Adding a Policy File to a Category

Category policy files are only available for Mobile Auditor PC/Compact.

To access the policy window:

1. Click on the audit form to select it.
2. Select AUDIT CATEGORIES.
3. Click the policy icon associated with the category.

   The Policy window opens. It contains the following controls:

   • SAVE - allows you to save the policy file.
   • PREVIEW - opens the policy file in a new window. Previewing also saves the file.
   • LOAD - allows you to load an HTML file from your computer.
   • CLEAR - clears the text area, deleting the policy from all languages.* The "no policy" icon appears in the POLICY column in the Categories window
   • CLEAR (THIS LANGUAGE ONLY) - clears the text area, deleting the policy from the current language only.* The "no policy" icon appears in the POLICY column in the Categories window.

     *WARNING: Clicking the CLEAR button deletes the policy entirely. If you simply want to replace or change the policy for the current language (for example, when translating a form from one language to another), be sure to click the CLEAR (THIS LANGUAGE ONLY) button instead, then enter the translated text. Otherwise, if you click CLEAR, you'll be deleting the policy from all languages. Then, when you create a new one, the new policy will replace the previous policy in ALL languages.

4. Enter the policy text in the text area of the screen.

   Even though you may directly enter the contents of the Policy file into the text box with no additional formatting, it is strongly recommended that you include HTML formatting. If you're not familiar with HTML formatting, you can create a Policy file in an application such as Nvu (an open-source HTML editor that can be downloaded for free at http://www.nvu.com),** and then load the file into this field. Just be certain that you only include supported tags in your file. Some general HTML formatting tips are provided for users without access to an HTML generator, or who just want to provide minimal formatting.

5. Click the PREVIEW or SAVE button to save the file.

   Once a policy has been added to a category, the policy icon changes from an empty page to a filled page. To edit the policy, just click the icon again to return to the Policy window.

Note that you may also add policy files to subcategories.