Creating Policies

Company policies are an important to communicate your farm rules to the team. Bring your own or use our template library to create policies that can be assigned to the team or attached to inductions.

1. From the Left Menu navigate to Documents > Policies
2. To create a policy, choose:
   1. Select the Template Library tab to utilise one of the Safe Ag Systems Templates.
      1. Select the policy to read and review.
      2. Click Use Template to edit or publish
      3. Click Customise to edit (recommended) or Publish to use with no editing. 
         
   2. From the Published tab select Build New
      
3. Complete or edit the Title and add a Company Document ID (if relevant)
4. Click Next. A draft will be saved to the Draft tab.
   
   
5. For Build New (skip this step if using a template):
   1. Drag the Editor or PDF content element into the grey window
      
   2. For PDF select the file to upload. PDF files are not available offline.
   3. For Editor write your policy. These policies are available offline.
6. For Template users (skip this step if using Build New):
   1. select Edit Properties to open the policy in an editor window.
   2. Edit the policy to suit your business.
7. Formatting and content elements available in Policies are:
   • B - Bold text
   • i - italic text
   • U - underlined text
   • - text colour
   • - number or bullet points or indent
   • PPE - dropdown to add Personal Protective Equipment icons
   • - to insert Business Name. This will insert the Business Name saved under Business > Business Details > Primary Entity Name.
   • - insert an image (not available offline).
   • - insert a web link. 
8. Click Save.
9. Click Preview to see how your policy will appear for users. Use the phone, tablet or desktop icons  at the top of the preview screen to view.
10. Click Publish and complete fields. Set user access to the policy by selecting access levels under Who has general access to this document.
    
    
11. Click Publish.

What's Next?