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Add a New Policy

Learn how to add a new policy.

1. Go to Content > Content Library

2. Search for the course you want to add the policy to and click Configure on the card

3. Identify the module in which the policy is located. In newer courses, you can look for a label next to the module title which says “This module supports policies.”

4. Expand the module and scroll down until you see the Policy page. Click the Add Policy button on the right hand side.

5. Select the format that matches your policy: PDF, rich text, or link. Click Next.

6. Enter a name for the policy in the Policy Name field. Choose a name that will make sense to other administrators and to learners as this will appear in the course.

7. Enter your policy by uploading a PDF, using the rich text editor, or pasting in a link, depending on which policy format type you chose. Double check the formatting. If you’re using a url, make sure it begins with http:// or https://.

8. If you need to upload a version of your policy in another language, follow the instructions, navigate to the Add a Policy in Another Language article.

Best Practice Note: Before you upload and share your policies or resources with your workforce, please run your company's approved virus detection software on it to verify it is safe and free from malicious code. 

9. Once you’ve added your policy, click Next.

10. This policy will automatically be attached to the course you first selected in the Content Library. There is the option to apply this policy to multiple courses in this step when applicable. To select the courses, check the box to the left of the course name you want to attach the policy.

  • Some courses may have more than one type of policy so be sure to specify what type of policy you’re adding in the dropdown option to the right of the course name.

  • A single policy can be applied to multiple courses. 

  • A single policy cannot be applied to multiple types of policies within the same course. 

11. To select the locations, check all the boxes for the locations you want the policy to appear for. All learners assigned to that particular location will see that policy.

  • This section is how you can display different policies and resources to different populations within the same course. For example, if you have employees located in California and New York, you can attach the California policy for the learners in that state to acknowledge while those in New York will see the New York policy.


12. Click Confirm.

13. Back in the configuration menu, you will need to add a Custom Title or Header to the policy page to ensure the page appears for learners.  A custom header needs to be added to this page for the policy to appear for learners.
 

Note: If you have more than one policy uploaded per type, learners could proceed to the end of the course without signing all policies, and be prompted to sign the rest afterward.