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Editing a Policy's Metadata

What is metadata?

Metadata is the data describing the page (department, creation date, etc.), which are also known as the "properties" of the page.

Note on Policy Text property

When you get to the policy text portion, it may be easier to skip this box for now, and enter this in last when looking at the page directly.

See:  Editing a Policy's Text

Editing the Metadata

When looking at the page,  go to "Page" and then "Edit Properties":

      EditContent.PNG

At this point, the metadata page pops up, make the required changes and click "Save" (or just "check in" if finished editing completely).

Publish the page when ready for approval.

If you are just looking at the list of policies

If you are looking at the "Policy Pages" list on the left, you can get to the metadata directly by going to the drop down menu next to your policy, and selecting "Edit Properties":

Properties.PNG 

Policy Text

When you get to the policy text portion, it may be easier to skip this box for now, and enter this in last when looking at the page directly.

See:  Editing a Policy's Text

Missing Page menu (Ribbon)?

If you do not see the ribbon, go to the settings icon next to your name and click on Show Ribbon (which will show the edit menu):

                  ShowRibbon.PNG

 


Getting tot he policy properties from Status View

When on the Policy Page Status View:

  • Click on the "..." next to the name of your policy
  • Click on the "..." on the dialog box that pops up
  • Select "Edit Properties" from the menu