Either a policy or a form. (PDF - maybe eventually online forms?)
Can belong to multiple offices or organizations.

Per Roger...
Wherever possible, when we have a list of objects, we’d rather that not be a text/html list on a regular page but instead be a library of objects that can metadata associated with them (like categories can be assigned to calendar items).

An example is perhaps a documents library for Word or PDF documents posted on our site.

In this instance, we prefer there to be a ‘library’ of documents that we can assign metadata to like:

* keywords (e.g. school-related, Safe Environment, Financial, Confirmation, baptism, HR, risk management, religious education, field trip, etc.)
* type (e.g. Form, Policy, Guideline, Process, Flyer, Newsletter, Report)
* audience (e.g. volunteers, clergy, bookkeepers, business managers, principles, teachers, DREs, general).


This centralized document library can be filtered by our customers according to any of the above and we could address items directly via a link if/where needed.

This is a change from how we manage forms today, which are Word or PDF uploads to WordPress which we then link on pages somewhere, while that pdf sits in a directory forever, becomes outdated, and gets forgotten. ☹

The priest ‘list’ is yet another example where we would prefer to add priests to a directory whereby each entry can have metadata / fields associated (e.g. role/title, location, assignment, etc.) instead of the bland, text-based, and difficult to manage list we have on our legacy site now for clergy. The bland list (pun intended) of examples includes:


* Clergy (taken care of in the clergy directory)
* Deacons
* Sisters
* Brothers
* Forms/policy/guidelines
* Events (taken care of in the Calendar)
* Parishes (taken care of in the parish locator)
* Schools (taken care of in the school locator)

With any of these lists/libraries, it would be ideal to be able to build links that show a ‘pre-filtered’ view of the list according to a given field or keyword. Let’s use the forms library as an example:


1. The Safe Environment page can have a link or image on it that reads “Click here for Safe Environment forms, processes, and guidelines”
2. When clicked, this would direct the browser to open a new tab to display the document library.
3. The library would appear in the new tab but be ‘pre-filtered’ to show documents with [type = (“Forms” AND/OR “Processes” AND/OR “Guidelines”) AND (Category=“Safe Environment”)]