Create a new custom policy

Core allows you to create custom policies, attach them to a category, set an audience, and publish.

In the Policies, select Create Policy from the menu.

Enter a Policy Title, set the Policy Owner and press CREATE:

In this example, I have created a new Policy titled "Internal Annual Leave Policy"

The page will refresh, and you'll see the POLICY INFORMATION Page with Tasks on the right-hand side:

Tasks are beneficial as they guide you on what to do next. After you create a new document, in most cases, you'll have 4 steps to take next:

1. Make sure the policy content is correct before publishing - Use the content editor to make changes to the policy
2. This policy has not been assigned to any categories - Assigning to categories makes it appear in the policy explorer and keeps your policies organised
3. This policy has not been assigned to an audience - Assigning the policy to staff makes it appear in their reading list and allows you to keep track of who has read it and when
4. This policy has not been published - Until it has been published, it will not appear in the reading list for any of your staff members. It must belong to at least 1 category before it can be published

Tip - Selecting a task takes you directly to the task to action.

1 - Edit content

To edit the content of the Policy, select EDIT CONTENT from the menu, or select the relevant task.

The editor window will open, allowing you to add your content to the editor:

Main Menu - Top-right

In the editor window, you have a menu in the top-right that allows you to:

1. Preview the document in reader mode
2. Manage Variables
3. Publish Delete / Delete Draft
4. Attach File / Manage Attachments
5. See Parent Changes (if applicable)
6. Close Editor Window

Important - If you are pasting content into the editor, please press CONTROL + SHIFT + V. Doing this ensures no extra formatting, which keeps styling in your policies consistent.

Attachments

Attachments can be managed by the paper clip icon in the top-right menu: 

If the default policy has attachments, you'll see the file(s) here. Hovering over the file name allows you to:

• Show/Hide attachment - If you don't want the attachment to be visible after publish 
• Download Attachment to your device
• Delete attachment - You can only delete attachments you've uploaded. If it is an FPM attachment -  Select Hide before publish if you do not want it to be published to your staff

Tip - The green Icon means the policy is visible, the red icon means the policy is hidden.

Uploading Attachments

1 - Select Choose File and select the document from your device

2 - Select a Type - Attachment or Evidence

3 - Press Upload

After pressing Upload, the Attachment will show in the list:

Once you have finished adding your content, select the X icon in the top-right to close the window to be taken back to the POLICY INFORMATION section.

Update the Policy Title

You can change the Policy Title via the pencil icon to the right of the Policy Title name:

2 - Assign to a Category

Select CATEGORIES from the menu or select the relevant task to assign the policy to a category.

From the left, select through the categories to find relevant categories and select to add to the categories, or select on it again to Remove it:

Assigned Categories are shown on the right-hand side. 

The Policy Information page for the policy will show you the Assigned Categories:

3 - Assign an Audience

Select AUDIENCES from the menu or select the relevant task to assign an audience.

Select which staff or groups will be required to read the Policy using the list on the left. The list on the right shows who it has already been assigned to.

The Policy Information section will also update to show you the Assigned Audiences

4 - Policy Quiz - This is optional

Core allows you to create and configure a quiz for a policy. You can add single choice or multiple choice questions and set a pass score for the quiz.

This is entirely optional. If you do not want to create a quiz, please see section 5 to publish your custom policy.

To create a quiz, select Policy Quiz from the menu, then select Add New:

In this example, I will add a single choice question first and give the user 4 answers to select from:

Enter your question in the top field and answers in the fields below. You can add more answers via the Add Answer link. 

To mark the correct answer, select the button to the left as highlighted below by the arrow:

Once that question is complete, press Save to see confirmation of your question:

To add a new question, select the ADD NEW button.

In this example, I will add a multiple-answer by enabling the Multiple answers option at the bottom of the question:

Input your question along with all available options, then select the multiple answers indicated by the arrows above for your question. Once everything is complete, click Save.

Set your Pass Score

You can then enter the number of correct answers that you would like to user to get to complete the quiz.

For example, if you have 2 questions, and you would like the user to get a 100% pass rate, enter 2:

If you would like the user to only have a 50% pass rate, enter 1 in the correct answers field which is located at the bottom of the quiz.

If a user reads the quiz and does not meet your required pass rate, they will be asked to complete the quiz again before they can pass the quiz and the policy is marked as read.

5 - Publish the Policy

Select PUBLISH from the menu or select the relevant task to publish the policy.

You can set a:

• Read by Date
• Next Review Date
• Publish Date
• Add Publish Notes

Once complete, press PUBLISH OR PUBLISH POLICY & QUIZ.