Organise policies into folders
How to organise policies into folders
Who this article applies to:
- Users with access to Ausmed Policies
In this article:
When to use folders
Folders are a way to organise policies in your library. Use folders when you want to:
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Group policies by job role (e.g. Nursing, Admin, Kitchen)
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Limit visibility to certain teams or individuals
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Create a clearer experience for staff navigating the policy library
How to create folders
To create a folder:
- Go to Policies > Your Policy Library
- Click + Create Folder

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Enter a name for your folder (e.g. “Nursing” or “Safety”)

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Choose who can see the folder:
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Everyone (all users)
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Restricted (specific job roles)
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- To create a subfolder - simply follow the instructions above, then drag the folder into the relevant parent folder

How folder permissions work
A folder's visibility setting determines who can see the folder and any policies placed inside it.
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If a policy is moved into a folder, it inherits that folder’s visibility settings—even if the policy previously had custom visibility settings.
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You’ll receive a prompt confirming that folder permissions will override the policy’s previous settings.
Tip: Legacy visibility settings on policies still apply if no folder is used, making this system flexible for all organisations.
How to move policies into folders
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Go to Your Policy Library
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Locate the policy you want to move
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Drag and drop the policy into the desired folder
A confirmation will appear if permissions are changing. For example:
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If the folder is restricted to the "Admin" job role, the policy will now only be visible to users in that role.