The Policy Layout Configuration is comprised of four separate tabs, and addresses how to configure policy layout and appearance across all policies. These settings should be configured as part of your implementation by your Implementation Consultant, but they can be adjusted as needed by a Site Administrator.

Scroll to review each, or click the links below to jump to each section. 

==================================================

Header Logo

  1. The title of the current header (1) is displayed (if applicable). 
  2. Remove the image by clicking the Clear checkbox (2) and save the changes.
  3. To replace the header logo with a different file, click the Choose File button (3). 
  4. By default, the Header Background Color (4) uses a HTML hex code and is set to white (#FFFFFF). This color can be changed if desired. A list of other common HTML hex codes can be found on resources such as this one

The header logo is the image that appears within the header of each policy document's header.

headerSample_area.png

==================================================

Header Fields - Dates

  1. Origination date label: This is the term used by your facility to define when a policy document was first made active and available to users. 
  2. Display origination date: If this box is checked, the origination date will display in the header area.
  3. Last approved label: This is the term used by your facility to define the last date a policy document completed the review cycle. 
  4. Display last approved date: If this box is checked, the latest date the policy completed the approval process will display in the header area.
  5. Last revised label: This is the term used by your facility to define the last date a policy document was modified, either within the content or properties. 
  6. Display last revised date: If this box is checked, the latest date the policy document was either reviewed or revised will display in the header area.
  7. Display all revision dates in footer: If checked, this box will display the latest revision dates in the footer of the policy document, as well as the header.
  8. Next review label: This is the term used by your facility to define the next date on which the current review period for a policy document will end.
  9. Display next revised date: If checked, this box will display the next review date in the header area.
  10. Date format: Use the drop-down list to select the format with which dates should appear. 

 

==================================================

 

Header Fields - Properties

headerproperties_area.png

  1. Author label: This is the term used by your facility to address the user ultimately responsible for authoring the policy document and/or starting the review process.

  2. Plural author label: This is the term used by your facility to address the user ultimately responsible for authoring the policy document and/or starting the review process.

  3. Display author?: If this box is checked, the author's name will display in the header area.

  4. Show Area: If this box is checked, the Area will display in the header area. For more on Areas, see this article.

  5. Display references: If this box is checked, any references associated with the policy document will display in the header area. For more on references, see this article.

  6. References label: This is the term used by your facility to address the user ultimately responsible

  7. Show step description name in approval list? If this box is checked, a box to provide a step description will appear as part of an Approval Workflow. 

  8. Allow owners to retire policies? If this box is checked, owners have the ability to retire a policy document when it is no longer required. 

 

==================================================

 

Policy Styles

The following styles establish styles and formatting preferences for all policies. This does require knowledge of basic HTML and CSS, so adjustment sparingly and only if needed. 

  

==================================================

 

Site Banner

  1. The title of the current site banner is displayed (if applicable). 
  2. Remove the image by clicking the Clear checkbox and save the changes.
  3. To replace the header logo with a different file, click the Choose File button. 
  4. The current image is displayed (if applicable). 

The site banner is the image that appears at the top left of any PolicyStat page.

sitebannerSample_area.png

==================================================

This article applies to the following user roles:

siteAdmin.png

Have more questions? Submit a request

Comments