how to link or upload policies lf up… · 2 what you will need • instructions • computer •...

HOW TO

LINK OR UPLOAD

POLICIES

2

What you will need

• Instructions

• Computer

• 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.

3

Open your

Legal Framework

Authoring Account

Start at

www.esc18.net

4

Click on

the Legal

Framework

IDEA 2004

icon.

Click on the

Administrator

link to log in to

your LF

Authoring

Account.

5

6

Enter your

appropriate

email and

password

information

then click

Login.

7

Check to make

sure you are

working under

the correct

district number

and Agency

Type then click

Continue.

8

Click on the binoculars icon to select a

framework and begin

linking/uploading policies.

The system automatically

opens in the

Manage Policies & Procedures

tab

9

The policy references listed will be based

on the Agency Type you selected.

10

The policy references listed will be

based on the Agency Type you selected.

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.

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.

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.

14

LINKING

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.

17

In order to continue,

you need to locate

TASB POLICY ON-LINE

for your district.

18

From your desktop,

open a web browser.

19

From any webpage, type in your

district’s website address (URL) or

search for the website.

20

Each school district’s website is

different. Navigate through your

district’s website to locate a link to

the Board Policies.

21

Click on the link to the

School Board Policies.

22

Enter the title of the policy to be linked

and click Go.

23

Highlight and copy the URL of the specific policy code

page.

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.

25

Paste the URL into the linking box

then click Submit.

26

The system should now indicate this

policy is Completed.

27

Move down to the next policy listed

and repeat the process.

28

UPLOADING

29

All

UPLOADED

policies must be in

PDF

file format.

30

To upload a policy click

Add Policy Procedure Reference.

31

Click Choose File to locate the policy.

32

Use the pop-up window to navigate

through the computer to locate the

specific policy.

33

Click on the specific policy to select it.

Click Open to load it.

34

Verify that the correct policy is now

loaded then click Submit.

35

The system should now indicate

this policy is Completed.

36

Enter Reason

Not Submitted

37

Click on Enter Reason Not Submitted.

38

In the box provided, type the reason for not

submitting this policy then click Save.

39

The system should now indicate this

policy is Not Submitted.

40

After all policies for this framework are Completed

or a reason for Not Submitted has been entered,

click on Back to Frameworks.

41

Select the next framework to continue,

repeat the linking/uploading process.

42

CHECKING YOUR WORK

For both linked and uploaded

policies

43

Click on Framework Display Portlet

to check your work.

Enter your

County-District

Number

and click

Continue.

44

Choose the

first

Framework

you wish to

check then

click the title

as a link to

open it.

45

The policy title

is a link to

open and view

that policy.

Click on each

policy to verify

that is opens

correctly.

46

Make sure

that the

correct

policy opens

in a new

window/tab

and is

viewable.

47

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.

www.esc18.net