Our All Policies section allows you to view all available policies, select the ones you want to work with, preview, add, or remove them from your location, and assign owners and audiences.
In this article, we will cover the following on how to:
- Add a single policy to your location
- Bulk add policies to your location
- Set or change a policy owner
- Search and filter
If you would like guidance on how to edit and publish a policy, please see our "Edit and Publish a Policy" article.
Add a Policy to your location
Select Policies from the menu on the left, and select All Policies:
All policies will display the Policy Frameworks you’ve subscribed to. You can browse the available policies and add them to your location:
You can either:
- Browse for Policies by category
- Show a list with all of the policies in alphabetical order
You can see if a policy is in your library by the Policy Status column:
Policy Status options:
- Not in Use - The Policy is not in your library
- Draft - In your library but not yet published
- Published - Policy is published (the policy was edited before publish)
In the example above, the "Absence Monitoring Log" policy is a policy that I would like to add to my library, but I can see that it is not in my library as its Policy Status is currently Not in Use.
Click the policy, and an Add Policies to Library option will appear:
Click Add and Confirm on the confirmation popup:
The Policy status will then change from Not in Use to Draft:
Add Multiple Policies to your location
If you would like to add multiple policies, simply tick the policies that you would like to add (ensuring these policies have a Not in Use policy status), Press Add under the Add Policies to Library heading and confirm on the confirmation popup:
The policy status of added policies will change from Not in Use to Draft.
The next step is to set a policy owner:
Set a Policy Owner
To set a policy owner, click on a policy and an Assign Policy Owners option will appear:
Select the Assign Policy Owners drop-down, select your Staff member and press Assign:
Confirm your selection on the confirmation popup:
The Staff member will then receive a notification to say that they have been made the policy owner:
This policy will then show in the staff members My Policies section:
Change a Policy Owner
If you would like to change the policy owner, as above, select the policy from All Policies, and change the Policy Owner via the drop-down in the top-right:
Search for a Policy Owner
If you would like to quickly see which staff are responsible for which policies, you can use our filter or search box to do this.
Select the Policy Owner text in the row at the top, and the Policies will filter to show Policies with Policy Owners first
Select the hamburger tool, to open up Search to filter to a specific user.
Alternatively, use our Filter Policies field to enter a staff member's name, and the table will filter to find relevant results:
Preview a Policy before adding to your location
Hover over a policy that you want to preview, and 2 buttons will appear on the right-hand side:
- Plus Icon adds the policy to your location.
- Book icon previews the policy.
Selecting the Preview button will open the Policy in Preview mode.
The preview window shows you the document content, the "Table of Contents", "Properties" such as “Owner”, “Last Published”, and “Review Date”. Selected policies have an "Attachments" drop-down as seen below:
To add the Policy to your location either:
1 - Press Add Policy to Library on the Preview window
2 Press CLOSE once finished to go back to All Policies
If you decide you want to have this Policy in your library, select the Add button:
A Success notification will show in the bottom right-hand corner advising you the policy has been added to your library:
Search and filter All Policies
Our Filter Policies search box allows you search for a policy title, policy owner, policy status or date.
If you were specifically looking for a policy on "Carers", simply enter Carer into the Filter Policies search box and you will see any relevant results:
This can be extremely useful if you are looking to see if we provide a policy, or if you are looking to quickly find a policy in your library to check for the latest on a policy such as who is the current policy owner, when it was last published or when the next review is.
You can also filter a specific column, by hovering over a Column Title and pressing the 3 lines that show. For example, if I wanted to filter Policy Owners, I can press on the 3 icons, and it will allow me to filter the view to a specific policy owner: