How to add new policy document

This article is intended for administrators and policy managers.

How to add a new policy document

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

In Aptien, you cannot add only standalone documents without having it added to a policies & procedures Organizer card first. To add a policy, you must create an item (card) in the organizer, which you add to the appropriate category, you can also classify the policies. The policy card allows you to work with the policy with all available functions of our system, for example:

• basic policy information
  
• who is responsible for the policy
• when the document should be revised
• it is also possible to use a simple approval system
• you can write minutes of meetings or maintenance

How to add a new policy manually

1. In the Policies & Procedures organizer, you see the "+ Add policy" button
2. Select the type of policy (category) and enter its name
3. Confirm with the "Save" button

Once created, a tab will open where you fill in the basic information about the policy that you set up in the system. Then attach the document.

How to add a document to a new policy

In the open tab of a policy

1. Go to the Attachments tab
   
2. Click on "+ Add file"
3. Select the required document and save

You will see the file uploaded with a "In Progress" label, meaning the document is not yet available to staff and the approval process can be started. If you are uploading a document that is already approved and ready, you must set it to "Valid" or publish the document. 

1. Click on the yellow "Draft" label to open the document editing
2. Click on the green arrow in the right corner of the yellow box
3. Fill in the required data. To publish the document, you must fill in the date: Valid from