Personalised Policies


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.


TAGS tab
● General Topic – Select relevant Tag

● 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

● 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 
  • 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

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