Creating Custom Policies

  • Updated

Creating Custom Policies 

  • From the left-hand navigation panel, select Policies 
  • From the top right-hand corner, select + Custom Policies

  • Add a policy title and policy description
  • Select Create 

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  • Use the policy editor tool to draft the policy, upload it from your computer, or sync a file from Confluence or Google Drive
  • Once the policy is drafted, you can continue to edit, or submit it for approval 

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  • When submitting for approval, choose the approver, or approve the policy yourself if you have admin permissions 

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  • Approve the employee assignment. When approved, the listed Employee Groups  will be asked to accept this policy 
    • Note: These are all the Employee Groups with a checklist that has "Select All" checked in the Policy Acceptance category for Ongoing Tasks

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Linking Custom Policies to Frameworks and Controls

For each custom policy, two new policy tests will be created. These tests will monitor that these custom policies are revised and approved annually, and that each approved version is accepted by all relevant employees. All new tests appear on the Tests page under the Policies category.

 

To link the policy to related Frameworks and Controls:

  • From the left-hand navigation panel, select Tests 
  • Search for the test related to your custom policy

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  • Select the test you want to link to a Framework or control, then scroll down to the Related frameworks and controls section. Click + Add Control

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  • Search for the control you want to link. Results can be filtered by searching keywords or using the Framework filter options

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  • Once the applicable control has been found, click Add. The frameworks and controls will be linked to this test and the related policy. Repeat these steps for each test.