Create an authority document

Authority documents manage a process and citations are created within them to manage points of the process. For example, the process called Building Security contains a citation for Entry Control.

Before you begin

Role required: sn_compliance_admin or sn_compliance_manager

Procedure

  1. Navigate to Policy and Compliance > Compliance > Authority Documents.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Authority Document
    Field Value
    Name Name of the document.
    Number Read-only field that is automatically populated with a unique identification number.
    Source A non-editable field with the source of the policy. For example, if the statement is from the UCF import, the source is UCF.
    Source ID The unique identification number used by the source to catalog this authority document.
    Version The unique version number used by the source to identify this authority document.
    Common name Abbreviated version of the Name field.
    Category Category for this authority document.
    Type The document type:
    • Audit Guideline
    • Best Practice Guideline
    • Bill or Act
    • Contractual Obligation
    • International or National Standard
    • Not Set
    • Organizational Directive
    • Regulation of Statute
    • Safe Harbor
    • Self-Regulatory Body Requirement
    • Vendor Documentation
    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    Valid To The date and time for which the policy is no longer valid.
    Url The URL of the stored authority document.
    Description More information about the authority document.
  4. Right-click in the header bar and select Save from the context menu.
    The authority document is created and all related lists are visible.

What to do next

Create a citation from the Authority document related list.