Policy/Bulletin Management

Within the Phishing Tackle platform, you can manage and distribute organisational policies from the Policy Management module. 

Below is everything you need to know regarding the Policy Management module.

Skip to:

• The Policies Page - Overview
• Creating a New Policy
• Distributing Policies

The Policies Page - Overview

The Policies Page gives you a top-level view of all your organisational policies, or indeed anything else you choose to distribute using the module. 

From here you can:

• Create a new policy
• Edit/delete existing policies, using the drop-down menu to the left of each title
• View:
  • Version number
  • Last updated Date/Time
  • Review Date
  • Owner
  • Status, which can be:
    • Draft
    • Published
    • Archived

To create a new policy, follow the guide below.

Creating a New Policy

1. From the Policies Page (above) click "CREATE NEW POLICY"
   
2. From the Policy Settings page, enter the required information. (Example below)
   
   • Title & Description
     • Free-type fields, visible to admin and end-users
   • Document Owner
     • Free-type field, visible only to admins
   • Document Version
     • Alphanumeric field (no special characters)
     • Visible to admin and end-users
   • Review Date
     • Date field (Date format in Organisation Settings)
     • Indicates when a policy requires review, Visible only to admins
   • Status
     • Select from:
       • Draft
       • Published
       • Archived
     • NOTE: Policies must be set to "Published" to be available in new training courses.
   • Upload Policy Document
     
     • Only .PDF or open source equivalent files can be uploaded (Max: 10MB)
     • Click to browse for file or drag and drop to upload
   • Allow downloading of Policy
     
     • Checkbox
     • Checking this enables users to download the policy from the preview window
       • NOTE: Downloading a policy does not count as being completed, the user must acknowledge the policy through the platform to mark as complete.
   • Review Time in minutes
     • Number-only field
     • Set the amount of time a user has to acknowledge the policy
   • Document Acceptance Requirements
     • Select from:
       • Accept each page
         • User is required to acknowledge each individual page and cannot skip pages without acknowledging them
       • Accept on final page only
         • User is only required to acknowledge the final page 
   • Checkbox Text & Per Page Acceptance Text
     • Free-type field
     • NOTE: Only visible when "Document Acceptance Requirements" is set to "Accept each page"
   • Final Page Acceptance Text
     • Free-type field

Distributing Policies

Once a policy has been created, it can be distributed to end-users and admin users alike in the same fashion as one distributes a training course. Follow the guide below to distribute a new Policy.

1. After creating a policy (or if one already exists), click "Courses" under "TRAINING"
2. Click "CREATE NEW TRAINING COURSE"
   • 
3. Give the course a description:
   
4. Select who to distribute the policy to:
   
   
   • NOTE: In this example it is going to all recipients, but you can distribute it to any tagged recipients you choose
5. Assign a distribution schedule:
   
   • In this case, we have no need for an end date as we are automatically enrolling new users.
6. Assign/Remove any tags from users when they complete the policy:
   
7. Click the Policy/Policies in the "Available Content" column to move them to the "Selected Content" column.
   
8. Select any notifications you wish users to receive as part of the policy distribution:
   
   
   • In this case we don't require any notifications, but feel free to choose any that suit your situation
9. Hit "SAVE" to return to the "Courses" page
   
   • Here you will see your new policy!

To learn how end-users will see their policy content, check out this article: The (non admin) User Dashboard