The content of your manual consists of two parts: the sections and the policies. Sections are the groupings of policies within the manual.
'Policy' is a general term that covers all the 'pages' within your manual. Your manual content may be policies, best practices, guidelines, procedures, training videos, how-to guides, general information, etc.
For steps on how to update a previously existing policy, click here.
- First, create a section to add a policy under, by clicking the "Create" drop down menu and select Section.
- Add the section title and a description (optional). Examples of sections: Customer Service, Marketing, HR & Recruiting, etc
- Click Save and the new Section will display.
- To add a policy under a section, click the "Plus" icon button.
- This will take you to a new blank policy page. This editor is where you will add your policy content.
- Fill in the title and add the content for your policy. Add any content you like, such as pictures, videos, lists/tables, attachments, etc
- To add pictures, tables or hyperlinks, use the buttons on the editor toolbar. Note: pictures must be upload into the File Manager to be embeded in a policy.
- To add a video, switch the Video toggle to "On" and click Add Video. Add your video via the preferred method, and click submit (For further details on using videos, click here)
- To add a file attachment such as a PDF or excel document, click the Links button and select File. This will open up the File Manager where you select which file you want to attach. Click Finish when done, or Add File to add another one. Note: Attachments display as a number counter on the policy to indicate the attachments, similar to an email attachment.
You can also use a hyperlink in the content to provide users a direct download to the file within the file manager. To get the link for the file, open your file manager in a separate window, right click on the file, then click Share. Click on the "Get Link" button to generate the direct URL to the file. You can then use that to hyperlink in your policy content.
- If you want the policy mapped to other sections or a different manual, use the Mappings selector. Click the "+" button on which section you want the policy to display in. Users will be able to see all the manuals that the policy lives in if they have permission to see the policy; unless you choose to hide the manual thumbnail if you don't want users to see it.
- Now set your policy Permissions via the Permissions tab. See the Content Permissions article for more details if you need it.
- If "Required Reading" is selected for any roles/users, you can choose your preferred verification method via the Verification tab.
- Click Preview once you have finished with the policy. Note: Previews will open in a new tab. You will not see the Quiz or Sign off confirmation in a preview.
- Click Publish if you are happy with the preview and no amendments are needed.
- Clicking Publish will immediately and automatically send notifications to anyone marked as Required Reading.
Click here for a tutorial on creating a new manual.