1. General

How do I generate a policy?

In this tutorial, we'll use the Acceptable Use Policy as an example, but the process is the same for all policies.

  1. In the left hand menu, select the Policies & Docs, Draft tab
  2. Locate the policy you would like to create and click Select. You can search for policies by typing keywords in the search bar at the top right of the window or browse our 70+ policies in the main window.
  3. Answer the questions for each clause and click Done for each clause that needs completing.
  4. After answering all the questions in a clause, you can select Edit to alter the text generated.
  5. Select Revert to return to the question format. Please note, reverting will replace any changes made to the text with the standard generated text.
  6. You can exclude a clause, which removes it from the policy, using the toggle switch.
  7. Once all clauses are completed, select Complete at the top and Confirm to progress to approval.
  8. Select the colleagues required to approve the policy. If approval isn't required then you can Skip this step.
  9. Once approved the policy will move to the Live tab and be visible to all employees.

  10. Once live you can send read requests to your colleagues, instructions can be found here.