How to Add Policies to the Sentrient Catalog

Learn how to enable self-enrollment for policies in Sentrient so employees can access them on an ad hoc basis from the library catalog.

May 22, 2026 By Simon Hoyle

This guide explains how to add policies to the catalog in Sentrient. By enabling self-enrollment, policies become available in the library feature so crew members can access and review them on an ad hoc basis, rather than only during the initial onboarding process.

This workflow is primarily for system administrators managing compliance and learning modules. You can perform these steps when initially uploading a new policy or when editing an existing one.

Enable policy self-enrollment

Step #1: Click Manage under the administration navigation menu. — Click **Manage** under the administration navigation menu.

Step #2: Select Manage Policies. — Select **Manage Policies**.

Step #3: Locate the policy you want to make available (e.g., Flex Work Policy) and click the Edit icon. — Locate the policy you want to make available (e.g., Flex Work Policy) and click the **Edit** icon.

Step #4: Toggle the Self-enroll option to Yes. — Toggle the **Self-enroll** option to **Yes**.

When self-enroll is active, the policy will appear in the catalog for users to self-enroll in or download whenever they need it.

Next, define which users should have access to this policy based on their location.

Step #5: Click the Location dropdown menu. — Click the **Location** dropdown menu.

Step #6: Select the relevant locations, such as Australia, to restrict catalog visibility to crew members assigned to those sites. — Select the relevant locations, such as **Australia**, to restrict catalog visibility to crew members assigned to those sites.

Step #7: Click Finish at the bottom of the page. — Click **Finish** at the bottom of the page.

Step #8: Click Yes on the confirmation prompt to save your changes. — Click **Yes** on the confirmation prompt to save your changes.

The policy will now display a checkmark under the self-enrollment column in your management dashboard.

Verify user access

You can verify how this looks from an end-user perspective by accessing the compliance section.

Step #9: Navigate to the compliance section and click Policies. — Navigate to the compliance section and click **Policies**.

Step #10: Click + Catalogue. — Click **+ Catalogue**.

This catalog view displays all policies a user has access to based on their working parameters, such as site location or employment type. You should now see the policy you just updated available in the catalog list.

FAQ

Q: Do I have to wait until a policy is published to enable self-enrollment?

A: No, you can toggle the self-enrollment option to "Yes" either when you are first uploading a new policy or at any time by editing an existing policy.

Q: Will enabling self-enrollment trigger a new revision for the policy?

A: No, toggling self-enrollment and adjusting the location only alters access permissions. It does not count as a policy revision change.