Before you can create or update policies using the authoring tool, ensure you have the appropriate level of admin permissions.
Please follow these steps to start creating your own policies:
Navigate to the Management Console interface.
Within the Management Console, locate and select the option for Policy Management.
Once in the Policy Management section, find and click on the "Add Policy" option.
Choose from any language that is currently enabled on your LMS. You can select multiple languages for the policy.
Fill in all the necessary information in the provided fields. Refer to the table below for guidance on completing these fields effectively.
Title | Add the title of your policy |
Scope | Select the appropriate scope for your policy: Global, Local or Local variation of global policy |
Domain | Select the appropriate domain for your policy |
Keywords (optional) | insert key words in relation to your policy, which can be used in the search facility making it easier for users to find a specific policy |
Description (optional) | Add a description of your policy document, this will appear to the user on the left hand side when the policy is opened |
Related Policies
(optional) | Select any related policies you have already added to the Policy Hub are are set to Live. Select the relevant policy under the Non Selected Items box and click on Add to Selected items which will move the related policy to the Selected Items box |
Document Version number | Type in the relevant version number of your policy |
Release notes
(optional) | Any details relevant to the assignment/launch/etc of this policy |
Approvers | Select your approver names from the drop down list (if applicable) |
Select the date the policy was last verified |
From the "Document Type" dropdown, choose "Markdown."
For each selected language, a "Create New Document" button will appear. Click the button next to the English version to start authoring the policy.
Click on the "Create New Document" button next to your English standard policy. This action will redirect you to the policy authoring area.
In the authoring area, provide a title and a concise description to summarise the purpose or scope of the policy.
Draft the policy content using the available tools to format and structure the document according to your organisation's standards.
Click "Save" to store your draft. This will allow you to return later for further edits or additions.
After saving, navigate back to the "Add Policy" area and click "Add Policy" to finalise the addition of your policy to Policy Hub.
Follow these steps for each language you selected to ensure all language versions are complete and accurate.