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pm:overview [2015/10/16 12:49 UTC] – [Policy Manager Overview] mwolfepm:overview [2016/03/22 19:53 UTC] (current) – [Multiple Editions] mike
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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:review_by_user_report|which policies a user has reviewed]] and [[pm:review_by_policy_report|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]].
  
 +==== 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.
 +
 +Here's a quick tutorial:
 +
 +  * 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
 +
 +Note: //Policies that have been moved to the Trash are not included in the Complete edition.//
  • pm/overview.1444999759.txt.gz
  • Last modified: 2015/10/16 12:49 UTC
  • by mwolfe