Once a policy has been added to your Policy Hub, a policy administrator will be able to add and update the audience group and the category where the policy will sit within the portal.
Important Notice: PDF Format Requirements for Aida Indexing
To ensure that Aida can properly index, search, and retrieve information from policy documents, all PDF files must be created as text-based PDFs.
Please note:
Scanned or image-based PDFs cannot be read by Aida and will result in missing or inaccessible content.
When creating PDFs, ensure the text is selectable and not embedded as an image.
You will need access to the Management Console and the Policy domain where the policy is allocated. Go to Policy Management and select Search. Using the search options, locate and select the relevant policy.
Under the Assignment tab you can start to complete/update the fields below and Update assignment information:
Category | This is the category on the home page where the policy will appear for the user e.g. Human Resources |
Sub-category | This is the sub-category where the policy will appear for the users e.g. category: Human Resources; sub-category: Recruitment |
Policy Set | This is used to group your policies end user side under the same heading
New Policy Set: If there are a number of policies, you wish to appear together in a specific order you should put them in the same policy set e.g. Global AML Policy; Additional AML Policy for US; Sanctions Policy |
Position | If the Policy Set has a number of policies assigned, you can decide the placement or position of each policy |
Audience Groups | Select the Specific Audience Group field to either search or scroll through a list of available audience Groups. Click on an item to add it to your selection. To remove an item, click on it again from the list, or use the 'x' button next to the selected item. You can select more than one audience group using this method.
Policies can have more than one audience group who may need to access a policy. |