Policy
Learn more about ‘Policy‘
What's New
The intranet wide update in January 2024 includes significant improvements and changes.
Improvements applied to existing features and functionality include:
-
- Left Hand Side (LHS) - the LHS of the users screen has now been prioritised for just content creation.
- Right Hand Side (RHS) - the RHS Draw is now the ‘administrative’ section of the content types.
- Configuration Panel - Is now located at the bottom of the content type and contains ‘Engage’, ‘Links’, ‘Promote’, ‘Search’, ‘Tags’ and ‘Target’
- WYSIWYG Options - Post update when you access the WYSIWYG you will see the options specific to your role
Create and edit
Be able to create a ‘Policy’
Steps
- Navigate to the ‘Workbar’ and select the ‘Create’ icon (+)
Create button
- Select “Policy” under the “Content” heading
Select Policy
- You will be redirected to the ‘Create Policy‘ screen
- Give your ‘Policy’ a title
Create Policy
- To add text and other elements to the policy, click on ‘Start typing‘
Edit a Policy
- Navigate to the ‘Policy Page’ and select the ‘Three dots’ icon in the top right of the screen
- Select “Edit” under the dropdown
- You will be redirected to the ‘Edit Policy‘ screen
- Update your ‘Policy’ title
- To update text, click on the existing body text entered
View Policy
Be able to view ‘Policy‘
Steps
- Navigate to a ‘Policy‘ that you would like to view
- Select the ‘Policy‘
- Select the ‘Overflow’ menu located in the top right corner (‘Three dots’) in order to:
- ‘Edit’ – You will be able to ‘Edit’ the content if you are the ‘Author’
- ‘Clone’
- ‘Delete’ – You will be able to ‘Delete’ the content if you are the ‘Author’ or ‘Admin’
- ‘Revisions’
- ‘Workflow’
- Located at the top of the content underneath the title of the ‘Policy‘ you will be able to:
- View the ‘Author‘
- Select the ‘Author’s’ name to be redirected to the ‘Author’s’ profile screen
- View the ‘Published‘ date
- Be able to ‘Save‘ the content
- Be able to ‘Like‘ the content and see who else has ‘Liked’ it
- Be able to ‘Comment‘ on the content and view existing ‘Comments’
- Be able to view any ‘Attached‘ items to the ‘Content’
- View the ‘Author‘
- Any ‘Tags‘ related to the content will be located underneath the ‘Content’
- To ‘Comment’ on the ‘Content‘:
- Select ‘Add a comment here‘ underneath the ‘Comments‘ heading
Admin
Includes options for:
- Organising content
- Managing workflow
- Adding a featured image
- Attachments
- Revisions
Awaiting implementation
The following functionality is still to be implemented:
- Implementation date field in drawer
Configure
Includes options for:
- Links
- Tags
- Targeting,
- Promote
- Commenting options
View Policy
Be able to view a ‘Policy’
Steps
- Locate the ‘Policy‘ page
- Select a ‘Policy‘ you want to view
- Select the three dots in the top right corner if you want to:
- ‘Edit‘
- ‘Clone‘
- ‘Delete‘
- The ‘Policy‘
- To save the list select the “Bookmark” option
- To like the list select the “Thumbs up” icon
- To comment and/or view the comments select the “Comments” icon
- To view the attachments select the “Link” icon
View full video demo
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