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Operations and Finance

A Policy submission is only a draft proposal and is not finalized until it is revised and approved as deemed necessary during the review process.

RED BAR MEANS REQUIRED FIELD

  • Fields with Red Bar indicators are required.

DROPDOWN MENUS

  • Select the proposed Policy category.
  • Select the proposed Policy owner.

NOTE: A Policy submission is only a draft proposal and is not finalized until it is revised and approved as deemed necessary during the review process.

Note: This section is not required, but once activated by clicking “+ ADD” each field must be completed by entering the necessary information.

NAME & URL

  • Enter the name of the reference and the full URL (web address) of the page, site, document or reference.

Example:

Name: Montana Code Annotated
URL: https://leg.mt.gov/bills/mca/index.html

  • Note: This section is not required, but once activated by clicking “+ ADD” each field must be completed by entering the necessary information.

Rich Text Editing: Allows users to format and style policy content including indents, lists, bullets and font attributes (bold/italic).

PURPOSE STATEMENT: RICH TEXT EDITING

  • Briefly describe the purpose of the policy.
  • Allows users to format and style policy content including indents, lists, bullets and font attributes (bold/italic).

Briefly describe how the purpose of the policy will be fulfilled.

POLICY STATEMENT: RICH TEXT EDITING

  • Briefly describe how the purpose of the policy will be fulfilled.
  • Allows users to format and style policy content including indents, lists, bullets and font attributes (bold/italic).
  • Note: This is a required field.

TERM & DEFINITION: Enter the term (or short phrase) and use the adjoining text box to define it within the context of the policy.

SPECIAL TERMS & DEFINITION

  • Enter the term (or short phrase) and use the adjoining text box to define it within the context of the policy.
  • Note: This section is not required, but once activated by clicking “+ ADD” each field must be completed by entering the necessary information

PROCEDURE LINK: URLs for procedure documents owned and maintained by departments should be placed here.

PROCEDURE LINK

  • URLs for procedure documents owned and maintained by departments should be placed here.

ATTACHMENTS

For managing document attachments please refer to the Getting Started User Guide.