How to Add New Policy

This article is intended for administrators and policy managers.

How to Add a New Policy 

To add a new policy, you need access to the Policies & Procedures Organizer.

In Aptien, you can’t upload a standalone policy document directly. First, create a policy record (card) in the Policies & Procedures Organizer and assign it to the right category. You can also classify your policies to keep everything organized. The policy card helps you manage the policy with features such as:

• basic policy information
  
• assigning an owner for the policy
• setting review and renewal dates
• using a simple approval workflow
• adding meeting notes or activity logs

How to Manually Add a New Policy

1. In the Policies & Procedures section, click the "+ Add Policy" button
2. Choose the policy type (category) and enter its name
3. Click the "Save" button to confirm

After saving, a new tab will open where you can enter the basic details about the policy you just created. Then, upload the related document.

How to Add a Document to a New Policy

With the policy open in a tab, follow these steps:

1. Go to the Attachments tab
   
2. Click "+ Add file"
3. Select the file you want to upload and save

The file will display with an "In Progress" label, meaning it isn’t yet visible to employees and the approval workflow can start. If you’re uploading a file that’s already approved and ready, change its status to "Valid" or publish the document.

1. Click the yellow "Draft" label to open the document editor
2. Click the green arrow in the top-right corner of the yellow box
3. Complete the required fields. To publish the document, you must enter a "Valid from" date