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

  1. Navigate to the ‘Workbar’ and select the ‘Create’ icon (+)

    Create button


  2. Select “Policy” under the “Content” heading

    Select Policy


  3. You will be redirected to the ‘Create Policy‘ screen
  4. Give your ‘Policy’ a title

    Create Policy

  5. To add text and other elements to the policy, click on ‘Start typing



Edit a Policy
  1. Navigate to the ‘Policy Page’ and select the ‘Three dots’ icon in the top right of the screen
  2. Select “Edit” under the dropdown
  3. You will be redirected to the ‘Edit Policy‘ screen
  4. Update your ‘Policy’ title
  5. To update text, click on the existing body text entered




View Policy

Be able to view ‘Policy‘ 

    1. Navigate to a ‘Policy‘ that you would like to view
    2. Select the ‘Policy‘ 
    3. Select the ‘Overflow’ menu located in the top right corner (‘Three dots’) in order to:
      1. ‘Edit’ – You will be able to ‘Edit’ the content if you are the ‘Author
      2. Clone’
      3. Delete’ – You will be able to ‘Delete’ the content if you are the ‘Author’ or ‘Admin
      4. Revisions
      5. ‘Workflow’
    1. Located at the top of the content underneath the title of the ‘Policy‘ you will be able to:
      1. View the ‘Author
        1. Select the ‘Author’s’ name to be redirected to the ‘Author’s’ profile screen
      2. View the ‘Published‘ date
      3. Be able to ‘Save‘ the content
      4. Be able to ‘Like‘ the content and see who else has ‘Liked’ it
      5. Be able to ‘Comment‘ on the content and view existing ‘Comments’
      6. Be able to view any ‘Attached‘ items to the ‘Content’
    2. Any ‘Tags‘ related to the content will be located underneath the ‘Content’
    3. To ‘Comment’ on the ‘Content‘:
      1. Select ‘Add a comment here‘ underneath the ‘Comments‘ heading



    Includes options for:

    • Organising content
    • Managing workflow
    • Adding a featured image
    • Attachments
    • Revisions

    View full guidance on admin

    Awaiting implementation

    The following functionality is still to be implemented:

    • Implementation date field in drawer


    Includes options for:

    • Links
    • Tags
    • Targeting,
    • Promote
    • Commenting options

    View full guidance on configuration

    View Policy

    Be able to view a ‘Policy

    1. Locate the ‘Policy‘ page
    2. Select a ‘Policy‘ you want to view
    3. Select the three dots in the top right corner if you want to:
    4. Edit
    5. Clone
    6. Delete
    7. The ‘Policy
    8. To save the list select the “Bookmark” option
    9. To like the list select the “Thumbs up” icon
    10. To comment and/or view the comments select the “Comments” icon
    11. To view the attachments select the “Link” icon

    View full video demo


    Couldn't find what you're looking for?

    We're here to help. Please raise a support request via our help desk and we'll get back to you asap