Edit Policy

This is where you maintain Policies.

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.

Created
The date this Policy was created. This will default to the current date when adding a new policy.

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 type the content of the Policy Aim.You can use formatting and highlighting similar to Word.
You can optionally add comments.

Intent

This is where you detail the Policy Intent. Simply type the content of the Policy Intent.You can use formatting and highlighting similar to Word.
You can optionally add comments.

Tip

When editing the content info you may want some space. The full screen button (short cut F11) lets you expand the editor to fill the entire screen

Review Details

Here you can set how often this Policy document content must be reviewed such as annually.

Review frequency
Choose a review frequency. This is the interval between content reviews.

Next Review Date
The date of the Next review date – this is when you plan to next review this Policy and decide if it is still current or if it needs updating.

Staff Member Responsible
You can choose which staff member will be assigned to review this Policy

Review Grid

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.

Tip

Use the Policy Bulk Set Next Review Info to bulk set review information to speed up spreading the document review work across the year.

Changes made to staff reviews are saved within the edit form when you add a staff review item .

You MUST save changes to the main Policy by clicking the big Save button.

Cancel any changes to details.

Click to preview this Policy and optional export as either a PDF or Excel format.

When 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.
• All HTML text editors such as Edit SOP Purpose now have a new button paste from Word to help with removing MS Word specific formatting whilst retaining most of the formatting. This should make moving text into a GuildLink item much faster and easier.
• Note that due to the different formats and the very MS specific formatting it may not be 100% reliable.

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.