# Polls, policies and helpdesk contacts

> Run a dashboard poll, publish policy documents, and list who employees should contact for help.

Source: https://intelliob.com/docs/accord/ehr-portal-management/polls-policies-helpdesk

## Polls

Open **eHR Portal Management → HR Tasks → Manage Polls**. Only one poll is live at a time; it appears in **Today's Poll** on everyone's dashboard.

![Manage Poll](https://intelliob.com/docs-assets/accord/ehr-portal-management/16-manage-poll.webp)
*Manage Poll*

1. **Create the poll** — Enter the **Poll Question** and two or three answer **Options** (the third is optional), then select **Create Poll**.
2. **Make it live** — In **Published Polls**, select **Make Live** on the poll you want employees to see.
3. **See the results** — Select the poll to see **Poll Results** — how many people chose each option.

## Policies and procedures

Open **Manage Policies** to publish documents such as a leave policy or code of conduct.

![Manage Policies & Procedures](https://intelliob.com/docs-assets/accord/ehr-portal-management/17-manage-policies.webp)
*Manage Policies & Procedures*

1. **Add the policy** — Select **Add New Policy**. Enter the **Policy Name** (for example *Work From Home Policy*), choose a **Category**, and use **Attach Document** to upload the file.
2. **Make it visible** — Tick **Published** — *Make this policy visible to all employees.*
3. **Publish** — Select **Publish Policy**.

In **Published Policies**, use the **Download**, **Edit** and **Delete** icons on each policy. Saving an edit uses **Update Policy**.

## Helpdesk contacts

Open **Manage Helpdesk Contacts** to choose who appears on the dashboard's **Helpdesk** card.

![Manage Helpdesk Contacts](https://intelliob.com/docs-assets/accord/ehr-portal-management/18-helpdesk-contacts.webp)
*Manage Helpdesk Contacts*

1. **Find the employee** — Under **Add New Contact**, search by employee name or code.
2. **Give them a category** — Enter what they help with — for example *HR*, *IT*, *Finance* or *Payroll*.
3. **Add** — Select **Add Contact**. They appear under **Helpdesk Contacts** and on the dashboard.

Use **Edit Category** to change what a contact covers, and **Delete Contact** to remove them.

> **Note:** The Helpdesk card shows each contact's work email and phone from their employee record. Make sure those are up to date.