Policy

Learn more about ‘Policy‘

Create and edit

Be able to create a ‘Policy’

Steps

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‘ 

Steps

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

Admin

Includes options for:

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

View full guidance on admin

Configure

Includes options for:

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

View full guidance on configuration

View Policy

Be able to view a ‘Policy’

Steps

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