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| pm:overview [2015/09/25 14:16 UTC] – [Managing the Files] add link to Import a File mwolfe | pm:overview [2016/03/22 18:31 UTC] – add Multiple Editions section mike |
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| | {{indexmenu_n>10}} |
| ====== Policy Manager Overview ====== | ====== 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. | 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. |
| [[pm:delete_policy|Deleting a policy]] will never permanently delete anything. The policy will be marked as deleted and removed from the table of contents. The actual Word document will be moved to a special subfolder named //Trash//. | [[pm:delete_policy|Deleting a policy]] will never permanently delete anything. The policy will be marked as deleted and removed from the table of contents. The actual Word document will be moved to a special subfolder named //Trash//. |
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| You will be able to restore the policy at any time in the future. [[pm:restore_policy|Restoring the policy]] will add it back to the table of contents. It will also fetch the Word document from the //Trash// subfolder. | You will be able to restore the policy at any time in the future. [[pm:trash_bin_form|Restoring the policy]] will add it back to the table of contents. It will also fetch the Word document from the //Trash// subfolder. |
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| ==== Reviewing Policies ==== | ==== Reviewing Policies ==== |
| For any policy to be effective, its intended audience must read it. To help you track this, Policy Manager provides a simple interface for those users. When they open the program, they will see the Table of Contents and a button to review each policy. Clicking on this button will open a read-only copy of the policy document in Word. | For any policy to be effective, its intended audience must read it. To help you track this, Policy Manager provides a simple interface for those users. When they open the program, they will see the Table of Contents and a button to review each policy. Clicking on this button will open a read-only copy of the policy document in Word. |
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| When they return to the program, a pop-up box will ask if they have finished reviewing the policy. If they choose Yes, the program will create a record with the user's login, the policy reviewed, and the date and time the review took place. Managers can review reports that show [[pm:rpt_reviews_by_user|which policies a user has reviewed]] and [[pm:rpt_reviews_by_policy|which users have reviewed a given policy]]. | When they return to the program, a pop-up box will ask if they have finished reviewing the policy. If they choose Yes, the program will create a record with the user's login, the policy reviewed, and the date and time the review took place. Managers can review reports that show [[pm:review_by_user_report|which policies a user has reviewed]] and [[pm:review_by_policy_report|which users have reviewed a given policy]]. |
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| | ==== Multiple Editions ==== |
| | Not every policy applies to every employee. To deal with this, you may create multiple //editions// of your policy manual. The **Complete** edition is a special edition that includes every policy((Policies that have been moved to the Trash are not included in the Complete edition.)). |
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| | Here's a quick tutorial: |
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| | * Open the [[Editions Form]] |
| | * Click on the [New Edition] button |
| | * Enter a name for your new Edition (e.g., "Support Staff") and click [OK] |
| | * Click on the __Edit__ link next to the newly added Edition record |
| | * Check the boxes next to the policy sections you want included in the new edition |
| | * Open the [[Users Form]] and assign the new edition to your //Support Staff// employees |
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