Policies are a great way of sharing and aligning preferred team behaviour.

A policy consists of

• Summary: A shortened version of the intention of the expected behaviour
• Purpose: Why the policy needs to exist
• Why: The advantages of doing things this way, or which problems we avoid.
• How: A detailed description of how to think and behave in order to comply with the policy

Add a new policy

In order to add a new policy, use the quick create functionality or navigate to the relevant team, select Policies and click the green plus icon.

Categories

Policies can be categorized in order to group similar policies together. Policies are grouped by their categories when displayed in the context of the team.

Relevant for

Linking policies to roles help ensure that people remain familiar with relevant behavioural expectations as the organization grows and policies adapt.

Linking a policy to a role is what ensures that the policy appears in the training view for that role.

State of policy

A policy can have one of the the following states:

• Draft
• Pending review
• Active
• Retired

The current stat of the policy is displayed to the right of the policy title.