Create a policy

A policy is a document which defines an internal practice that processes must follow. Policies are defined as policies, procedures, standards, plans, checklists, frameworks, and templates.

Before you begin

Role required: sn_compliance_admin or sn_compliance_manager

Procedure

  1. Navigate to Policy and Compliance > Policies and Procedures > Policies.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Policy
    Field Description
    Name The name of the policy.
    Type

    Select from a list of options:

    • Policy
    • Procedure
    • Standard
    • Plan
    • Checklist
    • Framework
    • Template
    Owning Group Group that owns the policy.
    Owner User that owns the policy.
    State The policy state is a read-only field. Possible choices are:
    • Draft In this state, all compliance users can modify the policy and policy statements. All compliance users can click Ready for Review at the bottom of the form, which sets the state to Review.
    • Review In this state, the owner, owning group, and reviewers can modify the policy and policy statements. The owner, owning group, and reviewers click Request approval, starting the workflow by sending approvals to the users in the Approvers list. The owner, owning group, and reviewers move the policy back to Draft, by clicking Back to draft, as well.
    • Awaiting approval In this state, the policy and policy statements are read- only for all. Approvers can approve the policy by updating the approval state in the Approvals Related List on the policy form, or by viewing My Approvals. If the policy is approved, the policy goes to the Published state. Otherwise, it goes back to the Review state.
    • Published In this state, the policy and policy statements are read-only for all. Admins can click Retire which sets the state of the policy to Retired
    • Retired In this state, the policy is read-only for all.
    Valid From The date and time for which the policy becomes valid.
    Valid To The date and time for which the policy is no longer valid.
    Approvers Select the users you want to be included in the approval process.
    Reviewers Select the users you want to be included in the review process.
    Description A general description of the policy.
    Policy text A detailed description of the policy.
    Article template The article template to use for the publication of this policy.
    KB article The KB article number and link where the policy is published.
  4. Continue with one of the following options.
    OptionAction
    To save and submit the policy
    • Click Submit.
    To mark the policy ready for review
    • Click Ready for review.