You can easily upload and store campus policies that can then be assigned to a case.
View All Policies
To view all policies, their coverage, and related documents, click on the School Sites Tab on the Left Navigation Menu to view all campuses in a table view.
Click on the three dots under the Actions column, then click Policies in the dropdown menu.
You can also click on the School Name to open the Manage School Screen, then click the Policies Tab on the Top Navigation Menu.
Manage Policies
To edit a policy, click on the name of the policy, or click on the three dots next to the policy name, then click Edit in the dropdown menu.
To duplicate a policy, click on the three dots next to the policy name, then click Duplicate in the dropdown menu.
To delete a policy, click on the three dots next to the policy name, then click Delete in the dropdown menu.
To archive or inactivate a policy, click on the name of the policy, or click on the three dots next to the policy name, then click Edit in the dropdown menu.
Click the Active Toggle to the right of the policy title to mark the policy as active or inactive. Click the Update Button at the top right of the screen to save your changes.
Add New Policy
To set up a new policy, click on the New Policy Button on the top right of the Policies Table.
Policy Name and Effective Dates
Type the name of the policy into the Title Text Box.
Select the start and end dates that the policy is in effect using the calendar dropdowns.
Attach Documents to a Policy
Attach global policy documents by clicking the Upload Button on the top right of the Documents Table.
To attach a document to only one portion of the policy, hover your cursor next to the coverage property that you would like to attach a document to, then click on the upload icon that appears.
Set Up the Policy Coverage
Use the checkboxes in the Policy Coverage Table to select which properties are covered by policy.
Use the checkboxes to the ;eft of the column headings to select coverage for the entire group of properties in that column.