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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:

        • Group policies by job role (e.g. Nursing, Admin, Kitchen)

        • Limit visibility to certain teams or individuals

        • Create a clearer experience for staff navigating the policy library


        How to create folders

        To create a folder:

        1. Go to Policies > Your Policy Library
        2. Click + Create Folder
        3. Enter a name for your folder (e.g. “Nursing” or “Safety”)

        4. Choose who can see the folder:

          • Everyone (all users)

          • Restricted (specific job roles)

        5. 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.

          • If a policy is moved into a folder, it inherits that folder’s visibility settings—even if the policy previously had custom visibility settings.

          • 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

          1. Go to Your Policy Library

          2. Locate the policy you want to move

          3. Drag and drop the policy into the desired folder

          A confirmation will appear if permissions are changing. For example:

          • If the folder is restricted to the "Admin" job role, the policy will now only be visible to users in that role.