Prerequisites
To upload a new policy into your account, please ensure the following:
- The Policies & Procedures feature is enabled on your account.
- If it is not enabled, your MedTrainer account manager can help!
- The document that you would like to upload is in PDF format.
- If the document will require a signature, please have the signature page already attached to the document.
- Your account has ADMIN-level privileges (Admin or Superadmin)
Instructions
Step 1: Document Center
From the sidebar, click on the Document Center menu and select Policies & Procedures from the list.
Step 2: Upload
Step 3: Policy Information
Fill out the policy information:
Title: Title of the policy
Internal ID: If applicable, your own name system can be used to assign IDs to policies. If nothing is entered, the policies will be assigned a number based on the last number entered.
Description: Policy description
Label: Select applicable labels for the document
Bundle: Which bundle should this document be included in? If nothing is selected, the document can still be assigned from the policy catalog
Require Acceptance: Generates certificate of acceptance when assigned
Require Signature: When selected, "Require Acceptance" is also checked. Populates digital signature on document. When policy information is saved, you will be taken to specify the signature location.
Restriction for Downloading or Printing: Sets the document as view-only from the Student Dashboard, preventing downloading and printing.
Expiration Date: Considered as the policy expiration or review date. Once this date passes, the document must be revised and uploaded.
Send notification when the document is soon to expire: Select if you would like to be notified when the document is nearing its expiration date.
Step 4: Signature Page
If Require Signature was selected, the system will require you to select the page where the signature line is located.
Step 5: Signature Location
After selecting the page, you will see the contents of the page. Click on the document to specify where the signature will be located, a blue line should appear at that location.
Near the bottom of the page you will also find a green Date button. Click on the button to select it and then click the location where the date should populate after signature.
If necessary, the Add New Signature button will allow you to add a second signature location on the document.
After all signature locations have been selected, click on the Finish button to save the document.
