The Policies and Procedures module in Argenta helps you document, distribute, and track acknowledgment of organizational policies. Ensure staff and volunteers read and understand important guidelines.
What Policies and Procedures Offers
- Central repository for all organizational policies
- Version control and update tracking
- Acknowledgment tracking (who has read each policy)
- Automatic reminders for policy reviews
- Audit trail for compliance
Accessing Policies and Procedures
- Go to Operations
- Click on Policies and Procedures
- View all documented policies
Creating a Policy
- Navigate to Policies and Procedures
- Click Add New
- Enter the Policy Name
- Select a Category (HR, Safety, Operations, etc.)
- Write or paste the policy content
- Attach supporting documents if needed
- Set the effective date
- Save the policy
Requiring Acknowledgment
For policies that require staff/volunteer acknowledgment:
- Open the policy
- Enable the Require Acknowledgment setting
- Assign the policy to specific users or groups
- Set a deadline for acknowledgment
- Users will be prompted to read and acknowledge
Tracking Who Has Acknowledged
- Open the policy
- Go to the View Log or Acknowledgments section
- See who has read and acknowledged the policy
- Identify who still needs to acknowledge
Updating Policies
When policies change:
- Open the existing policy
- Edit the content
- Update the effective date
- Optionally require re-acknowledgment
- Previous versions are maintained for reference
Common Policy Categories
- Human Resources (code of conduct, harassment, attendance)
- Safety (emergency procedures, equipment use)
- Financial (expense reimbursement, purchasing)
- IT (acceptable use, data security, passwords)
- Operations (procedures, quality standards)
Benefits
- Centralized access to all policies
- Proof of policy acknowledgment for audits
- Easy updates and distribution
- Reduced risk from undocumented processes