[{"data":1,"prerenderedAt":898},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding":3,"help-all-categories":199,"help-cat-articles:\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding":319,"help-related:\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding":320},{"id":4,"title":5,"audience":6,"body":7,"category":176,"description":177,"draft":178,"extension":179,"icon":180,"keywords":181,"meta":188,"navigation":189,"order":190,"path":191,"related":192,"seo":195,"stem":196,"updatedAt":197,"__hash__":198},"help\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding.md","Complete your onboarding","clinic",{"type":8,"value":9,"toc":156},"minimark",[10,19,24,75,79,91,95,98,102,105,124,128,132,138,142,149,153],[11,12,13,14,18],"p",{},"The first time you sign in, Owneli walks you through a short wizard before you land on ",[15,16,17],"strong",{},"Today",": your details, an emergency contact, and any workplace policies that need your signature. Personal details can be skipped; policy sign-offs can't.",[20,21,23],"h2",{"id":22},"what-does-the-onboarding-wizard-ask-for","What does the onboarding wizard ask for?",[25,26,27,32,39,43,46,50,53,57,64,68],"steps",{},[28,29,31],"h3",{"id":30},"welcome","Welcome",[11,33,34,35,38],{},"A short introduction naming the business you've joined. Click ",[15,36,37],{},"Get started",".",[28,40,42],{"id":41},"about-you","About you",[11,44,45],{},"Your full legal name (required), plus optional preferred name, phone, and date of birth.",[28,47,49],{"id":48},"contact-and-emergency-details","Contact and emergency details",[11,51,52],{},"Home address and an emergency contact — name, relationship, phone, email.",[28,54,56],{"id":55},"policies-only-if-any-are-waiting","Policies (only if any are waiting)",[11,58,59,60,63],{},"If the business has published policies you haven't signed, each one appears in turn. Read it, then sign — either type your name or draw a signature — and click ",[15,61,62],{},"I acknowledge",". This step only appears when something is actually waiting for you.",[28,65,67],{"id":66},"done","Done",[11,69,70,71,74],{},"Click ",[15,72,73],{},"Go to dashboard"," and you land on Today.",[20,76,78],{"id":77},"what-you-can-skip","What you can skip",[11,80,81,82,85,86,90],{},"The personal-detail steps are not blockers. ",[15,83,84],{},"Skip for now"," jumps you past them — you can fill in your address, date of birth, and emergency contact later from your profile. Skipping does ",[87,88,89],"em",{},"not"," skip policies: those are a legal sign-off and must be acknowledged before you finish.",[20,92,94],{"id":93},"it-remembers-where-you-were","It remembers where you were",[11,96,97],{},"Every step saves as you go. If you close the tab halfway through, reopening the wizard resumes at the step you left, not at step one.",[20,99,101],{"id":100},"why-did-onboarding-come-back","Why did onboarding come back?",[11,103,104],{},"If a new policy is published after you've finished onboarding, landing on the wizard again takes you straight to the outstanding policy — nothing else is re-asked. Sign it and you're back to work.",[106,107,108],"tip",{},[11,109,110,111,114,115,118,119,38],{},"You can also read and acknowledge policies without the wizard, from ",[15,112,113],{},"Operations → Policies",". Whatever is still waiting shows up in the ",[15,116,117],{},"Action required"," section on Today — see ",[120,121,123],"a",{"href":122},"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom","Your day in Owneli",[20,125,127],{"id":126},"common-questions","Common questions",[28,129,131],{"id":130},"do-i-have-to-fill-in-my-date-of-birth-and-address","Do I have to fill in my date of birth and address?",[11,133,134,135,137],{},"No. ",[15,136,84],{}," moves past the personal-detail steps; you can add them later from your profile. Only policy acknowledgements are mandatory.",[28,139,141],{"id":140},"can-i-sign-a-policy-with-my-mouse-or-finger","Can I sign a policy with my mouse or finger?",[11,143,144,145,148],{},"Yes — choose ",[15,146,147],{},"Draw signature"," instead of typing your name. Either counts as a legal acknowledgement, recorded with a timestamp.",[28,150,152],{"id":151},"i-closed-the-browser-mid-onboarding-did-i-lose-my-progress","I closed the browser mid-onboarding. Did I lose my progress?",[11,154,155],{},"No. Each step saves as you complete it, and the wizard reopens at the step you