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
  1. Click on Add New Policy link
  2. Select document type as Policy
  3. Select the descriptor code from the drop down list
  4. Click Submit
  5. On a new screen, type or copy/paste policy information
  6. Click Save and Close, draft policy will remain in your Work in Progress

How to Add a New Policy From a Policy Section
  1. Click on the Policy tab
  2. Select a section by clicking on it in the left column
  3. Click on Add New Policy link
  4. Choose your document type
  5. Choose your descriptor code from the dropdown list
  6. Click Submit
  7. On a new screen, type or copy/paste policy information
  8. Click Save and Close, draft policy will remain in your Work in Progress


Options Listed on Policy Edit Screen
  • Board Approved — check this box if the board has approved the policy for adoption and it will be included in your policy manual
  • Rescinded — check this box when the board has decided the policy or regulation is no longer applicable
  • Submit for Public Review — check this box if you wish to get comments from the public
  • Delete Draft — check this box if the draft is no longer needed
  • Adopted/Revised/Rescinded Date — place the board adopted or rescinded date in the format as shown
  • Last Reviewed Date  — If the policy was reviewed, update the date of review.
  • Request Review by   check this box for review by your associations analyst. Only available to select sites.
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