Admins can create and manage company policies:

Creating a Policy:

  1. Go to Policies → Create Policy
  2. Enter policy title and description
  3. Select a category (optional - can organize later)
  4. Choose status: Draft, Published, or Archived
  5. Upload the policy document (PDF, DOC, or DOCX)
  6. Click "Create Policy"

Editing a Policy:

  • Click "Edit" on any policy
  • Update title, description, category, or status
  • Upload a new version if the document has changed
  • Changes are tracked in the audit log

Policy Categories:

  • Organize policies using categories
  • Create categories in the left sidebar
  • Categories can have subcategories (folder structure)
  • Drag and drop to organize (if available)

Policy Status:

  • Draft: Not yet published, cannot be assigned
  • Published: Live and can be assigned to staff
  • Archived: No longer active, kept for records

Uploading New Versions:

  • When a policy document changes, upload a new version
  • Previous versions are kept for audit purposes
  • Staff who already acknowledged will see the new version
  • You can require re-acknowledgment for new versions

Deleting Policies:

  • Only admins can delete policies
  • Deletion removes the policy and all versions
  • Consider archiving instead of deleting for audit purposes