Below is a breakdown of the View Policy screen broken into sections. Policy Header The policy header displays the policy name, status, dates related to the policy, and related policies. To view the related policies, click on see more. Policy Content Beneath the policy header, you can view the policy…

There are two ways to add a new policy — from your Work In Progress or from a code section: How to Add a New Policy From Your Work in Progress Click on Add New Policy linkSelect document type as PolicySelect the descriptor code from the drop down listClick SubmitOn a new screen, type or copy/paste…

How to Edit a Policy On the Policy tab, click on Policies ListingClick on name of PolicyOn policy viewing screen, click on the edit iconMake neccesary changesClick Save and Close or Submit Options Listed on Policy Edit Screen

How to Navigate Through Policies Select the policy section of the policy to viewClick on the Policy TitleUse the Forward and Back buttons to move through the Policy Sections How to Use Google Translate for Policies Navigate to PolicyClick on the Google Translator icon to toggle to a different languageSelect languageUse the Google Translate to toggle…

You can override the email address entered on the Policy Administration screen on the Policy Edit screen. How to Override Email Address for Public Comment On the Policy tab, click on Policies ListingClick on name of PolicyOn policy viewing screen, click on the edit iconCheck box Available for Public ReviewIn the Rev email field,…

How to Adopt a Policy On the Work in Progress screen click the pencil icon beside the policy to editOn Policy edit screen, check the box Board ApprovedEnter board approved date in the Adopted/Revised/Rescinded date boxClick Submit Note: Clicking on the Board Approved will required a date in the A/R/R box. You…

How to Rescind a Policy Go to the Policies Listing screenClick on Policy titleClick the edit iconCheck Rescind box and enter Rescind dateClick Submit Note: A pop-up box will appear that states “Are you sure you want to rescind this policy? Click Ok How to View Rescinded Policies Go to Policy Listing screenClick on Status column to…

Filter the Policies Listing by Status and select “Rescind” to locate the policy rescinded by mistakeCopy out all the textAdd the policy like it was a new policy with the same codePaste the text from the rescinded policy into the new policyCheck Board Approved and put in the correct date.…

How to Delete a Draft Policy Hover over Policies, click on Work in Progress linkClick on the Edit icon next to draft policyOn the Policy Edit screen, check the box Delete Draft, at the bottom of the screenClick Submit

When a board makes changes to an adopted policy and it has been readopted, the original policy will be moved to Policy History.  The newly adopted policy becomes the active policy and will show up on the Policies Listing screen. The History Icon next to the policy code will appear…