drag and drop the Clause Element. Configure the element. The following view will be presented:

Policies clause element configuration screenshot v7

7. Edit/configure:

Clause Name

Enter an appropriate name for the clause.

Details

Enter appropriate content for the clause.

Does this clause require acceptance?

Check if required.

Request users to re-accept this clause

Check if users must re-accept the clause if the policy is reviewed and reissued.

8 If required, click Add Quiz.

9. Click Add New Question. The following view will be presented:

Policies add new question screenshot v7

10. Edit/configure:

Question

Enter an appropriate question and click Save Question.

11. Click Manage Answers For Question.

12. Click Add New Answer. The following view will be presented:

Policies manage answers for question screenshot b7

13. Edit/configure:

Answer

Enter an appropriate answer.

Is Correct

Check to indicate the correct answer and click Save Answer. Repeat as required and click Complete.

14. Click Update Clause, and then Next. The Preamble Form will be presented. Complete the required fields and click Next. The following view will be presented:

Policies applicable users screenshot v7

15. Click Add New Groups to select the Applicable Groups the policy applies to. Check to select the appropriate groups and click Use Selected Groups, then click Next. The following view will be presented:

Note: that all users contained within the selected groups will receive emails regarding the configured policy and will be able to view the policy using the direct policy URL.

Policies related policies screenshot v7

16. If required Add New Related Policy to associate other policies. Then click Next. The following view will be presented:

Policies policy category screenshot

17. If required, check to add the policy to one or more categories, and then click Next.The following view will be presented:

Policies policy comment users screenshot v7

18. Click Add New Members to create a list of users who may comment on the policy. Check to select the appropriate user(s) and click Use Selected Users. Then click Next. The following view will be presented:

Policy search policy screenshot v7

The policy is now ready for approval.

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