Introducing Policies & Procedures in Trail EVO
Trail EVO brings a new level of clarity and control to your operations. Alongside exciting AI-powered features like Copilot and push notifications, the launch of Policies & Procedures transforms how your team accesses and engages with essential documentation.
Many teams move to Trail from paper-based diaries or fragmented systems. These often include long-form documents that are important, but not always actionable.
Policies & Procedures offers a centralised space within Trail where your team can access, read, and acknowledge key documents, like policies, procedures, and guidance, right from their phone or desktop.
Why Use Policies & Procedures?
Policies & Procedures helps your organisation:
Manage and mitigate risk ✅
Support teams in understanding their roles and responsibilities ✅
Ensure effective governance and compliance ✅
How It Works for Teams
Instant Access
All documents are stored in one place, making it easy for teams to find what they need, when they need it.Push Notifications
When a new document is assigned, team members receive a notification and can review it immediately.My Policies View
A dedicated section shows which documents require action, helping staff stay on top of updates.Smart Search with Copilot
Copilot allows users to ask questions and get instant answers from long documents. No more scrolling or searching manually!
How It Works for Admins
Effortless Updates
Upload and update documents instantly to reflect the latest ways of working.Track Compliance
The Compliance Centre gives full visibility into who has acknowledged each document.Keep Everyone Informed
Push notifications ensure staff are alerted to new documents, reducing the need for manual follow-ups.
Getting Started
To onboard your team with Policies & Procedures:
Upload your documents via the Admin dashboard.
Assign them to relevant team members.
Monitor acknowledgements in the Compliance Centre.
Use Copilot to help your team quickly find answers within documents.
Need Help?
If you’d like support setting up Policies & Procedures or want to explore best practices for implementation, our Customer Success team is here to help!