custom software for humans https://grandjean.net/wiki/ 2026-04-29T18:35:39+00:00 https://grandjean.net/wiki/ https://grandjean.net/wiki/_media/logo.png text/html 2015-10-16T13:06:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/add_new_policy_form?rev=1445000795&do=diff Add New Policy Form This form allows you to create a new policy record. The policy title is required regardless of how you create the policy. [Add New Policy Form] You may add a new policy in three different ways: Placeholder Only This simply creates a line in the table of contents that you can use to organize your other policies. There is no attached Word document for this type of policy. text/html 2016-03-22T19:32:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/data_fields?rev=1458675179&do=diff Data Fields This page contains all the data fields that appear on forms and/or reports throughout the program. Edition Fields These fields are related to the various Editions of the policy manual. Edition Name The name of the Edition. The "Complete" edition is a special edition that includes every policy (except those that have been moved to the trash). text/html 2015-10-15T19:47:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/delete_policy?rev=1444938473&do=diff Delete Policy Deleting a policy is not a permanent action. The policy record and its associated source document are simply moved to the Trash Bin, where it may be retrieved later. To delete a policy, simply click the red "X" icon ([Trash icon]) at the end of the policy's row. You will be asked to confirm the deletion before it is done. text/html 2016-03-22T19:13:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/edit_edition_form?rev=1458673991&do=diff Edit Edition Form Check the box next to each policy to toggle whether it is included in the edition being edited. Included policies have check marks in their boxes. They are also highlighted in yellow. The outline lettering and numbering on this screen reflects the lettering and numbering for the "Complete" edition. The lettering and numbering is automatically updated on the table of contents form and report when other editions are shown there. text/html 2015-10-15T20:22:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/edit_policy?rev=1444940531&do=diff Edit Policy To edit an individual policy, double-click on its row in the Table of Contents form. This will open the Policy Detail form shown below: Policy Detail Form Replace Policy Button Click on this button to replace the policy document with a new document. You would normally use this for a PDF document produced by a third-party, such as the state, when you receive an updated copy of the policy. For basic updates to policies that you maintain, you will generally want to use the Ed… text/html 2016-03-22T18:46:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/editions_form?rev=1458672380&do=diff Editions Form New Edition Button Adds a new edition. You will be prompted for a name to give the new Edition. Enter the name and click [OK] to create the new Edition or click [Cancel] to cancel. Edit Link Opens the Edit Edition Form which allows you to toggle which policies are included in the Edition. text/html 2019-10-17T16:24:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/faq?rev=1571329476&do=diff FAQ What does "New changes" or "Requires Review!" mean on the Table of Contents form? Whenever a user with "Editor" privileges edits a policy document, its "Latest Change" date is updated.  When a user views the Table of Contents form, these policies appear with the words "New changes" to highlight the fact that there is new information available. text/html 2016-03-22T18:17:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/forms?rev=1458670657&do=diff Forms * Table of Contents Form * Editions Form * Policy Detail Form * Users Form * Trash Bin Form * Policy Review Form text/html 2015-10-16T12:55:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/import_policy?rev=1445000113&do=diff Import Policy To import a policy, select the row in the Table of Contents that should come before the policy you are about to import. For example, if you want the policy to be added at the end of the Table of Contents, select the last row in the Table of Contents. text/html 2016-03-22T18:17:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/navigation?rev=1458670622&do=diff Program Navigation [Main Ribbon Tab] * * * * * * * * * * * * * Forms Group Table of Contents Form Opens the Table of Contents Form. Users Form Opens the Users Form. Trash Bin Opens the Trash Bin Form. Editions Group Editions Form Opens the Editions Form. Editions Dropdown text/html 2016-03-22T19:53:21+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/overview?rev=1458676401&do=diff Policy Manager Overview This application manages individual Word documents that comprise a much larger policy handbook. The program helps simplify management of these files, but there are a few important things to be aware of. Managing the Files text/html 2015-12-21T17:34:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/placeholder_report?rev=1450719274&do=diff Placeholder Report This report prints a single page with the title of the placeholder and its outline identifier. If the placeholder is a subsection of one or more higher-level policies, that policy outline will print in gray at the top of the page. text/html 2016-03-22T19:59:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/policy_detail_form?rev=1458676751&do=diff Policy Detail Form Replace Policy Button Click on this button to replace the policy document with a new document. You would normally use this for a PDF document produced by a third-party, such as the state, when you receive an updated copy of the policy. For basic updates to policies that you maintain, you will generally want to use the