2. Edit/configure:
Policy Review Duration
Define a period that a new policy may be open for consultation.
Minimum days between ratification and review
Enter an appropriate value.
User Acceptance Timescale
Enter the number of days from ratification that a user has to accept a policy.
Default next review date
Enter an appropriate value.
Affirmation
Define the acceptance statement presented to users.
Policy Review Email
Create the body of the email inviting users to review the policy.
Ratification Email
Create the body of the email inviting users to ratify the policy
Accountable Director Email
Create the body of the email inviting an accountable director to accept the policy.
Policy Approvers Email
Create the body of the email inviting users to approve the policy.
Management Report Email
Create the body of the email contain advising users of the availability of reporting.
Overdue Policy Reminder Email
Create the body of the email reminding users of an overview policy.
User Policy Status Report Email
Create the body of the email containing user acceptance reporting.
Policy Page URL
Enter the URL of the policies page
Note: users may be presented with a link to this page during the life cycle of a policy.
Custom Field Required
The custom field is an additional label contained within the email to the accountable director. Check if required.
Custom Field Label
Enter an appropriate label for the custom field.
Legislation Defined Per Policy
Policies detail related legislation. If required check to add legislation details on a per policy basis.
Preamble Form Defined Per Policy
The preamble is an introduction to the policy. if required, check to define preamble forms on a per policy basis.
Affirmation and Email Text Defined Per Policy
Check if required.
Skip comments/discussion stage
By default a Policy is opened up for discussion by nominated users prior to ratification. If required, check to disable this step.
Skip Ratification Stage
Check if required.
Skip Accountable Director Stage
The Accountable Director is ultimately responsible for he Policy. An example of an Accountable Director could be the H.R. Director. If required check to disable this step.
Disable Policy Approvers
Check if required.
Disable Referral Functionality
Referrals allow user to defer accepting a policy. For instance, if the required equipment is not available. If required check to disable this step.
Enable Team Leaders
Team Leaders manage the acceptance an implementation of Policies and receive copies of reporting. If required check to disable this step..
3. Click Save.
