Admins | Policy platform | CompliSpace
CompliSpace

Admins | Policy platform | CompliSpace

Aimed at administrators, this curriculum contains all courses you need to set up the Policy platform as a single source of truth, with a suite of policies and procedures mapped to your regulatory obligations and contextualised to the unique circumstances of your organisation.

Curriculum content

  • In this course, you will be introduced to the basic navigation features you need to effectively use the Policy platform as a user. ​ 10 - 15 mins ​ Learning objectives: ü Identify core platform features ü Navigate policy content ü Export policy content to PDF Open your Policy platform in a separate tab, so you can try things for yourself as you work through the course!
    • Lesson Navigating the platform in Client User view

  • In this course, you will be introduced to the basic navigation features you need to effectively manage the Policy platform as an administrator. ​ 10 - 15 mins ​ Learning objectives: ü Customise the Home page  ü Manage page visibility settings ü Export policy modules to PDF ü Use the public link functionality Open your Policy platform in a separate tab, so you can try things for yourself as you work through the course!
  • In this course, you will be shown how to contextualise your policy content in the Policy platform. ​ 15 - 20 mins ​ Learning objectives: ü Locate contextualisation guides ü Explain and complete variables ü Explain and complete  context keys ü Find and review  Ideagen-provided templates Open your Policy platform in a separate tab, so you can try things for yourself as you work through the course!
  • In this course, you will learn to manage updates to policy content provided by Ideagen in the Policy platform. ​ 10 - 15 mins ​ Learning objectives: ü Identify Ideagen update notifications ü Review and publish updates ü Manage and track updates Open your Policy platform in a separate tab, so you can try things for yourself as you work through the course!
  • In this course, you will be taken through the process of creating, editing, and publishing User Generated Content (UGC) in the Policy platform. ​ 10 - 15 mins ​ Learning objectives: ü Use the 'Create' functionality ü Create, edit, and publish modules ü Create, edit, and publish pages Open your Policy platform in a separate tab, so you can try things for yourself as you work through the course!