Edit Policy button instead. text/html 2015-10-15T20:17:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/policy_review_form?rev=1444940237&do=diff Policy Review Form The policy review form asks whether you have finished reviewing a policy. If you choose "YES", the date and time that you reviewed the policy will be saved for later review by an Administrator. If you choose "NO", the form closes and nothing is saved. text/html 2015-12-21T17:32:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/reports?rev=1450719158&do=diff Reports * Table of Contents Report * Review by Policy Report: %fineprint{requires Administrator Role}% * Review by User Report: %fineprint{requires Administrator Role to view other users' review records}% * User Security Report: %fineprint{requires Administrator Role}% * Placeholder Report text/html 2015-10-15T20:06:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/review_by_policy_report?rev=1444939615&do=diff Review by Policy Report Fields Title The policy's title. %fineprint{Appears in: Table of Contents Form, Add New Policy Form, Policy Detail Form, Review by User Report, Review by Policy Report}% Latest Change The date of the most recent change to the policy. This field appears in reports and the Table of Contents Form. It is read-only. This date represents the most recent Change Date from the policy's history. text/html 2015-10-15T19:41:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/review_by_user_report?rev=1444938074&do=diff Review by User Report Running the Report Sample Report Fields Display Name The user's name as it should be displayed on reports. Generally, it is the user's first and last name. For example, "John Smith". %fineprint{Appears in: Users Form, Review by User Report, Review by Policy Report, User Security Report}% Title text/html 2015-10-15T20:21:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/review_policy?rev=1444940484&do=diff Review Policy %fineprint{Requires the Reviewer role}% This feature allows the administrator a way to track who has reviewed critical policy changes and who has not. The process for the reviewer is straightforward: * Click the Review Policy icon on the Table of Contents form for a given policy text/html 2020-07-01T21:10:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/search_policies?rev=1593637841&do=diff Search Policies The policy manager search feature performs searches on content, titles, and summaries of all text-based policy documents (Word doc, PowerPoint, Text-based PDF) Search Types There are two types of searches within Policy Manager: text/html 2017-06-07T19:00:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/sidebar?rev=1496862042&do=diff pm index text/html 2016-07-08T21:33:22+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/start?rev=1468013602&do=diff Policy Manager pm index Policy Manager Overview This application manages individual Word documents that comprise a much larger policy handbook. The program helps simplify management of these files, but there are a few important things to be aware of. Managing the Files text/html 2019-10-17T16:11:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/table_of_contents_form?rev=1571328701&do=diff Table of Contents Form Double clicking on one of the Policy Document lines on the form above will open the Policy Detail Form. Columns Level A number used to apply indenting and formatting to the policy document's title. This lends structure to the table of contents and makes it easier to read and understand. text/html 2015-12-21T17:53:44+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/table_of_contents_report?rev=1450720424&do=diff Table of Contents Report Lists the policies in a standard Table of Contents format. The page numbers on the right side of the report correspond with where each policy would begin if they were hard-printed and bound in a physical book. Before running this report, the page numbers should be updated via the text/html 2015-10-15T13:13:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/trash_bin_form?rev=1444914826&do=diff Trash Bin Form This form contains policies that have been previously deleted. To restore a deleted policy, simply click the policy's restore icon on the far right part of the row. You will be prompted to confirm the action. Once confirmed the policy will be moved back to the table of contents and its associated source document (if any) will be restored as well. Restored policies are placed at the end of the table of contents upon being restored. text/html 2015-10-16T14:13:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/update_page_counts?rev=1445004798&do=diff Update Page Counts The page counts are stored within the program on records separate from the source documents. Occasionally, the stored page numbers and the actual number of pages for a document can get out of sync. This process opens every source document in Microsoft Word to check its current page count. It then updates the corresponding page count on the internal record kept for that policy. text/html 2016-03-22T18:01:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/user_security_report?rev=1458669662&do=diff User Security Report %fineprint{requires Administrator Role}% Lists all the users and their assigned roles. Sample Report Fields User Name The Windows login name of the user. This is the name the user uses to log on to their computer. %fineprint{Appears in: text/html 2016-03-22T17:56:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://grandjean.net/wiki/pm/users_form?rev=1458669380&do=diff Users Form This form lists all the users who have used this program. Only Administrators have access to this form. User records may not be added or removed. The first time a new user uses the program, the program creates an entry in this user list. The user is created with