New Policy Format Update
Launching PolicyConnect
User Management
PolicyConnect User Guides
- How to Use the Exact Match Filter
- PolicyConnect Performance
- 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
PolicyConnect Administrator User Guides
- Administrator Buttons
- Administrator View and Client User View
- Audit Log
- Board Governance and HR Administrator User Roles
- CompliLearn Reporting
- Content Admin - My Content Status
PolicyConnect Group Administrator Guides
- How to Edit Context Keys in the New Policy Format
- Group Contextualisation
- Report Dashboard (Group Administrator)
- Managing Group Quick Links
- Group Publishing
- How to Make a Custom Module Visible to your Child Sites
PolicyConnect Contextualisation
- Why Contextualised Content is Important (All Industries)
- How to Edit a Context Key via the Onboarding Module
- How to Edit Context Keys via the Contextualisation Guide
- How to Edit Variables in PolicyConnect
- Updates to Executive Summary pages
- Updates to CompliCare Executive Summary Pages
PolicyConnect Quick Links
- How to Update a QuickLink Icon
- Adding a Quick Links Section
- Adding a Quick Link to a Section
- Deactivating a Quick Link
- How to Edit or Delete a Quick Link
- Deactivating a Quick Links Section
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
- How to Add a User Generated Page Within a CompliSpace Module
- How to Publish a User Generated Page Within a CompliSpace Module
- How to Rename a Module