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How to add a policy?

  1. Visit List Policies.
  2. Click the Add Policy button in the top right corner.add_policies_1.png

    The screen below is the first step of the procedure.

    Step 1

    1. Fill in the required information, such as the policy reference, and the policy title.
    2. Click on Choose file to upload the policy document.
    3. Select how users can attest the policy. There are two ways:
      1. E - signature: Users sign it electronically.
      2. Physical signature: Users print an attestation form, sign it and send it to you.

    Note: If you want the employees to sign the policy physically, upload the attestation form.

    1. Select the category from the Category drop-down.
    2. Choose if you want to attach the policy with a course or a quiz. You can also select none.
    3. You can also add: Image, agreement statement and version.

When done, click Save.add_policies_2.png

If successful, the screen would refresh and an Actions button would appear in the top right corner of the screen.add_policies_3.png

Step 2

  1. Click the Actions button, and select Group Assignment.add_policies_4.pngThe screen below is the Group Assignment page.
  2. Select the Groups this policy is to be assigned to.
  3. Check the box under Mandatory if it’s a mandatory part of the training.
  4. Check the box under Annual if the course has to be taken annually.add_policies_5.png
  5. When done, click Save.