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

  1. Go to the Work menu on your navigation bar.
  2. Select Policy Packs to open the Administration Dashboard.
  3. 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:

  1. In the Actions dropdown menu, select View Policy Pack.
  2. You’ll see the front page of the pack. Click Read the policies to explore further.
  3. 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

  1. From the Actions dropdown menu, select Audience and Publish.
  2. In the Audience window, click Add Groups or individuals….
  3. Search for and select the user or Group you wish to add.
  4. Click Add to Policy Pack.

You can use this feature to add users or Groups to multiple packs at once.



Removing Users or Groups

  1. Open Audience and Publish from the Actions menu.
  2. Click Remove next to the user or Group you want to remove.



Publishing a Policy Pack

To publish updates or notify your audience:

  1. Select Audience and Publish from the Actions menu.
  2. You can:
    • Post a Note to accompany the update.
    • Create a To-do for audience members to acknowledge the policies.
  3. 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:

  1. On the Policy Packs Administration page, select Add or remove Projects.
  2. Use the dropdown to select and add new Projects to the pack.
  3. 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.