Upload Policies

Add your policy documents to RTOSafe.

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Before You Start

• Have your policy documents ready as PDF or Word (.docx) files

• Know which category your policy belongs to — RTOSafe comes with these pre-loaded:

  • Training and Assessment

  • Third Party Arrangements

  • Student Management

  • Staff Management

  • Quality and Continuous Improvement

  • Marketing

  • Administration

  • Governance

You can add or edit categories in Settings.

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Steps

1

Go to Policies in the main navigation

2

Select Upload Policies

3

Find the category your policy belongs to and drag and drop your file into that section

Tip: PDFs are strongly recommended. Staff can read PDFs directly in RTOSafe without downloading, and RTOSafe can analyse the content for compliance searches.

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What Happens Next

• Your policy appears in the Policies list

• RTOSafe creates agreement requests for all active staff in departments linked to that policy category

• Staff see the policy in their Staff Portal where they can read and accept it

• If a review date is set, you'll see an alert when the policy is due for review

• Your policy is automatically version controlled — when you upload a new version later, the history is preserved

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Common Issues

File won't upload

Check it's a PDF or Word file. Other formats aren't supported.

Staff can't see the policy

Make sure the policy category is linked to their department in Settings → Departments.

Policy shows as "Processing"

PDF files take a moment to process. Refresh the page after a minute or two.