How to Initially Upload a Policy to the WCU Policy Library SharePoint

(not to be used for policies already in the policy library)

WCU Policy Library SharePoint

  1. Click Upload → Files and select the WORD version of the policy you wish to upload (YOU MUST UPLOAD THE VERSION SAVED TO YOUR HARD DRIVE (“THIS PC”) – DO NOT UPLOAD FROM YOUR ONEDRIVE/TEAMS/OR OTHER DOCUMENT MANAGEMENT SYSTEM). Now the Policy will show in the Library.
    Click Upload → Files and select the WORD version of the policy you wish to upload
  2. Find the newly uploaded policy in the list. Hover over the 3 dots → Click “Add information now” to complete the missing information.
    Hover over the 3 dots → Click “Add information now” to complete the missing information.
  3. Fill in all required boxes with appropriate information as illustrated in the following images (see checklist below step 5):
    Fill in all required boxes with appropriate information as illustrated in the following images (see checklist below step 5)
    Insert all relevant dates into the fields
    **See next 2 images for details regarding “Label” and “Status” Label shall refer to the policy's appearance on the public facing website. Select Public for all Policies that are to be published on the WCU website.
    Change status from draft to published
    Policy Owner Email shall correspond to the individual within that role (may be individual or generic email). Additional Email's (up to 3) shall be managers and/or leadership within department/division Enterprise Keywords - enter keywords (separated by comma) for public site filtering capability
    Select appropriate Division from drop down menu
  4. Click Save
  5. Convert Document to PDF: The very first time this step is completed, you will need to connect to the Microsoft Flow. Once you have done that, you will not ever have to do it again and will complete all future conversions as follows: Locate the policy on the main list. Click the 3 dots to right of the document name → Mouse over to “Automate” → Click “Convert Document to PDF”
    Convert documents to PDF

*Checklist of Required Information to Complete in Step 3








All other boxes can be filled in to provide additional detail as user sees fit.