How do I create a new file?

Log in to admin.policypassport.com

1. Click "Admin"

2. Click "Files"

3. Click "+  Create New File"

4. Click "Give this file a name..."

5. Provide a name for the file

6. Click "Next"

7. Click "File Upload"

• There are multiple content types that you can choose from including:
  • File upload (i.e. a Document)
  • Video 
  • Text 
  • Link (ideal for directing to a public URL) 

8. Navigate to "Choose a file"

9. Wait for the file to upload

10. Click "Next"

11. Click "File Version" and provide a version number for the file

12. Click "Category" and assign a category to the file

13. Optionally, click "Days to complete" and specify the number of days needed to complete the file.

14. Click "Next"

15. Optionally, click "Display note" to provide any additional information about the file

16. Optionally, click "Reminder Date" and choose a date

17. Click "Next"

18. Optionally, click "yes" to create a test

19. Specify the number of questions you would like to ask

20. Click "Next"

21. Fill in your question

22. Fill in your answer options

23. Click "+  Add another answer option"

24. Provide an additional answer option

25. Click "Correct?" next to the correct answer option

26. Optionally, fill in any feedback you want displayed after the user answered the question

27. Click "Create question"

28. Review your question

29. Click "Next  →"

30. Optionally, enable users to provide feedback on the file

31. Optionally, include an acknowledgment upon completion

32. Click "Next"

33. Click "Manage groups"

34. Choose which group(s) to assign the file to.

35. Click "Update"

36. Click "Publish now"