A user with permission to Administer This Type for a policy type will have access to a special menu option under Policies called the Policy Type Administration screen. On this screen, they have the following options available to them. NumberColumn TitleDescription1Add New Policy TypeAdd a new policy typeNote: A Policy Type…
Below is a video demonstration on how to create a Policy Type.
With GAMUT, you are able to create multiple policy types, in addition to a policy manual. Operation Manuals, Teacher or Student Codes of Conduct, Employee handbooks, etc. can be created and accessed in GAMUT. Each policy type can have its own documents and different administrators assigned. How to Create a…
How to Edit a Policy Type Hover over the Policies TabClick on Policy Type AdministrationClick the Pencil button next to the Policy Type you wish to edit the name of or change the visibilityWhen finished, click Save and Close How to Delete a Policy Type Hover over the Policies tabClick on Policy Type AdministrationClick on the trash can…
After a policy type is created, document types need to be created and associated with it. Document Types can be named to match the information being shared such as policies, procedures, articles, etc. Document Types can be marked with visibility restrictions and users can be given access to view all…
The Gamut Policy module will allow you to get public input on pending documents. Public users will be able to share their feedback and their comment can be emailed to a designated email address. The designated email address is set on the Document Type screen for each type of Document.…
Codes are created within sections and are associated with documents. Documents can only be created if a code exists. Following the steps below on how to add a code to a section. How to Create a New Code Hover over the Policies tabClick on Policy Type AdministrationClick on the Codification icon for the policy type…
How to Edit a Section Hover over the Policies TabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are working withOn the Codification screen, click on Add/Edit New SectionNote: A user can click on the settings wheel > Manage Sections to view another option to edit sections.On Add/Edit Section pop-up click on…
Documents are categorized into sections by the function they perform. Sections need to be created before codes can be created. Follow the steps below on how to create a section. How to Create a New Section Hover over the Policies tabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are…
A user with permission to Administer This Type for a policy type and Manage Codifications will have access to the codifications. On this screen, they have the following options available to them. NumberColumn TitleDescription1Add/Edit SectionClick to create, edit, and delete sections2SectionsClick on sections to view, edit, add, and delete corresponding…
Below is a video demonstration on how to create, edit, and manage the codification system in the Policies module.
How to Edit a Code Hover over the Policies TabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are working withOn the Codification screen, click on the pencil to edit a code number and/or nameNote: Both the code identifier and name can be edited if the code is in use.Changing a code will…
How to Import New Codes Hover over the Policies TabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are working withClick on the settings wheelClick on Import/Update Codification Select Import New CodesClick Browse… to select and attach your upload templateNote: Sections will need to be created previous to import. Codes, descriptions, cross-references, and…
How to Add a Cross-Reference Hover over the Policies TabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are working withOn the Codification screen, click on the number in the footnotes & cross-references columnNote: The number displayed indicates the combined amount of footnotes and cross-references associated with the code.Click on the Cross-References tabClick…
How to Unlink a Cross-Reference Hover over the Policies TabClick on Policy Type AdministrationClick on the Codification icon for the policy type you are working withOn the Codification screen, click on the number in the footnotes & cross-references columnClick on the Cross-References tabClick on the unlink iconClick Okay to confirm
Below is a video demonstration on how to create, edit, and manage footnotes in the Policies module.
A user with permission to Administer This Type for a policy type and Manage Footnotes will have access to footnotes. On this screen, they have the following options available to them. NumberColumn TitleDescription1Add/Edit Footnote TypesClick to create, edit, and delete footnote types2TypeClick on All or Type to view, edit, add,…
Footnotes are categorized into types depending on where the code originated from. Types need to be created before footnotes. Follow the steps below on how to create a footnote type. How to Create a New Type Hover over the Policies tabClick on Policy Type AdministrationClick on the Footnote icon for the policy type you are…
Footnotes are created within types. Footnotes can only be created if they are associated with a footnote type. How to Create a New Footnote Hover over the Policies tabClick on Policy Type AdministrationClick on the Footnote icon for the policy type you are working withOn the Footnote screen, click on Add New Footnote On Add Footnote…
How to Edit a Footnote Hover over the Policies TabClick on Policy Type AdministrationClick on the Footnote icon for the policy type you are working withOn the Footnote screen, click on the pencil to edit the type, footnote, description, and/or urlWhen finished, click Save and Close How to Delete a Code Hover over the Policies TabClick on Policy Type AdministrationClick on…
How to Dissociate a Footnote to a Code Hover over the Policies TabClick on Policy Type AdministrationClick on the Footnotes icon for the policy type you are working withOn the Footnotes screen, click on the number in the references columnUncheck codes associated to footnote Click Save or Save and Close to confirm
How to Import New Footnotes Hover over the Policies TabClick on Policy Type AdministrationClick on the Footnotes icon for the policy type you are working withClick on the settings wheelClick on Import/Update FootnotesSelect Import New CodesClick Browse… to select and attach your upload templateNote: Types will need to be created previous to importYou can download a sample template…
How to Add a Footnote Disclaimer Hover over the Policies TabClick on Policy Type AdministrationClick on the Footnotes icon for the policy type you are working withClick on the settings wheelClick on DisclaimerA pop-up box with an HTML editor will appearEnter a message in the editorWhen finished, click Save and Close How to Edit a Footnote Disclaimer…
After a policy type is created, sub statuses can be created and used for draft documents. Sub statuses are used for draft policies and can be chosen from a drop-down menu while in edit mode. Sub statuses on documents can be sorted on the policy listing screen in the Status…
How to Edit a Sub Status Hover over the Policies TabClick on Policy Type AdministrationClick on the Sub Status icon for the policy type you are working withOn the Sub Status screen, click on the pencil to edit the titleWhen finished, click Save and Close How to Delete a Code Hover over the Policies TabClick on Policy Type AdministrationClick on the Sub…