Upload Policies
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.
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.
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
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.