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This guide will walk you through the process of adding and revising a Policy or Regulation that will be placed inside of a Book such as Administrative Regulations and Board Policies.

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Adding a New Policy or Regulation

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Filling out the Create OPS - Policy or Regulation Form

  • Please note that all Numbers and Titles are required.

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  • If you need to add more than one Sub-regulation, click on Add Sub-regulation on the bottom on the form and another set of the Sub-regulation fields will appear.

  • You can perform this action as many times as you’d like:

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Placing and Saving the New Policy or Regulation

The following fields should be in the right sidebar of the form:

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  • Enter a relevant message in Revision log message, for example: “New administrative regulation” or “Initial migration from the old site”.

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  • In the Book Outline section click on the Book

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  • dropdown field and select Administrative Regulations.

  • Parent item will automatically set itself to Administrative Regulations which will place your new policy or regulation at the top level of the book.

  • If that is not where you want your regulation placed, simply click on the Parent item dropdown field and select any of the published pages in the book

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The default for all content on District is to be Saved as unpublished.

However, as a Content Manager you are permitted to check the Publishing status box at the bottom of the form so that your new Policy or Regulationwill be automatically published when you save the form.

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Click on Save at the bottom of the form.

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Revising a Policy or Regulation

  • Navigate to the Content Overview Page.

  • Click on the Content type dropdown box and select OPS - Policy or Regulation.

  • Type the name of the Policy or Regulationyou are looking for in the Title textbox and click Filter.

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Editing the Policy or Regulation

  • Click on the edit button for the Policy or Regulation that you wish to update.

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  • Make any necessary revisions to the content.

  • Please note that all Numbers and Titles are required.

Saving the Revised Policy or Regulation

  • On the right sidebar you should see the following fields:

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  • Adjust Book Outline as needed.

  • Enter a relevant message in Revision log message (e.g. “Updates to section 1.5.2” or “Spelling
    correction”)

  • Make sure to leave Create new revision checked.

  • Adjust Publishing status as needed.

  • Click on Save at the bottom of the form

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