Publish a policy

Learn how to publish a policy.

Publishing a policy is a rewarding moment - you've just finished creating it in and are ready to share it for the first time with users! 

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In this article:


How to publish a policy

Steps

  1. Go to Policies in the top navigation bar of the manager portal, then go to Your Policy Library in the left sidebar menu.
  2. Choose the policy you would like to publish, then choose one of the following:
    1. Hover over the row of the policy you would like to publish, then click Continue Editing.
    2. Click the title of the policy you would like to publish, then in the upper right of the policy item details page click Continue Editing. 

      Note: Only "draft" policies may be published. Check if the policy is a draft in the status column of Your Policy Library. 

  3.   Click Next through each step, until you reach Internal Notes, then click Done.

  4.   Click Publish to publish your policy.

Note: After a policy is published:

  • Users can view the policy in the Policy Library of My Organisation whenever they need it. 
  • If it requires acknowledgement, acknowledgement records are created for users with the required job roles, and they are notified that the policy has been assigned to them for acknowledgement. 
  • The status is updated from "draft" to "published" in Your Policy Library of the manager portal.

 


 

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