The information below provides an overview of how to build a policy guide using the Policy Guide platform.
Once the Policy Guide functionality has been enabled for your organisation, your Super Administrator can set up policy guides by navigating to the Policy Guide module of VendorPanel.
If you already have at least one workflow set up and active, there will be a link to workflows in the rubrik icon in the top left corner of your VendorPanel account.
Alternatively, you can log in using the following link: https://guide.vendorpanel.com.au/
(Note: Use your VendorPanel login credentials to log in to Policy Guide).
The following instructions detail steps on how to start a new Policy Guide workflow:
- Click on the Create Workflow button.
- You will then be directed to the workflow editor where you can build out your Policy Guide.
- From here it is a process of dragging in nodes you would like to add to the canvas, editing the content of the node by double clicking on them, and then connecting nodes so you have a continuous flow. You can find information on the different types of nodes and flows here: Policy Guide Elements.
If you are looking to edit an existing workflow, click on the Actions button on the right-hand side of the workflow you would like to edit. Select Edit Workflow.
Publishing a workflow
Your enterprise must be enabled to publish policy guide workflows. If you do not see the relevant option, please reach out to your VendorPanel Administrator within your organisation or contact your CSM.
Administrators with access to the workflow editor will be able to publish workflows.
This is done by clicking on the multi-select arrow to the right of the Save button and selecting the Save and publish option.