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HOW TO LINK OR UPLOAD POLICIES

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Page 1: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

HOW TO

LINK OR UPLOAD

POLICIES

Page 2: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate 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.

Page 3: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

3

Open your

Legal Framework

Authoring Account

Start at

www.esc18.net

Page 4: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on

the Legal

Framework

IDEA 2004

icon.

Page 5: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

Click on the

Administrator

link to log in to

your LF

Authoring

Account.

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Page 6: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Enter your

appropriate

email and

password

information

then click

Login.

Page 7: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Check to make

sure you are

working under

the correct

district number

and Agency

Type then click

Continue.

Page 8: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on the binoculars icon to select a

framework and begin

linking/uploading policies.

The system automatically

opens in the

Manage Policies & Procedures

tab

Page 9: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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The policy references listed will be based

on the Agency Type you selected.

Page 10: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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The policy references listed will be

based on the Agency Type you selected.

Page 11: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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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.

Page 12: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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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.

Page 13: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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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.

Page 14: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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LINKING

Page 15: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

To link a policy, click

Add Policy Procedure Reference. 15

Page 16: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Note the name of the policy, then minimize

this screen and return to the desktop.

Page 17: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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In order to continue,

you need to locate

TASB POLICY ON-LINE

for your district.

Page 18: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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From your desktop,

open a web browser.

Page 19: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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From any webpage, type in your

district’s website address (URL) or

search for the website.

Page 20: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Each school district’s website is

different. Navigate through your

district’s website to locate a link to

the Board Policies.

Page 21: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on the link to the

School Board Policies.

Page 22: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Enter the title of the policy to be linked

and click Go.

Page 23: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Highlight and copy the URL of the specific policy code

page.

Page 24: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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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.

Page 25: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Paste the URL into the linking box

then click Submit.

Page 26: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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The system should now indicate this

policy is Completed.

Page 27: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Move down to the next policy listed

and repeat the process.

Page 28: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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UPLOADING

Page 29: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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All

UPLOADED

policies must be in

PDF

file format.

Page 30: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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To upload a policy click

Add Policy Procedure Reference.

Page 31: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click Choose File to locate the policy.

Page 32: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Use the pop-up window to navigate

through the computer to locate the

specific policy.

Page 33: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on the specific policy to select it.

Click Open to load it.

Page 34: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Verify that the correct policy is now

loaded then click Submit.

Page 35: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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The system should now indicate

this policy is Completed.

Page 36: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Enter Reason

Not Submitted

Page 37: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on Enter Reason Not Submitted.

Page 38: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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In the box provided, type the reason for not

submitting this policy then click Save.

Page 39: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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The system should now indicate this

policy is Not Submitted.

Page 40: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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After all policies for this framework are Completed

or a reason for Not Submitted has been entered,

click on Back to Frameworks.

Page 41: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Select the next framework to continue,

repeat the linking/uploading process.

Page 42: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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CHECKING YOUR WORK

For both linked and uploaded

policies

Page 43: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Click on Framework Display Portlet

to check your work.

Page 44: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

Enter your

County-District

Number

and click

Continue.

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Page 45: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

Choose the

first

Framework

you wish to

check then

click the title

as a link to

open it.

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Page 46: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

The policy title

is a link to

open and view

that policy.

Click on each

policy to verify

that is opens

correctly.

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Page 47: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

Make sure

that the

correct

policy opens

in a new

window/tab

and is

viewable.

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Page 48: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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.

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Page 49: HOW TO LINK OR UPLOAD POLICIES LF Up… · 2 What you will need • Instructions • Computer • Legal Framework Authoring Account • School Board Policies Linking – locate policies

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Let’s go live now and work through

the process.

www.esc18.net