This article explains how to link a Policy/Guidance/Method Statement (a document stored in the dedicated Assure policy library) to a Module Record (an entry within any Assure module such as Incident, Risk Assessment, or Audit). Users must hold the Add/Remove Policies from a Record permission to perform this action. More than one Policy/Guidance/Method Statement can be linked to a single record. Once linked, the policy appears on the record with any associated attachments, and the document file (Word, PDF, or similar format) can be opened directly from the record.
Note: A Policy/Guidance/Method Statement must already exist in the system before it can be linked to a record. To add policies to the system, navigate to Modules > Policy/Guidance/Method Statements and create the policy record there first.
Prerequisites
- Permission required: Add/Remove Policies from a Record (configured in Role Permissions under Settings > Organisational Configuration > Roles)
- The Policy/Guidance/Method Statement must already exist in the system
Steps: Adding a Policy/Guidance/Method Statement to a Record
1. Navigate to the relevant module.
Go to Modules in the main navigation bar and open the module containing the record you want to update (for example, Incident Record, Risk Assessment, or Audit).
2. Locate the Document Library icon on the record.
In the module list view, click the Document Library icon on the relevant record row. The Document Library icon appears as a bookshelf with three books on it.
3. Click the Add button.
Click Add to open the list of available Policy/Guidance/Method Statements to connect to this record.
4. Select the Policy/Guidance/Method Statement.
The system displays the available Policy/Guidance/Method Statements. Tick the checkbox next to each policy you want to link to the record. You can select more than one policy at a time.
5. Save the record.
Click confirm to lock in your selection and then Save and close. The selected Policy/Guidance/Method Statement is now linked to the module record.
Notes
- Multiple Policy/Guidance/Method Statements can be linked to a single record.
- The Document link opens the policy file in the application associated with the file format on the user's device (for example, Word, PDF viewer).
- If a policy does not appear in the selection list, it has not yet been added to the system. Contact your Assure Administrator or refer to the Adding Policies to the System article.
- Removing a policy from a record requires the same Add/Remove Policies from a Record permission.
AI Metadata
Product Area: Assure, Policy/Guidance/Method Statements, Module Management
User Role: Assure Users with Add/Remove Policies from a Record permission; Assure Administrators
Tags: Add Policy, Link Policy, Policy to Record, Policy/Guidance/Method Statement, Module Record, Policy Icon, Add/Remove Policies Permission, Document Link, Policy Attachment
Version/Region: All Assure versions, all regions
Important synonyms:
- Policy = Policy/Guidance/Method Statement = Guidance = Method Statement
- Module Record = Record
- Add/Remove Policies from a Record = Policy permission
- Document link = policy file link
Suggested embedding keywords: add policy to record Assure, link policy to module record, policy guidance method statement record, add remove policies permission, how to attach a policy Assure, policy icon module record, select policy Assure record, open policy document Assure
Relevant modules: All Assure modules that support the Policy icon (Incident, Risk Assessment, Audit, Hazard Spotting, and others); Policy/Guidance/Method Statements module
Cross-module implications: The Policy/Guidance/Method Statement must first be created in the Modules > Policy/Guidance/Method Statements module before it can be linked to any other module record. This workflow spans the Policy/Guidance/Method Statements module and any module where the Policy icon is available. The same Policy/Guidance/Method Statement can be linked to records across multiple modules simultaneously.
Uncertainties: The Evotix Glossary did not return a dedicated glossary entry page. The canonical term "Policy/Guidance/Method Statement" has been inferred from the Role Permissions article definition: "Add and remove policies within the Policy/Guidance/Method Statement area and link these to module records."