The front end of Policy Manager is how the majority of users will interact with its content.
Users can browse all policies they have permissions to see and can accept those they have been asked to.
Filters on the left and a search bar assist with browsing for specific content.
The corresponding Pages component can be used to give a snapshot of the same content and allow users to accept policies from pages rather than always in the application itself.
This guide will cover all the options and controls available to users on the front end of the application.
The Front End
Open Applications > Policy Manager to see all the areas detailed below.
- Default view
There are two views available in Policy Manager - All Policies & My Policies.
One is chosen as the default by administrators on the admin side, which determines the tab that is automatically opened by all users when accessing the front end:
The most popular view is 'All Policies' as this lists all content a user has permission to view for them to browse.
'My policies' will instead list only the policies a user has been set to accept.
Your administrators can choose the best default view to fit your needs.
- Filters
The filters on the left side of the screen can be clicked on to apply to the policies currently listed.
Policy Types and categories are managed by administrators on the admin side of the application.
Users will only see the categories for which they have permissions.
Select different categories and/or types to see how this changes the policies listed.
Users who can create policies will be able to save them under categories for which they have permissions and attribute a type if applicable.
- Tags
Tags can be attributed to policies when creating or editing them.
A tag cloud will build over time and be offered to users to click on to assist their searching.
Click on a tag to be taken to view all policies with that tag (that you have permissions for)
- Search bar
Users can enter search terms to return policies.
Policy titles, body and tags will be included in the search.
- Policies
This main area hwere the polices will be lsited that a user has permission to see and base don wich view has been chosen.
A user can change their view to browse too, but on next opening the application the defatul view iwll be set
Clicking into a policy opens it in full, and a user can read this (& accept it if required)
- View
There are 2 view options available - Icon or List
Each user can set their own view style using the buttons.
- Create new policy button
The cross button will appear to users with permissions to create a new policy.
Administrators can set permissions per category (on the admin side of the application) to give users this ability.
Our guide here details the policy creation process.
- 3 line menu
Users can click the 3-line menu to see more options that they have permissions for.
- A-Z will open a new screen to assist in searching by policy title:
- The 'Manage policies' area will list all policies a user can see. If they have 'edit policy' and or 'edit policy content' permissions, they will see icons in the 'action' column to make edits or delete policies:
- The Policy Users report option will only appear to users who have been given report access by administrators on the admin side:
- The Policy manager admin shortcut will only appear to application administrators of Policy Manager.
Pages component
The Policy Manager page component can be used to display policy content across the site in useful areas.
Edit a page and find the component in the list
Check out its options to set up what you would like it to pull through
Action required is the most commonly used setting, as it will list the policies a user has yet to accept.
Users can click through to these from the page the component is on rather than needing to open the application front-end directly.
