Step 1 - Create & Manage Policies

Be sure to check out the step-by-step Help Center article, Legal Policies & Policy Groups - An Overview, before you move to Step 1 of creating policies for your organization.

Legal policies, or waivers, are easy to create and manage in Jackrabbit. The settings are located under the Gear icon > Settings > Policies. After you finish creating individual policies, they will need to be assigned to Policy Groups. Policy Groups are then assigned to classes.  

Jackrabbit makes it simple and provides you with the flexibility to set up and create as many policies as you need for your business.

We recommend you speak to your insurance carrier or legal counsel to determine what policies are needed for your organization.

Create a Policy

  1. Go to the Gear (icon) > Settings > Policies (tab).
  2. Click Add New Policy (icon)to open a New Policy page.
    • Enter a unique Policy Name.
    • Add a brief description of the policy (optional).
    • Create the content of the policy in the composition window.
  3. Click Save Changes. You will be brought back to the Policies (tab) and the new policy is at the top of the grid.

  4. Go to Step 2 - Create and Manage Policy Groups.

Save time and effort each time you open a Policies grid page to view your data! After you adjust and select your columns save the grid as a Favorite

Edit a Policy

There are a few ways you can edit or modify an existing policy.

  1. Go to the Gear (icon) > Settings > Policies (tab).
  2. Click the Policy name to open the Edit Policy page and modify the Policy, or click the row menuto take one of the following actions:
    • Preview - opens a preview window of the individual policy. You can print the policy from here.
    • Copy - select copy and an exact duplicate of the policy will be created and placed at the top of the grid.
    • Edit - opens the Edit Policy window to make changes as needed. 
      • Jackrabbit checks to see if any parents have already agreed to the policy.
      • If no parents have ever agreed to the policy, the edited version remains the CURRENT version.
      • If any parents have agreed to the policy, the newly edited version becomes the CURRENT version. The previous version can be located in the Previous Versions column in the grid.
    • Delete/Retire - you will be presented with either a Delete or Retire option.

      If there are no family agreements related to a policy, the policy can be deleted.

      If there are family agreements related to a policy, the policy will have to be retired and not deleted.

Use the Print iconto print the Policies listed in the grid or create a PDF.