Note: You’ll need to be a Policy Pack Administrator to perform these actions.
Policy Packs help you present key policies and guidance in a clear, easy-to-read format. As an administrator, you can manage audiences, publish updates, and ensure everyone stays informed and compliant.
Accessing Policy Packs
- Go to the Work menu on your navigation bar.
- Select Policy Packs to open the Administration Dashboard.
- Click the Policy Packs tab to view all existing packs.
Most actions are available via the Actions dropdown menu under each Policy Pack’s title.
Viewing a Policy Pack
Before publishing, you may want to preview the pack from a user’s perspective:
- In the Actions dropdown menu, select View Policy Pack.
- You’ll see the front page of the pack. Click Read the policies to explore further.
- Use the Policy list on the left to navigate between policies.
Note: The Mark as read option is only available to users or Groups added to the Policy Pack during publishing.
Managing Users in a Policy Pack
Adding Users or Groups
- From the Actions dropdown menu, select Audience and Publish.
- In the Audience window, click Add Groups or individuals….
- Search for and select the user or Group you wish to add.
- Click Add to Policy Pack.
You can use this feature to add users or Groups to multiple packs at once.
Removing Users or Groups
- Open Audience and Publish from the Actions menu.
- Click Remove next to the user or Group you want to remove.
Publishing a Policy Pack
To publish updates or notify your audience:
- Select Audience and Publish from the Actions menu.
- You can:
- Post a Note to accompany the update.
- Create a To-do for audience members to acknowledge the policies.
- Use the editor to customise the Note and set a due date for the To-do.
Notify Specific Audiences
- To notify only new audience members, select New audience members only.
- To make the Note and To-do the default for future new users, tick the box provided.
When ready, click Post Note and To-Do.
Adding or Removing Projects
You can expand a Policy Pack by including additional Projects:
- On the Policy Packs Administration page, select Add or remove Projects.
- Use the dropdown to select and add new Projects to the pack.
- Click Add Project to Policy Pack to confirm.
Important:
- Content from added Projects will be visible to your Policy Pack audience, even if they’re not team members in the original Project.
- If you make changes to a Policy Pack’s content, policies will be marked as unread for all audience members. Only approved policies will appear—new policies awaiting approval won’t be visible to users.