The Policy Administrators and users with Read-Only or Edit permissions will have access to a special menu option under Policies called the Work In Progress screen. NumberColumn TitleDescription1Add New DocumentAdd a new document2EditPencil icon will allow you to edit the document3TypeDocument Type's code4CodeCode associated to the document5DescriptionTitle that has been…

Requesting for association review can be selected for HTML Documents.  Once the Request Review by Association option is chosen, the document will go through a workflow process. Follow the steps below on how to request a review and the workflow process.Note: Please contact your state association for an in-depth explanation of…

Below is a breakdown of the statuses that exist in the Policy Module.Note: A status with an asterisk (*) indicates that the status will only be used for a document going through the association review workflow process. StatusDescriptionAdoptedDocuments that has been approved by a board, committee, etc.DraftDocument is in the process…

Users can be given read-only or edit permissions to draft HTML documents on an individual basis allowing them access to a document while changes are being made. This feature can be helpful when an Admin does not want to give full access to a user for all documents in a…

Draft documents can be made available for the public to review and give feedback on. Documents can be marked as being available for public review on both a mass and individual basis. Public comments will be sent to a pre-designated email address. How to Enable a Draft Document for Public…

On the Work In Progress screen, a Simbli administrator will be able to select multiple documents, both HTML and PDF, to approve or rescind. Follow the steps below on how to approve or rescind your documents. How to Batch Approve Documents Hover over the Policies tabClick on Work In ProgressOn the Work In…

These are put out monthly by CSBA to alert policy users of any policy implications of a result of any legislation, state board rule changes or court cases. It will list the policy code impacted, what the impact is and what action should be taken.Policy Alerts is a subscription service…

This is quarterly newsletter sent out to policy subscribers. Policy Update is a subscription service of the California School Boards Association.  Access to the online versions of this newsletter is to subscribers only.  From your Work in Progress, click on the CSBA Communications tab. A listing will appear of all past…