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Policies & Procedures web parts settings for modern pages

The Policies I must read web part

The ‘Policies I must read’ web part lists the policies that are marked as mandatory to read for a specific user. From this web part, each user can see the policies that are mandatory to read for him or her.

A page that is mandatory to read for the user will be listed in the web part until the user has navigated to the page and clicked on the button ‘Mark the page as read’.

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To insert the web part on a modern page, perform the following steps:

1) With the page in edit mode, click the plus icon to see the list of web parts available.

2) Find the ‘Policies I Must Read’ web part either by navigation or by searching the list.

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Once placed on a page, you can configure the ‘Policies I Must Read’ web part by clicking the pencil icon to the left of the web part.

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In the settings panel to the right, you configure the web part settings.

The Policy Index web part

The ‘Policy Index’ web part helps users navigate to a handbook by listing all policies in one or more Wizdom Policies & Procedures site(s). The web part creates an index based on letters allowing users to either search for policy pages or to filter policies based on the initial letter of the policy page subject.

It’s possible to get a complete listing of all policy pages by selecting “All”. Special named policy pages, e.g. pages with numbers as initial letter, will show in the list when selecting “#”.

To insert the web part on a modern page, perform the following steps:

Add the Policy Index web part to a page by clicking ‘Edit’ in the top right corner, and then click ‘+’ where you want to add the Index. A list of web parts will show, locate Policy Index and click on it to insert it on the page.

Once added, you can configure the design and functionalities of the web part by clicking on the pencil icon to the left of the web part. A menu will appear on the right side of the page where you can adjust the design and properties of the Policy Index.

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In the settings panel to the right, you configure the web part settings.

Title let’s you change the heading from ‘Policy Index’ to whatever you wish.

Choose the heading design by selecting either None, Title, or Visual from the dropdown list below Chrometype.

Webpart class allows for one or more CSS classes (separated by space) that will be applied.

Additionally, you can select to show Webpart boarder, enable Webpart padding and customize the height.

Next, there are properties that can be modified as well.

Template lets you select a template for the web part. There is currently one default template for this web part.

 Enable Search and a search bar will appear on the Index so the user can search for a specific document.

In Web for Search you point to the Policies & Procedures site or sites you would like the web part to display mandatory policies from. This is done by entering the URL of the site where the Policies & Procedures site or sites, you want the web part to display policies from, are located.

  • If you like the web part to display mandatory policies from several specific Policies & Procedures sites, these sites have to be located under the same parent site. You will then enter the first part of the URL that these sites share. E.g. if you want the web part to display pages from two Policies & Procedures sites that are both subsites to a site called ‘Country Office London’, the URL you enter to make the web part display these two sites will be https://your-intranet-url/sites/country-office-london/. The web part will then display policies from all Policies & Procedures sites that are subsites to the Country Office London site.
  • If you want the web part to only display mandatory policies from one Policies & Procedures site, you enter the absolute URL of the particular site: https://intranet-url/sites/handbook-site-url.
  • If the field is left empty, the web part will display mandatory policies from all Policies & Procedures sites in the whole Wizdom application.

Result source is where from where the index data is retrieved. If the bar is left empty, the web part will use a default result source. However, if you want to narrow the results you can retrieve the source ID by navigating to Site Settings à Search Result Sources and chose a site collection. The source ID will be displayed in the URL bar. Simply copy it and paste it into the Result source tab.

The Letters field is where you specify which letters you would like the web part to display. E.g. if you have unique characters in your language’s alphabet, you can add these letters to the web part.

In Default View, you define the standard sorting of the listed policies.

NOTE: As the web part relies on SharePoint search it can take time before the web part displays newly created policies as they need to be crawled by SharePoint first. Read more here