How to LINK Policies

1. How to LINK Policies

2. What you will need • Instructions • Computer • Legal Framework - SCHOOL ADMINISTRATOR account • Status Report for Policies – see the Resource Library/Training Material/How Tofolder for PowerPoint titled • 8. Generate REPORT & add NOTE • School Board Policies - Locate policies on-line through your LEA web site

3. Open your Legal Framework SCHOOL ADMINISTRATOR account

4. Click the Administrator link to log in to your account.

5. Enter your appropriate email and password information then click Login.

6. Check to make sure you are working under the correct District Number and Agency Type, then click Continue.

7. If you have not already done so, take the time now to generate a Status Report for Policies for your LEA(s). This report is crucial to guiding you through the process of linking policies. For instructions see the PowerPoint in the Resource Library/Training Material/HOW TO folder titled 8. Generate REPORT & add NOTE.

8. Your LEA’s Status Report will list the frameworks and the exact policies that need to be linked. Print this report and use it as a “check list” to complete this task. Example

9. If policies were previously linked through the TASB Online Policy page, those policy links are still valid and up-to-date. TASB updates the policies’ content within the same URL so no link change/update is necessary. When linking policies, the system will automatically prepopulate (or apply) the policy to all other applicable frameworks. Therefore, you only need to link a policy one time. As you work your way down the list you will notice that the policy will reflect Completed in other applicable frameworks. Use the Status Report for Policies as a guide.

10. Click on the Policies & Procedures tab.

11. Working from the Status Report, find the first framework listed and click on the binocular icon to begin linking policies.

12. Example: DISRICTS Notice that some policies may indicate that they have already been Completed.

13. Focus on the policies that still need to be linked (check the Status Report), click on Add Policy.

14. Open a new tab here. Ignore this section. Note the name of the policy (it is also listed on the Status Report), then open a new tab.

15. In order to continue, you need to locate the TASB POLICY ON LINE webpage for your district.

16. From a new tab, navigate to your district’s website.

17. Each district’s website is different. Navigate through your district’s website to locate a link to the LEA’s Board Policies.

18. Example Click on the link to the School Board Policies.

19. Your district’s name should appear here. You will need to locate this TASB Policy On Line page for your district in order to continue.

20. Enter the title of the policy (check the Status Report) in the Go to Policy Code box and click Go.

21. Highlight and copy the URL of the specific policy code page.

22. Re-open the Add Policy page by clicking on that tab.

23. Ignore this section. Paste the URL into the link box.

24. Check to make sure the policy name and policy link match then click Submit.

25. The system should now indicate this policy is Completed.

26. If, for any reason, a district does not subscribe to a policy listed they must Enter Reason Not Submitted.

27. Click on Enter Reason Not Submitted.

28. In the box provided, type the reason for not submitting this policy then click Save.

29. The system should now indicate this policy is Not Submitted.

30. Repeat steps in slides 21-26 until all policies for this framework are Completed.

31. After all policies for this framework are Completed, or a reason for Not Submitted has been entered, click on Back to Frameworks.

32. Select the next framework to continue (check the Status Report) and repeat the linking process. You will again be toggling between two tabs.

33. Once you have worked your way through the entire Status Report for Policies and linked policies for each framework listed, it’s time to check your work.

34. Click on Framework Display Portal to check your work.

35. Enter your county-district number and click Continue.

36. Use the Status Report to guide you through the frameworks to check each policy.

37. Click on each policy listed on the Status Report to verify that it opens correctly.

38. Make sure that the correct policy opens and is viewable.

39. Once you have checked each policy listed on the District Status Report for Policies and have verified that each one will open and view from the Display Portal, then you have completed the process.