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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 with Policies

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

Uploading a Policy

  • Go to the Policies module in the main navigation
  • Click Create Policy
  • Fill in the required fields:
    • Title – the name of the policy
    • Description – a brief summary of what the policy covers
    • Compliance area – the regulatory or internal area this policy belongs to
  • Click Create to save the policy

createnewpolicy

The policy record is now created. You can upload one or more documents directly to it by clicking Upload Document in the documentation section shown below.

policydocumentation

 

Tip: Use consistent naming conventions and metadata values to make policies easier to filter, search, and trace across the platform.

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