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Publishing a Policy

Publishing a Policy

Search policies

To add publish a policy go to Administration -> Modules -> Policies -> Manage Policies. The following view will be presented:

Policy search policy screenshot

1. Click Invite Comments. Comment users will be invited by email to comment on the policy via a dedicated discussion forum.

Note: All comments will be emailed to the policy author.

2. The following view will be presented:

Policies send to committee screenshot

3. The author may Close Discussion and edit/amend the policy and the Open Discussion again. Alternatively select Send to committee.

4. Members of the ratification group will be invited via email to ratify the policy. When the ratifier views the policy the following view will be presented:

Policy ratification screenshot

5. If required, click the policy name to view the policy, then click Accept/Decline.

Policy accept/decline screenshot

6. Select the appropriate option.

Note: if the policy is declined the ratifier will be required to add a rationale.

If the policy is ratified the following view will be presented:

Policy add ratification date screenshot

7. Enter an appropriate ratification date and click Save Policy Details.

8. The accountable director will be invited by email to accept the policy. When the director views the policy the following view will be presented:

Policy director approval screenshot

9. If required, click the policy name to view the policy, then click Accept/Decline.

Policy accept/decline screenshot

10. Select the appropriate option.

Note: if the policy is declined the director will be required to add a rationale.

If the policy is ratified the following view will be presented:

Policy approval screenshot

11. Policy approvers will be invited by email to approve the policy. When the approver views the policy the following view will be presented:

Policy approval screenshot

12. Click Publish. The approver will be required to enter a policy number and a next review date, then click Save Policy Details.

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