New Policy Format Update
Launching PolicyConnect
User Management
PolicyConnect User Guides
- How to Use the Search Filters
- How to Log Out of PolicyConnect
- How to Log in to your PolicyConnect Site
- Setting your PolicyConnect Password from the Welcome Email
- Resetting your PolicyConnect Password
- General User Navigation Tools in PolicyConnect
PolicyConnect Administrator User Guides
- Inserting a Link Within a Page or Context Key
- Administrator Buttons
- Administrator View and Client User View
- Audit Log
- Board Governance and HR Administrator User Roles
- CompliLearn Reporting
PolicyConnect Group Administrator Guides
- Report Dashboard (Group Administrator)
- Group Contextualisation
- Managing Group Quick Links
- Group Publishing
- Adding User Generated Modules to Child Sites
- Group Locking Page Visibility
PolicyConnect Contextualisation
- Updates to Executive Summary pages
- Updates to CompliCare Executive Summary Pages
- Why Contextualised Content is Important
- Editing Context Keys Directly from the Content
- Editing Context Keys Via the Onboarding Module
- Editing Context Keys Via the Context Library
PolicyConnect Quick Links
- Adding a Quick Links Section
- Adding a Quick Link to a Section
- Deactivating a Quick Link
- Editing or Deleting a Quick Link
- Deactivating a Quick Links Section
- How to Delete a Section of Quick Links
PolicyConnect User Directory Guide (also used for SafeTripBuilder and PlanCheckGo)
- User Directory Icons
- Logging in to Your User Directory
- How to Add a New User to the Local User Directory
- Searching for a User Account
- Assigning Permissions to a User Account
- Resending a Welcome Email
User Generated Content Guides
- How to Create a Your Own Module
- Adding Child Pages To Your User Generated Content
- Publishing a User Generated Module
- Adding a User Generated Page Within a CompliSpace Module
- Publishing a User Generated Page Within a CompliSpace Module
- How to Rename a Module