Lesson 12: Creating Policies | Advanced

Lesson overview

Learn how to create and manage university policy pages within the StFX.ca CMS. This module covers setting up structured policy metadata—including categories, responsible authorities, and review dates—formatting policy body copy, and linking related policies together for seamless governance navigation.

Topics include:

  • Creating a new policy page via the admin menu
  • Organizing policies with policy type dropdowns and classifications
  • Assigning a responsible authority (e.g., director or department head)
  • Managing key governance dates: Approved, Reviewed, and Mandatory Review dates
  • Structuring policy text using the WYSIWYG editor
  • Connecting related policies for site visitors
     
Remote video URL
Step-by-step
  1. Create a New Policy

    1. From the admin bar, navigate to Add Content and select Policy.

    2. Enter the official policy Title.

  2. Fill in Policy Categories & Governance Details

    1. Select a Policy Type from the dropdown menu (e.g., Human Resources, Academic) to categorize the policy on the main listing page.

    2. Fill in structured fields including Classification and Responsible Authority (such as the director overseeing the policy).

  3. Set Policy Dates

    1. Populate the three required governance dates:

      1. Date First Approved

      2. Date Last Reviewed

      3. Mandatory Review Date

  4. Add Body Copy & Link Related Policies

    1. Paste and format the policy text in the Body field using the WYSIWYG editor, following StFX policy formatting guidelines.

    2. If applicable, use the Related Policies dropdown field to select and link connected policies.

    3. Save the page or submit it for review.


Test your knowledge

Test your understanding of the material covered in this lesson with the quick quiz below. Completing this knowledge check is entirely optional, but it's a great way to reinforce what you've learned before moving on to the next topic. Simply select your answers for each question and submit the form when you're done.

 

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