1.1 Create a Policy: Editor Overview

Editor Overview

The PolicyStat Editor is split between two to three tabs depending on your site settings. Stand-alone sites will feature the two main tabs while sites that belong to systems and are part of an Applicability group with have a third tab added.

Policy Content Tab

Opening a draft or creating a new policy will default to the Content tab. A policy's title is defined and the body of the policy is created here using the Editor Toolbar.

The Toolbar features many buttons and functions you may already be familiar with - many of which will be covered in this Training Path. For a full breakdown of the Toolbar options with examples, see this article.

A policy's history, attached files, comment section, and Table of Contents can also be found on this tab.

Table of Contents

Along the left-hand side of any Content tab is the Table of Contents. This is automatically populated by any heading or sub-heading formatting in your policy and will link directly to that section in the Active version. 

Additionally, the Attachments section will also be linked and a number will displayed next to the entry on the Table of Contents of indicate the amount, if any, of files attached to the document.

Policy Properties Tab

The Properties tab is used to define important information about the policy such as the Area, assigned Approval Workflow, and Review Period. In the next section, we'll explore assigning properties as well as some of the advanced options on this tab.

Policy Applicability

System sites with multiple interconnected PolicyStat sites will most likely also contain multiple Applicability groups. If your site is part of one or more of these groups, this tab will allow you to select the Applicability group to which this policy will apply.

Additional Information

• The Editor Toolbar
• What is the Table of Contents?

Now that you understand the parts of the Editor, we'll look at assigning properties to the policy.