How do I create a library ?

Modified on Wed, 11 Sep, 2024 at 4:29 PM

Libraries don’t affect how Policy Passport works. They don’t change who can see which files. The basic rule is still the same: files are part of a group, and users in that group can view the files.

Libraries are a way to group important files. They appear at the top of a user's task list so new employees see these key files first. Users will only see the files assigned to their own group(s) in their library.

Video:

Steps:

1. Log in to your Policy Passport profile

2. Click "Admin"

3. Click "Libraries"

4. Click "Quick Actions"

5. Click "Add library"

6. Provide a name for the library

7. Provide an optional description of your library

8. Click "Create Library"

9. Click "+ Add file"

10. Click the '+' icon next to each file you'd like to add to the library

11. Click "+"

12. Click "← Finish/Back"

13. Click and drag the handle to reorder the files should you wish for certain items to appear at the top of the list. Should you wish to remove a file from a Library, click on the delete icon.

How are libraries displayed to end users?

1. Click "View your tasks"

Libraries will appear on top of the user's tasks.

Once a user has clicked on the name of the Library the files will be displayed in the sequence in which the administrator added them to the Library.