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Confluence: Create a New Document

Overview

This Create a New Document in Confluence procedure of Pathway Vet Alliance LLC and its subsidiary and parent companies (collectively, the “Company”) is to provide guidance for team members in creating documentation in Confluence for presentation through the Policy and Procedure URL.

Applicability

This procedure applies to Support Office Team Members creating documentation for organization-wide access.

Create a Document from Scratch in Confluence

Policies and Procedures may be drafted in Confluence without the additional step of using a Word document.

  1. Create a page in the space by clicking the ➕ in the left-hand column to the right of Pages or as a child page of an existing section.

  2. From the right-hand column, select the Technology Self-Service space and filter by the Starred items. Select the template for a Policy or Procedure and complete the compliance components as necessary.

    1. Start your document above the collapsible box. Complete the information inside the collapsible box once modifications are complete and ready to publish.

Import a Word Document into Confluence

  1. If a document draft has previously been created and is ready to share, Import the Word document into Confluence using the Import feature.

  2. Locate the Word Document to import and select Finish to continue.

  3. Apply the necessary compliance components using copy and paste from a template and complete the necessary fields.

Complete Revision Information

Once the document is completed, record all the necessary revisions and tracking information.

Administration

Technical Documentation is generally responsible for administrating this procedure and may select others to assist with executing duties.  The duties of Technical Documentation include, but are not limited to, the following:

  • Assisting with the implementation and enforcement of this Procedure and

  • Circulating this Procedure to all Company Persons

Contact

Contact Knowledge Management with any questions regarding any of the provisions of this Procedure.

Revision History

Amendment and Revision History

We are committed to continuously reviewing and updating our policies and procedures. The Company, therefore, reserves the right to amend, alter, or terminate this policy/procedure at any time and for any reason, subject to applicable law. When material changes are made, Thrive will post the changes on our internal website and provide Team Members with subsequent notice consistent with local laws or regulations.

Department

Technology

Department Head

Joe Mazzarella, Chief Technology Officer

Subject

Documentation

Last Update

February 15, 2024

Subject Matter Experts

Jeannie Flaherty, MA, Technical Documentation Specialist

Data Classification

Public

Internal ☑️

Restricted

Personal Information

Updated By

Revisions

Date

Revision Number

Jeannie Flaherty

First Issue

no updates

 

5/16/20

9/19/23

1.0

1.1

change updating tracker on SharePoint list to contact for Smartsheet update

2/15/24

1.1

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