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Overview
The Desktop Compliance Software is made up of different modules designed to assist you in meeting your obligations under the National Law and Regulations, National Quality Standards and best practices. Your Dashboard provides an overview of ...
How do I bring my policies into the software?
Create a Policy – 3 ways Create a new document from scratch Clone a policy from The Desktop Library Upload and existing document
Policy Statuses
Draft When creating a policy the policy will be in "Draft" Status by default. This will allow a user to work on the policy without it being visible to Parents/Families. Draft policies will be visible to anyone with Admin, Manager or Team Member role. ...
Linking a policy in your library to a policy in The Desktop library
All your policies for your service will sit within "My Library/Policies" The Desktop Policies can be found within "Desktop Library/Policies" Why link policy documents? When you link one of your policies with a policy from The Desktop Library, you ...
Working with another team member when drafting a new policy
Drafting a new policy or editing a policy is often done in collaboration with another Team Member. To share a policy with another Team Member, click on the Share/Internal button, when editing a policy Then you can click on the relevant Team Member's ...