Introduction
Policies are generally established by a board of directors of an organization to set boundaries under which the organization should operate to to keep the company on track and operating efficiently.
Creating a Policy
-
- The objective of the policy
-
- The target date for when this policy becomes in-use
-
- The date when this policy will be up for review
-
- Life Cycles are a collection of automated workflows. This list contains life cycles that only relate to Policies.
-
- The owner of this policy. This will default to the user that created the policy
-
- Select to automatically create a Risk Register or select that a Risk Register is not needed. Automatically created Risk Registers are located in the Operational Risk Registers within Risk Management. A link between the two are maintained.
Policy Document Management
- Maintain Document with External Reference
Manage a Policy
Activity
The Activity Stream is provides to allow discussions to take place about the policy. Users are able post notes, comments, discussions, and mention other users.
Details
Risks
Statements
Tasks and Reviews
Attachments
Lifecycle History