left.",{"title":157,"searchDepth":158,"depth":158,"links":159},"",2,[160,168,169,170,171],{"id":22,"depth":158,"text":23,"children":161},[162,164,165,166,167],{"id":30,"depth":163,"text":31},3,{"id":41,"depth":163,"text":42},{"id":48,"depth":163,"text":49},{"id":55,"depth":163,"text":56},{"id":66,"depth":163,"text":67},{"id":77,"depth":158,"text":78},{"id":93,"depth":158,"text":94},{"id":100,"depth":158,"text":101},{"id":126,"depth":158,"text":127,"children":172},[173,174,175],{"id":130,"depth":163,"text":131},{"id":140,"depth":163,"text":141},{"id":151,"depth":163,"text":152},"getting-started","What the Owneli onboarding wizard asks for on first login, which steps you can safely skip, and why it sometimes comes back later.",false,"md","i-lucide-clipboard-check",[182,183,184,185,186,187],"first login setup","onboarding wizard","sign workplace policies","skip onboarding steps","emergency contact details","why did onboarding come back",{},true,40,"\u002Fhelp\u002Fgetting-started\u002Fcomplete-your-onboarding",[193,194],"\u002Fhelp\u002Fgetting-started\u002Fwelcome","\u002Fhelp\u002Foperations\u002Fpolicies",{"title":5,"description":177},"help\u002Fgetting-started\u002Fcomplete-your-onboarding","2026-08-14","urAYzC0DgHBNCrPCpPLh3LhxgLgcPC8yInqODka-YaM",[200,210,219,228,238,248,258,268,278,288,298,309],{"id":201,"title":202,"audience":6,"description":203,"extension":204,"icon":205,"meta":206,"order":207,"slug":176,"stem":208,"__hash__":209},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":211,"title":212,"audience":6,"description":213,"extension":204,"icon":214,"meta":215,"order":158,"slug":216,"stem":217,"__hash__":218},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":220,"title":221,"audience":6,"description":222,"extension":204,"icon":223,"meta":224,"order":163,"slug":225,"stem":226,"__hash__":227},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":229,"title":230,"audience":6,"description":231,"extension":204,"icon":232,"meta":233,"order":234,"slug":235,"stem":236,"__hash__":237},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":239,"title":240,"audience":6,"description":241,"extension":204,"icon":242,"meta":243,"order":244,"slug":245,"stem":246,"__hash__":247},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":249,"title":250,"audience":6,"description":251,"extension":204,"icon":252,"meta":253,"order":254,"slug":255,"stem":256,"__hash__":257},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":259,"title":260,"audience":6,"description":261,"extension":204,"icon":262,"meta":263,"order":264,"slug":265,"stem":266,"__hash__":267},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":269,"title":270,"audience":6,"description":271,"extension":204,"icon":272,"meta":273,"order":274,"slug":275,"stem":276,"__hash__":277},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":279,"title":280,"audience":6,"description":281,"extension":204,"icon":282,"meta":283,"order":284,"slug":285,"stem":286,"__hash__":287},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":289,"title":290,"audience":6,"description":291,"extension":204,"icon":292,"meta":293,"order":294,"slug":295,"stem":296,"__hash__":297},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":299,"title":300,"audience":301,"description":302,"extension":204,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":310,"title":311,"audience":301,"description":312,"extension":204,"icon":313,"meta":314,"order":315,"slug":316,"stem":317,"__hash__":318},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[321,598],{"id":322,"title":323,"audience":6,"body":324,"category":176,"description":589,"draft":178,"extension":179,"icon":205,"keywords":590,"meta":591,"navigation":189,"order":294,"path":193,"related":592,"seo":594,"stem":595,"updatedAt":596,"__hash__":597},"help\u002Fhelp\u002Fgetting-started\u002Fwelcome.md","Find your way around Owneli",{"type":8,"value":325,"toc":579},[326,329,333,336,357,360,364,367,436,457,459,464,467,471,474,488,492,495,499,512,516,519,565,572,576],[11,327,328],{},"Owneli runs a whole practice — clients, calendar, point of sale, retail, and team — from one sidebar. That sidebar is deliberately short. Once you know its shape, you can find anything in one or two clicks.",[20,330,332],{"id":331},"the-three-spines","The three spines",[11,334,335],{},"Three items sit at the top and are always one click away, whether the sidebar is expanded or collapsed to