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Policy Builder

The policy builder helps you define what data is being held around the company, and how it needs to be handled.

This section of the system contains a list of published and draft policies and a filter to help you customise your view depending on policy status and key words in the policy title.

To create a new policy click on the Add a new policy button.

Policy builder

Any fields in yellow are mandatory.

Enter the policy name and a short description.

Use the group drop down to either assign the policy to specific individuals, or a specific user group.

To go on to create the policy use the Save button.

New policy

Your policy title can now be seen at the top of the screen along with some system information relating to the policy.

There are then 2 options for adding sections of policy.

The Add a new section button opens a blank editor into which you can type or copy and paste text. On completion save the text block.

The other option is to Add from a template. This opens a screen which allows you to select from pre defined policy text blocks which you can edit as required.

Policy builder

The filter section on the left allows you to select a policy group. Use the refresh button to list any policy block relating to this group.

Click on the plus button to add the policy block into the template.

Policy block

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