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Policy

The Policy component is slightly different than a standard component added to a page by a CMS User. The Policy component is a tool to ensure all NYU official policies and guidelines are entered into the CMS in a similar location, consistently, and in a way that portions can be surfaced throughout the overall site.

When to use it?

The Policy Text component should be used to add official NYU policies.

Where to use it?

The Policy page may only be added under the University Policies & Guidelines page. The Policy Text component may only be used in the left-hand column of the Policy Template.

How to use it?

  1. From the Site Admin console's left-hand Navigation pane, navigate from the top of the NYU content tree by clicking on the plus signs next to the various pages until you find the Policies, Guidelines, and Compliance page.
  2. Expand the Policies, Guidelines, and Compliance section to see the University Policies and Guidelines page.
  3. In the right-hand Site Admin Details pane, click the New... menu (by selecting the arrow next to the word "New..."), and select New Page. The Create Page window will open.
  4. In the Title field, enter the appropriate title for the policy being added. Leave the Name field blank as the CMS will automatically create a URL name based on the page title.
  5. Select the Policy Template.
  6. Click the Create button. You will be returned to the author environment. The new Policy page will now be displayed in both the Navigation pane and listed in the Details pane.

 

Screenshots

One of the most important things about University policies is that they're all stored in the same place in the CMS.

Policy Tutorial: Adding a new Policy

Navigate through the directory of pages to the Policy section.

 

Policy Tutorial: Selecting the Policy Template

Select the Policy Template for creating a new Policy page.

 


Edit a Policy

  1. Double-click on the Policy page icon to open the page.
  2. The page is pre-populated with Rich Text components containing sample data from the official University Policy on Policies which may be used as a reference when creating your policy information.
  3. Double-click on the text component or right-click and select Edit to open the Rich Text editor.
  4. Edit the existing content, replacing it with your own. Make sure to edit ALL available content sections of the page:

    » Main information
    Add in the appropriate information for each section header. If you do not have content for a specific section, delete it.

    » About This Policy
    If your policy is an official University policy, you should have this information. If you are unsure about this information, contact the Office of Compliance.


    » Right-hand side expandables
    "Definitions" and "Related Policies" are available by default. Adding in the Policy Expandable component provides "Purpose of the Policy," "Who needs to know the policy," and "Policy definitions" expandables.

    Note: If you do not replace the existing content with your own or delete the existing content, your policy will contain references to the official University Policy on Policies.
  5. Click the OK button to finish.
  6. To add additional text, select the Rich Text component from the Sidekick and add it to the desired location on the page. Additional items may be documents or images related to the policy.

 

Screenshot

Policy Page to edit

An example of how to edit a Policy page template

 


Tag a Policy

When finished editing the page, you must make sure to tag your policy so it appears in the list of University policies.

  1. To tag a policy, you'll need to view the page Edit mode.
  2. In the first component on the policy page, you'll see, in red text: Category tags are required. Please add category tags to the page.
  3. Double-click the component or right-click and select Edit to open up the Tags/Keywords tab.
  4. Click the down arrow to open up the tags dialog window.
  5. Click on the NYU Policies tab.
  6. Choose the most appropriate subject description for your policy. You may click more than one if the policy falls into more than one category.
  7. Click the OK button to finish.

You may also tag your policy while in the Page Properties window.

  1. Select the Page tab of the Sidekick (the tab with the text icon).
  2. Click the Page Properties button.
  3. In the Tags/Keywords field, click the down arrow to open up the tags dialog window.
  4. Click on the NYU Policies tab.
  5. Choose the most appropriate subject description for your policy. You may click more than one if the policy falls into more than one category.
  6. Click the OK button to finish. 

 

Screenshots

Policy Tutorial: Adding required categories

Click the category tag link (it's in red) to add tags.

 

Policy Tutorial: Selecting appropriate policy tags

Use the Tags/Keywords tab and click on the NYU Policies tab to select tags.

Component Tutorials

Still need help?

To report an issue with using components, please contact the IT Service Desk:


Policy FAQ


Policy Page Known Bugs

No known bugs at this time.

Updated December 2015

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