Procedure: Adding a policy

When to perform

Policy officers add policy documents to the Governance Intranet when they have received inputs from all parties and have compiled the major (for publishing) or minor ( for tracking changes to draft) version so that versions can be tracked.

You must have

The latest version of the policy document in electronic format.

Procedure

Below are links to the parts of this procedure, either follow the procedure sequentially or jump to the part that you need help with:

Opening the Policies list page

  1. Log in to the Governance Intranet. See: Logging in.

  1. In Governance - Governance page, select Policies section.  

  2. The Policies - Home page opens displaying the left menu listing current policy groupings (e.g. All Policies, Academic, Finance, Human Resources, Information Communication Technology Services, Research) and overview text.

In the left side menu, select the applicable menu item:

  1. Either select All Policies, if you are not sure which category your policy falls under, go to step 4.  

  2. Or select the applicable policy section, if you know which category applies to your policy, go to step 5.

  1. The All Policies page opens displaying a list of all the policies in alphabetical order by name, date modified and person who modified it.

  2. The <Category name> page opens displaying a list of all the policies the selected category in alphabetical order by name, date modified and person who modified it.

Choosing a file to upload

  1. The Policies - All Documents page opens displaying a list of source policy documents.

  2. Click Add document.

  1. The Upload Document dialog box appears displaying Upload Document and Version Comments sections.

  2. Ensure that the Add as a new version to existing files check box is selected.

  3. Click Browse.

  1. The Choose File To Upload dialog box appears.

  2. Navigate to the policy file to be added.

  3. Select the file and click Open.

Uploading the policy

  1. The Upload Document page reappears and the file path and name appears in the Name field.

  2. In the Version Comments section, enter comments describing what has changed in this version, if applicable.

  3. Click OK.

Adding and/or editing the policy properties

  1. The Policies - <Document file name> page opens displaying a message confirming that the document was added successfully, that it is checked out by you and that you can use the form to update document properties.

  2. Ensure that the Title is correct as stated in the document, edit if necessary.

  3. Ensure that the file Name complies with the policy file naming convention. The system will correct if necessary.

  4. In the Description field, enter a brief outline of the contents of the document.

  5. In the Rights Holder field, click Browse for a valid choice and select the business area or organisational unit which owns the policy.

  6. The Select: Rights Holder dialog box appears.

  7.  In the Policy Category field, click Browse for a valid choice and select the high-level classification of the policy based on the type of content, (e.g. Finance, Research)

  8. The Select: Policy Category dialog box appears.

  9. Enter or select the Review Interval, i.e. the number of months after uploading when the policy needs to be reviewed.

  10. Leave the default Distribution Level as Public domain.

  11. Enter a Policy Sub Category, if applicable.

  12. Click Save.

Confirming that the policy was added

  1. The Policies - All Documents page reopens displaying the newly added policy with a New icon next to the Name in list of source policy documents.

  1. The policy document has been successfully added.

  2. If you have more policy documents to add, repeat from step 4 until all documents have been added.

  3. Either continue working in the Governance Intranet,

  4. Or log out, see: Logging out.