HOW TO LINK OR UPLOAD POLICIES

Transcription

1 HOW TO LINK OR UPLOAD POLICIES

2 Instructions Computer What you will need Legal Framework Authoring Account School Board Policies Linking locate policies on-line through your LEA web site Uploading electronic copy of policies saved in PDF format. 2

3 Open your Legal Framework Authoring Account Start at 3

4 Click on the Legal Framework IDEA 2004 icon. 4

5 Click on the Administrator link to log in to your LF Authoring Account. 5

6 Enter your appropriate and password information then click Login. 6

7 Check to make sure you are working under the correct district number and Agency Type then click Continue. 7

8 The system automatically opens in the Manage Policies & Procedures tab Click on the binoculars icon to select a framework and begin linking/uploading policies. 8

9 The policy references listed will be based on the Agency Type you selected. 9

10 The policy references listed will be based on the Agency Type you selected. 10

11 February 2012 TASB updated their website with new URLs for every policy. ALL policy reference/links that were created in the Legal Framework system prior to the 2012 training MUST be deleted. The old policy references/links must be deleted before the new policy links can be created. 11

12 Notice some policy references [in the green box] have a parenthetical (LEGAL) or (LOCAL) after the title. Any policy with a parenthetical is an old policy and must be deleted. 12

13 The system has now updated to the new policy titles and all of the parenthetical references are gone. You are now ready to start the process of linking to the policies new URLs. 13

14 LINKING 14

15 To link a policy, click Add Policy Procedure Reference. 15

16 Note the name of the policy, then minimize this screen and return to the desktop. 16

17 In order to continue, you need to locate TASB POLICY ON-LINE for your district. 17

18 From your desktop, open a web browser. 18

19 From any webpage, type in your district s website address (URL) or search for the website. 19

20 Each school district s website is different. Navigate through your district s website to locate a link to the Board Policies. 20

21 Click on the link to the School Board Policies. 21

22 Enter the title of the policy to be linked and click Go. 22

23 Highlight and copy the URL of the specific policy code page. 23

24 Re-open the Add Policy page by clicking on it in the window tabs at the top of the screen or the task bar at the bottom of the screen. 24

25 Paste the URL into the linking box then click Submit. 25

26 The system should now indicate this policy is Completed. 26

27 Move down to the next policy listed and repeat the process. 27

28 UPLOADING 28

29 All UPLOADED policies must be in PDF file format. 29

30 To upload a policy click Add Policy Procedure Reference. 30

31 Click Choose File to locate the policy. 31

32 Use the pop-up window to navigate through the computer to locate the specific policy. 32

33 Click on the specific policy to select it. Click Open to load it. 33

34 Verify that the correct policy is now loaded then click Submit. 34

35 The system should now indicate this policy is Completed. 35

36 Enter Reason Not Submitted 36

37 Click on Enter Reason Not Submitted. 37

38 In the box provided, type the reason for not submitting this policy then click Save. 38

39 The system should now indicate this policy is Not Submitted. 39

40 After all policies for this framework are Completed or a reason for Not Submitted has been entered, click on Back to Frameworks. 40

41 Select the next framework to continue, repeat the linking/uploading process. 41

42 CHECKING YOUR WORK For both linked and uploaded policies 42

43 Click on Framework Display Portlet to check your work. 43

44 Enter your County-District Number and click Continue. 44

45 Choose the first Framework you wish to check then click the title as a link to open it. 45

46 The policy title is a link to open and view that policy. Click on each policy to verify that is opens correctly. 46

47 Make sure that the correct policy opens in a new window/tab and is viewable. 47

48 Once you have checked each linked/uploaded policy and have verified that each one will open and view from the public Display Portlet, then you have completed the process. 48

49 Let s go live now and work through the process. 49