Our training webinar looks at every aspect of FPM Core from first time login, managing user access, adding and publishing policies and reporting on up take.
This webinar is helpful for first time users, users looking for a general overview, or users looking for a specific task.
Webinar timestamps
Introduction - 0:00
How to login and set a password - 0:38
Dashboard overview - 0:57
Manage user access (Add individual/bulk upload users) - 2:00
Set user permissions - 3:30
Manage groups - 5:11
Policy Management (view, add and publish a policy) - 7:32
- Set a policy owner - 10:31
- Manage attachments - 11:48
- Set an audience - 14:08
- Publish the policy - 15:09
Read and Sign a policy - 16:50
Create a custom policy - 19:00
Create a quiz - 20:42
Add branding to our policy content (header/footer) - 24:27
Manage policy variables - 26:20
Parent policy updates (recent updates, notifications, tasks) - 29:28
Policy versions (view and restore to a previous version/silent publish) - 33:00
Delete a policy - 35:18
Delete or disable a user account - 37:07
Search for a published policy - 38:16
Manage notifications - 39:40
Update your email address - 41:29
Update your current password - 41:53
Reports overview - 42:10
Download a policy - 45:25
If you're looking for step-by-step articles and videos, please see our full help documentation here.
You can also view our help centre via the Question Mark icon (?) within the top-right menu in Core at any time.
What are Tasks?
Tasks are beneficial as they guide you on what to do next. Tasks are broken into "Getting Started" and "What should I do next?".
On first time use, you'll have tasks such as:
- There are no policies in your library - To add some policies click on Policy Catalogue
- Your location has no staff - Please add staff to your location using either the staff manager or the upload staff tool
As you add policies into your library and set up staff and groups, tasks will evolve to keep you on track:
- There are X policies with no staff members as their owners - Please assign a staff member to be the owner of the policies
- The replacement text for x policy variables are undefined - Use variables to keep policy content up to date and relevant to your organisation
- You have x Policies, which you're required to sign & mark as read, past their read by date - These policies have been assigned to you as they are relevant to your job
Clicking on a task takes you directly to the relevant page to start. If you're unsure of what to do next, refer to tasks on the Dashboard, or within Policies.
Where do I start?
1 - Add Staff and Groups
Core allows you to add or bulk import staff individually. Staff can be assigned to groups to enable you to assign documents easily, and each user can have individual permissions.
We'd recommend setting up your staff members and groups.
To add new staff members, select Admin on the left, then Staff.
You have two options:
1 - Add an Individual Staff Member
2 - Bulk Import Staff
See our help guides on User Access here.
2 - 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:
3 - Edit and Publish a Policy
Select the My Policies link within the My Policies widget within Policies to see all policies that you are responsible for. Alternatively, visit All Policies within the Policies section to see an overview of all your policies.
It's the Policy Owners responsibility to keep these policies up to date. For information on how to edit and publish policies, see our Policy Management here.
4 - Report on Staff Uptake
Keep track of Reading and Staff Assignments, Policy Owners and Draft Policy uptake with reports in Core.
You can view Reports in the Policies section by selecting REPORTS from the menu.
Our reporting dashboard has 4 widgets:
- Staff - Reading Assignments - Keep track of who is up to date with their reading assignments.
- Policy - Staff Assignment - Keep track of each policy’s reading assignments.
- Policy Owners - Keep track of who is up to date with their policy reviews.
- Draft Policies - Keep track of policy reviews currently in progress.
Each widget has an overview and a full report available via the View Report button at the bottom of each widget.
See our help guide on Reports here.