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Create a custom policy or document

Where: Dashboard → Compliance → Policies → Create Policy, or Documents → Create Document.

Steps​

  1. Open Policies (or Documents) and click Create Policy (or Create Document).
  2. Fill in the form:
    • Name
    • Document Type: pick one or type a new one to create it
    • Link: optional URL to the file
    • Departments, Owner and Reviewer
    • Related Tests: compliance tests this policy satisfies
    • Due Date: when it is next due for review
  3. Click Submit.

The new policy then follows the normal review flow. See Write, review and publish a policy.

Custom policies can be deleted from the row actions with Delete; framework policies cannot.