Configuration

Configuring Policies

General configuration of the Policies module, including users associated with roles and on screen messages.

Configuration

To configure Policies go to Administration > Apps > Modules > Policies.

1. Click Configuration. The following view will be presented:

2. Configure the following options:

Configure General OptionsBasic configuration of the Policies module, including time periods, email templates and the disabling of any steps in the Policy ratification process.
Configure LegislationInformation on the Legislation driving Policies can be generic or added on a per policy basis. If required add generic information.
Configure Ratification GroupsDefine a list of groups with the authority to ratify a policy.
Configure Accountable DirectorsDefine a list of users with the authority to act as an accountable director, and be legally responsible for the Policy.
Configure Policy ApproversDefine a list of users with the authority to approve a policy.
Management Report Email RecipientsDefine a list of users who may receive weekly management reports, detailing Policy acceptance levels.
Configure Policy CategoriesIf required, create a list of categories which may be used to filter lists of Policies when displayed on a page.
Configure User MessagesIf required, create a series of labels which are displayed on screen at the during the creation and approval of a policy.
Configure Preamble FormThe Preamble form acts as a cover sheet, and is presented when a Policy is viewed by an end user. If required, add fields to the preamble form.
Configure Director Approval OptionsThe Director Approval options is an extra field which his presented to the Accountable Director accepting the Policy. If required create a label for the Director Approval option.

Article comments