New Module (August 8): Policies and Procedures
๐ New Module Releaseย
Weโve just dropped a new module:ย Policies and Procedures
๐ New Features:
- Dashboard
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Active Policies: Displays the number of currently active policies.
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Draft Policies: Shows the number of policies that are in draft status.
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Total Templates: Indicates the total number of templates available
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Recently Added: Lists the most recently added policies or templates for the past seven days.
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List of Policies: Provides a comprehensive list of all policies.
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List of Templates: Displays a comprehensive list of all templates.
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- Templates
- Search bar: Allows users to search for specific template.
- Card view of templates
- Publishing Policy from Template:
- Click โUSE TEMPLATEโ option in the List of Templates table of the dashboard or Click โUSE TEMPLATEโ button from the templates
- ย
- 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 โEditโ 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
๐ Known Issue:
- Render bulleted list in Text Field
๐ To be supported:
- Quick Actions (Export/Import/Publish Policy)
- Export/Import Policy
- For Approval Policies (component)
- View Policy (example: as PDF)
- Revision History
๐ Limitations
- Only 3 policies are currently uploaded