To add a new policy to your portal, you will need access to the Management Console and access to the Policy Management tab.
If you are not using your portal to manually record the approval details or using the approval workflow, you will need to ensure that in your Policy Hub approval mode setting is set to No approval.*
In Policy Management, select Add policy which will open the policy information tab where you can start to complete the policy details as described below and Add Policy:
|Title||Add the title of your policy|
|Scope||Select the appropriate scope for your policy: Global, Local or Local variation of global policy|
|Domain||Select the appropriate domain for your policy|
|Keywords (optional)||insert key words in relation to your policy, which can be used in the search facility making it easier for users to find a specific policy|
|Description (optional)||Add a description of your policy document, this will appear to the user on the left hand side when the policy is opened|
|Category||This is the category on the home page where the policy will appear for the user e.g. Human Resources|
|Sub-category||This is the sub-category where the policy will appear for the users e.g. category: Human Resources; sub-category: Recruitment|
This is used to group your policies end user side under the same heading
New Policy Set: If there are a number of policies, you wish to appear together in a specific order you should put them in the same policy set e.g. Global AML Policy; Additional AML Policy for US; Sanctions Policy
Select the audience group who are required to access the policy by selecting the relevant group from the Non Selected Items and click on Add to Selected items box which will move the relevant audience group to the Selected Items box.
Policies can have more than one audience group who may need to access a policy.
|Select any related policies you have already added to the Policy Hub are are set to Live. Select the relevant policy under the Non Selected Items box and click on Add to Selected items which will move the related policy to the Selected Items box|
|Document Version number||
Type in the relevant version number of your policy
Any details relevant to the assignment/launch/etc of this policy
|Policy Document PDF:||
Upload the pdf version of your policy.
Depending on your set up, you may also need to upload the Word version
*Please contact your Customer Success Manager email@example.com if you need any advice.