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Managing Policies and Procedures

The Policies module helps you centralise key documents like GDPR policies, information security rules, internal guidelines or procedures.

What You Can Do

  • Upload your own documents
  • Add metadata (e.g. owner, type, compliance area)
  • Link to other modules such as tasks and assets

Uploading a Policy

  • Go to Policies
  • Click Create Policy
  • Enter:
    • Title
    • Description
    • Compliance area
  • Create

createnewpolicy

Now the container for the policy has been created. From here you can upload one or more documents to the policy.

policydocumentation

 

Tip: Use consistent naming and metadata to improve filtering and traceability.

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