The Policies & Procedures area is a collection of documents that outline the protocols used within your organization. It is a useful place for staff members to find and reference your policies and procedures.
To get started, click the building icon with your organization’s name in the top-right corner of the screen to open the Team slide-out menu, then choose Our Policies & Procedures.
This opens the Policies & Procedures screen, where you will find all of your organization’s saved policies and procedures. To create a new one, click the Add A New Policy button. This opens the Policies & Procedures Workspace on the Policy & Procedure Details tab.
On the Policy/Procedure Details screen you will enter the basic information about your policy. Let’s look at each item:
Record Level Permissions – Use the two switches here to control who can access this record. Set As View Only lets others view the record but not edit it. Lock This Record prevents users from viewing or editing it unless they are a master admin or have been given access on the Record Permissions tab. Permissions also follow the department or precinct you assign below: users who are restricted to certain departments or precincts will only see records in the areas you have granted them.
Category – Select a category from the drop-down list. If the category you need is not listed, you can add it using the add option on the control. This is a required field.
Policy/Procedure Title – Enter a title for the policy. This is a required field.
Description – Enter an optional short description of the policy.
Chapter, Division, and Department – If the policy applies to a specific chapter, division, or department, select it from the matching drop-down list. Leave these set to the default if the policy applies to your whole organization.
District and Precinct – For political organizations only, you can also tie the policy to a specific district and precinct. Choose the district first, then the precinct.
When you are ready to save, click Save All Changes & Continue to save and stay on the record, or Save All Changes & Exit if you are finished. Cancel & Exit leaves the workspace without saving.
Along the side of the workspace you will find additional tabs for this policy: Policy & Procedure Details, Policy & Procedure (Text), Policy & Procedure (File(s)), Policy Notes, View Log, and Record Permissions. Let’s look at the main ones:
Policy & Procedure (Text)
This tab lets you write the policy directly in Argenta. Type your content into the Policy/Procedure Content editor, which includes most of the formatting tools you would expect, along with the ability to add links, images, and attachments. Use Save & Continue or Save & Exit when you are done.
Policy & Procedure (File(s))
If your policy already exists as a file, you can attach it here. Drag and drop your file(s) onto the upload area, or click the area to browse your computer. Once your files are selected, click Save The Selected File(s) to upload them. Saved files appear in the list, where you can click a file name to open it or use the delete icon to remove it.
Record Permissions
A locked record can be viewed or edited only by master admins and the users listed on this tab. It has two areas, View Only Access and Locked Record Access. To give a user access in either area, start typing their name in the Add User box, choose them from the list, then click Add. Users under View Only Access can still edit the record when it is set to view only, and users under Locked Record Access can still open it when it is locked.
You can also keep internal notes on the policy using the Policy Notes tab, and review who has opened the record on the View Log tab.