Adding Policies to the System
Users can attach policies to specific records but the policy must exist in the system first. To add a policy into the system, go to Modules then Policy/Guidance/Method Statements.
The policy section acts like a module and has all the same buttons and functions as the other modules in the system. Click the ‘New Record’ button to add a new policy to the system.
Fill in the Policy details on the form. On Save, you will see that the Policy will be added, it displays similar to a module record. The policy record can be edited, deleted, copied, etc.
To upload the policy document, click the Attachments icon and upload the document.
Once a policy has been added into the system here, it will now become selectable from the window for attaching policies to a record.