How do I Share a Policy?

Issue/Objective

Share a policy

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the legacy PolicyStat interface. 

Additional Information:

Owners, Area Editors, Area Managers, or Site Administrators all have the ability to generate a Read-Only Policy Share Link to share a policy they own (or oversee). The Read-Only link provides access for guest users to view the policy content but does not grant Read-Only access to search the remainder of the PolicyStat site. If needed, Site Administrators can provide search access via a Guest Access link. For more on Guest Access links, see this article: How can I Share Policies or Attachments with Someone Without a Login?

Read-Only Share links can be deleted at any time. Multiple links can also be generated if needed for multiple sources.

Read-only links do not need to be generated for each new Active version of the policy. They will always route to the most current Active version.

Read-Only Share vs. Guest Access

A Guest Access Link and a Read-Only Share link both provide an end-user the ability to view the content of a policy. The primary difference is that a Guest Access link provides the user to be able to search for and view policies across PolicyStat.

With a Read-Only Share link, the end-user is limited to only the policy content. They do not have the ability to search for and explore any other policy's content elsewhere on the PolicyStat site.

1. Open the policy you wish to print
2. Click the Share button above the policy at the top right
   
3. Options for sharing will appear
   
   • Guest Access allows individuals to view the policy without logging in and allows access to all unrestricted policies on the site. Click Copy and paste the link to share. Users will also be able to view changes since the last version of the document.
   • Email PDF will email a direct link to a PDF of the policy. Click Send Email to select your email client and send the link to an individual. 
     • If you're sharing a Draft version, you'll need to save it, go to All Versions, click on the Draft, and then share. Otherwise, the link generated will be for the Active version.
   • RSS Feed will allow you to be notified of any changes made to the policy. Click Copy and paste the link into whatever service you use to manage your RSS Feed. Users will also be able to view changes since the last version of the document.
   • Read-Only will allow you to create and view existing Read-Only Share Links of the policy. To create a new Read-Only Share Link, click the Create Link button, type in a description, and click Add Share Link. The link only allows access to view this policy and does not allow access to other policies in the system. Click Copy to copy the link. You can assign multiple Read-Only Share links on a policy and delete them at any time.
4. Click the X in the top right corner of the pop-up to close and return to the policy.