Adding a Policy to the Internal Policy Management Area

The Internal Policy Management area allows you to upload policies, distribute them to employees, and track their acceptance across your entire business. To add a new policy, navigate to the Internal Policy Management area, located within the Compliance tab, and select New Policy as demonstrated below:



Once selected, you will be prompted to fill in more information about the policy. Let's review each of these areas:

Policy Name: The name of the policy
Version: What version the policy is on
Author: The author of the policy
Owner: The person responsible for the policy
Access Control: Which departments have access to the policy
Associated Risks: Whether the policy encompasses any risks (e.g. data protection, insider threats)
Regulatory Mapping: Whether the policy is required for compliance with a standard
Effective Date: The date the policy came into effect
Review Date: When the policy is due to be reviewed/updated
Attachments: An area to attach the policy so it can be read by employees
Emails to Notify: Which email addresses the policy should be sent to

Once completed, pressing Submit will upload the policy, and all the added information, into the platform.
Note: Please make sure that you include the email addresses of ALL the employees that you wish to notify about this policy, as this cannot be edited later. If you wish to change an email address, please either contact a member of the support team, or create a New Policy and add the correct emails.

To learn how you can notify employees about policies and request acknowledgement, click here.

Updated on: 01/05/2025