The Policies & Procedures tab displays a navigator to the left, and the content to the right side

On a mobile device, the main screen just shows the content and the navigator is collapsed to a link at the top of the content.

Above the navigator is a search box, which is the main place to search through the articles in that particular wiki. Below that is a Home link which will always take you back to the first article in the wiki.

Contents Navigation

The Contents side-bar will show a list of all the pages at the top level. As you click on an article, it will show the articles above it, immediately below it (indented), and then the articles below it. Wherever you are in the hierarchy of articles, it will always show you the parents of each of the levels up from the current article. To get to other pages, you sometimes have to click a parent level first, and then find the page you need. 


Note: You must go to the Configuration tab (as an administrator) and set Enable Ratings to Yes for this feature to be enabled.

To the top right of the content there are a series of stars which you can use to add your own opinion on the article in the form of a "star rating". If you have not yet rated an article then it will show light blue stars. Once you click on a star to provide your own rating, it will then show you the average of all users' ratings for that article. A manager can view individual ratings by using "Explore" and clicking the "Rating History" tab underneath the article.

Action Menu

Next to the article title, as can be seen above, will be a dropdown arrow icon. Clicking this shows a dropdown menu of actions that can be taken. We'll run through those in this section.


Use this action to insert a new page, which will always be done relative to an existing page. You'll also notice an action to insert by downloading a template from the cloud library. This lets you select a pre-written page from our library of policies, such as policies used in an Employment Manual.

Note: For either of these options, you will need to have the Wiki Manager role set on your user. Otherwise, an Approver must be set.


This dropdown menu action is how you move articles around in the table of contents. It allows you to specify where to move the article, as well as its relative position to another article. You can move it anywhere in the hierarchy of the wiki. If you want to make it a sub-page of another article, this may be done by selecting 'As Sub-Page' in the 'Move Where' dropdown menu of the Move action.


You can use this action to delete a page if your are a Wiki Manager or seek an approval for removal by an Approver.


Use this option to make a modification to a page, or to request a modification. Whether the change is applied or instead sent for approval will depend on the permissions, which will be discussed in the next section.


At the bottom of the Wiki page is a link called "Explore".

If you click this you will be taken to the data view of the page, where you can see additional information such as the page's change history, access history (ie. who has viewed the page and when), the full list of approvers (required to approve changes on that page of its sub-pages), and the list of users who have acknowledged and signed-off on that page.

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