icons:",[337,338,339,345,351],"ul",{},[340,341,342,344],"li",{},[15,343,17],{}," — your home. Clock in, see what's booked, clear anything that needs action, and check the day's numbers. This is also what the app logo links to.",[340,346,347,350],{},[15,348,349],{},"Calendar"," — every appointment, for every team member, on one grid.",[340,352,353,356],{},[15,354,355],{},"POS"," — sales. Ring up services, products, memberships, and gift cards, and close out the cash drawer.",[11,358,359],{},"These are the surfaces you open every working hour, so they never hide behind a menu.",[20,361,363],{"id":362},"the-five-groups","The five groups",[11,365,366],{},"Everything else lives in one of five groups. Each is a single icon when the sidebar is collapsed; click it to slide out a rail with the full list.",[368,369,370,383],"table",{},[371,372,373],"thead",{},[374,375,376,380],"tr",{},[377,378,379],"th",{},"Group",[377,381,382],{},"What's inside",[384,385,386,397,406,416,426],"tbody",{},[374,387,388,394],{},[389,390,391],"td",{},[15,392,393],{},"Clients",[389,395,396],{},"Clients, Messages, Submissions, Forms, Care Guides, Emails",[374,398,399,403],{},[389,400,401],{},[15,402,250],{},[389,404,405],{},"Services, Notes, Boards, Time off, Policies",[374,407,408,413],{},[389,409,410],{},[15,411,412],{},"Retail",[389,414,415],{},"Memberships, Packages, Gift cards, Discounts, Products, Reorder this week, Purchase orders, Vendors",[374,417,418,423],{},[389,419,420],{},[15,421,422],{},"Team",[389,424,425],{},"Team, Scheduling",[374,427,428,433],{},[389,429,430],{},[15,431,432],{},"Growth",[389,434,435],{},"Reports, Reviews, Campaigns, Automations, Loyalty",[437,438,439],"note",{},[11,440,441,442,444,445,448,449,452,453,456],{},"You may not see all of these. Every link is permission-gated, so the sidebar only ever shows what your role can actually open. ",[15,443,432],{}," and ",[15,446,447],{},"Settings"," are hidden from most staff roles entirely. On top of that, some links (Team, Time off, Boards, Vendors and the like) can be hidden per person — automatically for a small workspace, or by your own choices under ",[15,450,451],{},"Settings → Menu",". A hidden page is still reachable by search and direct link, and ",[15,454,455],{},"Restore default"," brings the menu back.",[20,458,447],{"id":285},[11,460,461,463],{},[15,462,447],{}," is the last icon, and it's admin-only. It absorbs everything you configure once and rarely touch again: business details and locations, booking rules, payment processor and payment policy, tips, tax rates, roles and permissions, the online store, the audit log, and data import.",[11,465,466],{},"The rule of thumb: if you'd open a page less than once a week, it's in Settings.",[20,468,470],{"id":469},"reading-the-sidebar","Reading the sidebar",[11,472,473],{},"Two small markers carry real meaning:",[337,475,476,482],{},[340,477,478,481],{},[15,479,480],{},"An eye icon"," next to a link means you can open the page but not change anything. It saves you a click into a page where every button is disabled.",[340,483,484,487],{},[15,485,486],{},"An amber number"," is a count of things waiting on you — pending time-off approvals, notes awaiting acknowledgement, unread client messages. When the sidebar is collapsed, the same signal shows as an amber dot on the group icon.",[20,489,491],{"id":490},"collapsing-the-sidebar","Collapsing the sidebar",[11,493,494],{},"Click the small chevron chip on the sidebar's right edge to collapse it to icons and win back screen width. Your choice is remembered across sessions and devices.",[20,496,498],{"id":497},"on-a-phone","On a phone",[11,500,501,502,505,506,509,510,38],{},"Below tablet width there is no sidebar. Owneli becomes a tab-bar app: ",[15,503,504],{},"Today · Calendar · Sell · Clients · More"," along the bottom of the screen. The first four are the same spine surfaces; ",[15,507,508],{},"More"," opens the full directory — every page from the sidebar groups above, a \"Find a page\" search, and your account actions (My profile, Settings, System status, Sign out). If an instruction in these articles names a sidebar item you can't see on your phone, it's under ",[15,511,508],{},[20,513,515],{"id":514},"the-top-bar","The top bar",[11,517,518],{},"Along the top of every page:",[337,520,521,536,542,548,554,559],{},[340,522,523,526,527,531,532,535],{},[15,524,525],{},"Search"," (or ",[528,529,530],"code",{},"⌘K"," \u002F ",[528,533,534],{},"Ctrl+K",") — jump to any client, appointment, or page.",[340,537,538,541],{},[15,539,540],{},"Location switcher"," — if your business has more than one location, this scopes what you're looking at. An organisation switcher appears beside it only if you belong to more than one business.",[340,543,544,547],{},[15,545,546],{},"Send"," — one entry point for sending a form, sharing a care page, or emailing a client, so you don't have to navigate to three different list pages.",[340,549,550,553],{},[15,551,552],{},"Language"," — English, Spanish, and French.",[340,555,556,38],{},[15,557,558],{},"Light\u002Fdark mode",[340,560,561,564],{},[15,562,563],{},"Notifications"," — the bell, with a red count when something is unread.",[106,566,567],{},[11,568,569,571],{},[528,570,530],{}," is the fastest way to move around once you know client names. It searches clients and pages together.",[20,573,575],{"id":574},"whats-next","What's next",[11,577,578],{},"If you're standing up a new business, work through the setup checklist. If someone else already set things up and you're joining an existing team, go straight to your day.",{"title":157,"searchDepth":158,"depth":158,"links":580},[581,582,583,584,585,586,587,588],{"id":331,"depth":158,"text":332},{"id":362,"depth":158,"text":363},{"id":285,"depth":158,"text":447},{"id":469,"depth":158,"text":470},{"id":490,"depth":158,"text":491},{"id":497,"depth":158,"text":498},{"id":514,"depth":158,"text":515},{"id":574,"depth":158,"text":575},"A two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.",[],{},[593,122],"\u002Fhelp\u002Fgetting-started\u002Fset-up-your-workspace",{"title":323,"description":589},"help\u002Fgetting-started\u002Fwelcome","2026-09-01","0Jmix1z5TVe5oMcNG76Kw93WvAzLH6qzoknkeUTTIQU",{"id":599,"title":600,"audience":6,"body":601,"category":255,"description":887,"draft":178,"extension":179,"icon":888,"keywords":889,"meta":890,"navigation":189,"order":891,"path":194,"related":892,"seo":894,"stem":895,"updatedAt":896,"__hash__":897},"help\u002Fhelp\u002Foperations\u002Fpolicies.md","Policies — reading, signing, and authoring",{"type":8,"value":602,"toc":877},[603,607,610,616,620,623,626,631,637,643,647,654,722,731,735,758,762,765,769,778,784,787,791,797,800,807,811,871],[11,604,605],{},[15,606,113],{},[11,608,609],{},"Policies are the HR and compliance layer — code of conduct, health and safety, privacy, harassment, attendance, social media, confidentiality, the employee handbook.",[11,611,612,613,615],{},"They sit in ",[15,614,250],{},", not in Settings, because every employee has to read and sign them. Only authoring is restricted.",[20,617,619],{"id":618},"if-youre-an-employee","If you're an employee",[11,621,622],{},"You need to do two things: read the policy, and acknowledge it.",[11,624,625],{},"When a policy that requires acknowledgment is published — or its version is bumped — you're prompted to sign at your next sign-in. Read it, then acknowledge.",[437,627,628],{},[11,629,630],{},"Your signature and its timestamp are permanently logged against the exact version you signed. That record is the point of the feature: it's what proves the business told you, and what proves you read it.",[11,632,633,634,636],{},"You can revisit any policy at any time from ",[15,635,113],{},". If you can read but not author, the sidebar shows a small eye icon next to the link — that's expected, not a fault.",[638,639,640],"warning",{},[11,641,642],{},"Acknowledgment prompts are skipped on read-only reporting pages, so a manager reviewing numbers isn't blocked by an HR overlay on every report. The prompt still reaches you everywhere else, and the notification bell keeps the item visible.",[20,644,646],{"id":645},"if-you-author-policies","If you author policies",[11,648,649,650,653],{},"Authoring needs the policy-management permission. ",[15,651,652],{},"New policy"," offers five ways in:",[368,655,656,666],{},[371,657,658],{},[374,659,660,663],{},[377,661,662],{},"Route",[377,664,665],{},"Use it when",[384,667,668,678,688,702,712],{},[374,669,670,675],{},[389,671,672],{},[15,673,674],{},"Start from a template",[389,676,677],{},"You want a solid starting draft. Templates prefill your business name, HR contact and jurisdiction.",[374,679,680,685],{},[389,681,682],{},[15,683,684],{},"AI Policy Studio",[389,686,687],{},"You want a draft generated from a