New Module (August 8): Policies and Procedures

🚀 New Module Release 

We’ve just dropped a new module: Policies and Procedures

🌟 New Features:

• Dashboard

  • Active Policies: Displays the number of currently active policies.

  • Draft Policies: Shows the number of policies that are in draft status.

  • Total Templates: Indicates the total number of templates available

  • Recently Added: Lists the most recently added policies or templates for the past seven days.

  • List of Policies: Provides a comprehensive list of all policies.

  • List of Templates: Displays a comprehensive list of all templates.

    

• Templates
  • Search bar: Allows users to search for specific template.
  • Card view of templates

• Publishing Policy from Template:
  • Click “USE TEMPLATE” option in the List of Templates table of the dashboard or Click “USE TEMPLATE” button from the templates

  • 

     
  • A modal will then pop up. Fill in all the fields in each section and hit Save section to reflect the changes.

  • 

  • After filling in all the fields in each section, you can select Save as Draft or Publish Document.

  • 

  • The changes will be displayed on the List of Policies table on the dashboard
• Updating Existing Policy:
  • Click “Edit” option in the List of Policy table of the dashboard and a similar modal will appear.
  • Fill in all the fields in each section and then select Save as Draft or Save Section
  • After filling in all the fields in each section, you can select Save as Draft or Publish Document.
  • The changes will be displayed on the List of Policies table on the dashboard

🐞 Known Issue:

• Render bulleted list in Text Field

🐞 To be supported:

• Quick Actions (Export/Import/Publish Policy)
• Export/Import Policy
• For Approval Policies (component)
• View Policy (example: as PDF)
  
• Revision History
  

🐞 Limitations

• Only 3 policies are currently uploaded