This is where you maintain Standard Operating Procedures.
Internal Ref
This is the internal Ref you use for this Policy and it is a required field. Shared content that you import will always have an existing Internal Reference.
Document Heading
Choose from the list of predefined headings.
Document Category
Choose from the list of predefined Categories.
Document Name
Enter a name to describe the Policy
Comments
These are optional but allow you to add prompts etc. to assist when reviewing a Policy.
Aim
This is where you detail the Policy Aim . Simply click on the add icon to 
add new rows or 
edit to edit existing rows and then enter your text. You can optionally add comments.
When editing the Aim info you may want some space. The full screen button 
(short cut F11) lets you expand the editor to fill the entire screen
Intent
This is where you detail the Policy Intent. Simply click on the add icon to add new rows or edit to edit existing rows and then enter your text. You can optionally add comments.
When editing the Intent info you may want some space. The full screen button (short cut F11) lets you expand the editor to fill the entire screen
Outlines
You can only enter numbers and full stops. The format should be 01.01 , 01.02 etc to set the sort order when printing. You CANNOT type letters into this field. These outline steps are optional as you might prefer to use bullets and numbering with the purpose and procedure text but if you do enter numbers then you can click on the column header to sort using these numbers
Review Details
Here you can set how often this Policy must be reviewed such as annually or six monthly.
You can choose which staff roll (Job Title) is responsible for the review. Job Titles are used as they are not affected by changes to staff.
To add a review entry, click on the add button above and then choose a review date and the staff member who carried out the review.
Reviews are automatically sorted to show the most recent review first.
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Saving your changesChanges made to detail such as purpose and procedure are saved when you click save in the edit form. You MUST save changes to the main Policy by clicking the big Save button. |
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Cancelling ChangesCancel any changes to details such as purpose and procedure by closing the edit form without clicking the save button. |
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PreviewClick to preview this Policy as a PDF |
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ClosingWhen you are done, Click the close button and you are returned to the View Policies page where you can choose another Policy to work with or add a new Policy. You can also choose another menu item to close. |
Copying Content from MS Word
Sometimes you will want to copy existing content from other software like MS Word. Because the internal formatting in Word is different from the HTML web format the format might look wrong. Most additional formatting is removed when you paste content
The HTML editor toolbar
If you are pasting text that contains bullet points it's important to understand that the bullet is not a real bullet and you should highlight the lines and click the bullets button.
Want some more space? The full screen button (short cut F11) lets you expand the editor to fill the entire screen