How to use the Policy Template

The policy template helps insure a transparent process whereby written policies are drafted in a consistent manner, shared publicly in a central location, and easily revised and shared. It is available at http://libstaff.library.nd.edu/forms/policy_template.dot

Guidelines for using the policy template:

1. All new library policies and procedures affecting multiple departments are to be formatted according to the team charge template.
2. All updated policies affecting multiple departments should also be formatted according to the policy template. All are welcome to voluntarily convert any existing policies and procedures to the policy template, if desired.
3. Once a policy or procedure is written using the template and has received approval, email a copy to Elaine Savely (savely.1@nd.edu) so that it can be mounted in the “Policies and Procedures” section of UL@ND. Remember to alert/remind folks about the policies’ existence and location.
4. Have a policy that’s not quite ready for prime time that you’d like input on? Drafts may also be submitted to Elaine; these will be posted in the “Draft Policy” section of the “Policies and Procedures” page of UL@ND. Again, don’t forget to alert folks about the draft policies’ existence and location.

Having trouble opening and using the template? Some tips:

1. If desired, print out these instructions before beginning.
2. The CWG policy template is available at http://libstaff.library.nd.edu/forms/policy_template.dot
3. If using Netscape, right click on the link, and choose "Save Link Target As."
4. If using IE, right click on the link, and choose "Save Target As."
5. If using Firefox, right click on the link, and choose "Save Link As."
6. In the "Save As" dialog box, click the black down arrow to the right of the "Save in" box.
7. Select "Desktop"
8. In the "File name" box, replace the supplied filename with "mypolicy.doc" or other name, making sure the name ends in ".doc"
9. Click the Save button
10. To open the file in Word, double click on the icon of the file on your desktop
11. Create your draft policy by filling in the gray areas on the form.
12. To save your changes, click File -> Save

Tips on sending/receiving attachments:

1. If you want to send the draft policy as an attachment to an email to the group sponsoring the policy, and aren't sure how to send documents as email attachments, contact your DCC.
2. If you receive a copy of a draft policy as an attachment and want to edit it, after opening the attachment in Word, click File -> Save As and follow the instructions in steps 5-8.