To add a new policy to your portal, you will need access to the Management Console and access to the Policy Management tab.
If you are using your portal to manage the approval workflow for your policies, you will need to ensure that in your Policy Hub approval mode setting is set to Approval workflow.*
In Policy Management, select Add policy which will open the policy information tab where you can start to complete the policy details as described below and Add Policy:
|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|
|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
Any details relevant to the assignment/launch/etc of this policy
|Approvers||you will be able to select from a list of Policy Approvers|
|Policy Document PDF:||
Upload the pdf version of your policy.
Depending on your set up, you may also need to upload the Word version
Your policy will now be sent to the approvers to review, comments and approve
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