Policies & Procedures

Policy books in HelpOne are living documents. Chapters stay together, and you can export a current PDF when you need a snapshot. Steps Go to Policies & Procedures. Click New Policy Book (or New Policy). Add a title, who it applies to, and the f...

Steps Open the policy or chapter. Choose Submit for Approval (or the equivalent workflow action). Select the reviewer if prompted. Save. Once approved, the current version is what staff and volunteers see. Older versions remain in history. ...

Steps Open the policy book. Choose Export or Download PDF. Save the file. Use the PDF when you need a dated copy for a board packet, auditor, or new-hire packet. The live book in HelpOne remains the source of truth. ...