description. Only available when the AI assistant is enabled for your business.",[374,689,690,695],{},[389,691,692],{},[15,693,694],{},"Upload a document",[389,696,697,698,701],{},"You already have the policy as a PDF, ",[528,699,700],{},".docx",", or HTML file.",[374,703,704,709],{},[389,705,706],{},[15,707,708],{},"Paste HTML",[389,710,711],{},"You're bringing it from another system. The pasted markup is sanitised before it's stored.",[374,713,714,719],{},[389,715,716],{},[15,717,718],{},"Blank",[389,720,721],{},"You'd rather write it yourself.",[11,723,724,725,444,727,730],{},"Uploads accept PDF, ",[528,726,700],{},[528,728,729],{},".html"," only, and are size-limited — the editor tells you the maximum.",[28,732,734],{"id":733},"fields","Fields",[337,736,737,746,752],{},[340,738,739,742,743],{},[15,740,741],{},"Title"," and optional ",[15,744,745],{},"category",[340,747,748,751],{},[15,749,750],{},"Summary"," — a one-liner shown in lists and on the acknowledgment overlay. Worth writing well; for many staff it's the only part they read carefully.",[340,753,754,757],{},[15,755,756],{},"Require acknowledgment"," — when on, every employee must sign it at next login",[28,759,761],{"id":760},"draft-then-publish","Draft, then publish",[11,763,764],{},"A new policy is created as a draft. Review it — particularly the extracted text from an upload or the sanitised output of a paste — and publish when you're satisfied.",[28,766,768],{"id":767},"versions-and-re-acknowledgment","Versions and re-acknowledgment",[638,770,771],{},[11,772,773,774,777],{},"Bumping a policy's version ",[15,775,776],{},"resets everyone's acknowledgment"," and asks the whole team to sign again. That's correct for a substantive change and wasteful for a typo. Save the version bump for changes that alter what someone is agreeing to.",[11,779,780,781],{},"When you edit and re-publish with a version bump, the app confirms it: ",[87,782,783],{},"\"Version bumped. Team must re-acknowledge.\"",[11,785,786],{},"You can also replace the attached file on an uploaded policy — the signature record then attaches to the file you uploaded.",[20,788,790],{"id":789},"compliance-tracking","Compliance tracking",[11,792,793,796],{},[15,794,795],{},"Compliance"," (admin only) shows, per employee: how many policies they've acknowledged, out of how many, as a percentage — plus exactly which ones are missing.",[11,798,799],{},"A policy someone signed at an older version is flagged separately from one they've never signed, so you can tell \"hasn't read it at all\" from \"read the previous edition\".",[11,801,802,803,806],{},"Filter to ",[15,804,805],{},"only missing"," to get your chase list.",[20,808,810],{"id":809},"policies-versus-notes","Policies versus notes",[368,812,813,825],{},[371,814,815],{},[374,816,817,819,822],{},[377,818],{},[377,820,821],{},"Policies",[377,823,824],{},"Notes",[384,826,827,838,849,860],{},[374,828,829,832,835],{},[389,830,831],{},"Subject",[389,833,834],{},"Conduct, safety obligations, privacy, employment",[389,836,837],{},"How to do the work",[374,839,840,843,846],{},[389,841,842],{},"Who can author",[389,844,845],{},"Policy-management permission only",[389,847,848],{},"Anyone who can create notes",[374,850,851,854,857],{},[389,852,853],{},"Who can read",[389,855,856],{},"Everyone with policy view",[389,858,859],{},"Depends on the note's visibility",[374,861,862,865,868],{},[389,863,864],{},"Signature",[389,866,867],{},"Permanently logged against the version",[389,869,870],{},"Acknowledgment logged, optional per note",[11,872,873,874,38],{},"If it would go in an employee handbook, it's a policy. If it would go on a laminated card by the machine, it's a ",[120,875,437],{"href":876},"\u002Fhelp\u002Foperations\u002Fnotes-your-team-playbook",{"title":157,"searchDepth":158,"depth":158,"links":878},[879,880,885,886],{"id":618,"depth":158,"text":619},{"id":645,"depth":158,"text":646,"children":881},[882,883,884],{"id":733,"depth":163,"text":734},{"id":760,"depth":163,"text":761},{"id":767,"depth":163,"text":768},{"id":789,"depth":158,"text":790},{"id":809,"depth":158,"text":810},"What every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.","i-lucide-shield-check",[],{},30,[876,893],"\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":600,"description":887},"help\u002Foperations\u002Fpolicies","2026-07-26","Olc7gRagEd7UYBUv2Ug9gJ9Km9IBKV4mIQ6NWjhd-7w",1790218958716]