Summary
Policies are personalised based on the individual User’s Team (Territory). Each Team has a Team Profile that enables the local Team Admin or National Webmaster, to update the territories details against specific fields, which are added to the personalised policy using Merge Tags.
Policy template
Personalised Policies requires two widgets to be added to the Policy template:
● ‘Team Switcher’ widget
● ‘Read Confirmation’ widget
Additionally the Read confirmation can be set as default on the Policy template
Right-hand Drawer
● Read confirmation
● Check – ‘Add Read confirmation to policy’
Create a Policy
When creating a new Policy, there are a few configuration elements that need to be set.
Edit CONTENT
TAGS tab
● General Topic – Select relevant Tag
TARGET tab
● Select relevant Team(s)
Right-hand Drawer
● Read confirmation
● Deselect if Read confirmation is not required
To add the content, simply copy the content from the original Word document
● If the document already includes Merge Tags (for example «Franchise»)
○ The Merge Tags will be picked up automatically, and populate with the corresponding Team Profile details
● If this is a new policy created without Merge Tags
○ Place the cursor where the Merge Tag needs to go
○ Select the relevant Merge Tag from the dropdown
Policy Section template
There are two widgets that enable the targeted Policies to be to be displayed for the specific Territory
● All content widget
○ Enables a list of Policies that are either:
■ Read – Confirmed as Read or
■ Unread – Unconfirmed as Read
○ Filter the widget to only display the Policy targeted at the Section Team
● Tags, categories and settings
○ Filter the widget to only display the Policy targeted at the Section Team
Edit WIDGETS
● Access each widget in turn
○ Edit
○ Click NEXT
○ FILTER tab
■ Select ‘Section team’
○ Click SAVE
Allocating a Section to its Territory/Team
Each section must have the specific Terroty/Team selected
Create Section / Edit CONTENT
- Template – Select
- BC- Policy Location
- TEAM tab
- Relate to team – Select specific tean
- Right-hand drawer – Publishing
- Check- Restricted sections are only visible tomembers
- SAVE
Select Restricted Section Team
- Access the Territory Policy Section
- Select Manage members via the dropdown
- Select TEAMS tab
- ADD TEAM
- Type in Teams name and select
- Check include children of team
- NEXT
- SAVE
Team Profile Details
The Merge Tags used to personalise the policies are set for each Team, via the Team Profile Details.
Accessing the Team Profile
● Open Administration
● Select Teams
● Locate the Team required in the list
● Select View
● Select the PROFILE DETAILS tab
● The Team Profile will be displayed
To edit any of the Profile details
● Select EDIT
● Add / Amend Profile Details
● SAVE
Read reporting
● Access the Territory Policy Section
● Select Read Reporting via the dropdown
The Read reporting page has two options:
● Select a Policy
● Select a User
Select a Policy
● Begin typing a Policy name
● Autocomplete will provide a list of policy with matching names
● Select the Policy required
Two lists of users will be displayed:
● Read Confirmed By
● Read Not Confirmed By
Select a User
● Begin typing a User’s name
● Autocomplete will provide a list of user with matching names
● Select the User required
Two lists of Policies will be displayed:
● Read Confirmed
● Read Not Confirmed
Create a Local Policy
Occasionally a Franchise may need their own local policy, that will no longer have any link to the original master policy.
To create a local policy:
● Opening the original master Policy
● Select Clone Policy
Right-hand drawer
● Relate to Section – Select the relevant Territory Section that the local policy is for
Main body of content
● Title – Amend title to indicate this is a local policy
○ ie BBC72 Dress Code – Barnet only
● Target
○ Below the country team – Select the local Territory (Team), for example:
■ Team = England
■ Team = Barnet
○ Remove the other Countries, for example
■ Scotland
■ Wales
■ Northern Ireland