Create and enable the policy with the redlining feature. When you create such a policy, another record is created in an internal table that records the version history of the policy.

Before you begin

Role required: sn_compliance_ws.corporate_compliance_analyst; mp_document_user

Procedure

  1. Navigate to All > Policy and Compliance > Compliance Workspace.
  2. In the Compliance Workspace, select the List icon (Lists icon.).
  3. Navigate to Compliance library > My policies.
    You can create a new policy or open a record to enable the redlining feature.
  4. Select a policy to open.
  5. For Microsoft OneDrive, select the Policy text related list to view the contents of the policy text.
    1. Select the Enable document editing button.
      If the policy is in Draft state, then the policy owner can alone create a document or associate a document from Microsoft OneDrive to enable the policy text for editing by the approvers, reviewers, and contributors.
    2. To create a document as a policy owner, select Create new document in the Enable document editing list.
    3. Enter the path of the folder where the document resides in the Folder location field.
      For example, GRC/Folder.
    4. Enter the name of the document in the Document name field.
    5. Select Create.
    6. To view the document that is created, select the Open in Word button.
  6. For Google Drive, select a Policy text related list to view the contents of the policy text.
    1. Select the Enable document editing button.
      If the policy is in Draft state, then the policy owner can alone create a document or associate a document from Google Drive to enable the policy text for editing by the approvers, reviewers, and contributors.
    2. To create a document as a policy owner, select Create new document in the Enable document editing list.
    3. Copy the shareable folder link from Google Drive and paste it in the Folder link field in the Create a document pop-up.
      To get the folder link, right-click the document in Google Drive, select More actions icon icon. Select Share and Copy link.
    4. Enter the name of the document in the Document name field.
    5. Select Create.
      On selecting create, the document is created in the folder of the Google Drive account that you provided. If you're providing a link to a shared folder, then you must have edit access to create a file within that folder.
    6. To view the document that is created, select the Open in Google docs button.
  7. To view the users that have read or write access to the document, navigate to the Document access related list.
  8. To create another document or connect to a different document for a redlining-enabled policy, select the Change document button.
    • To create another document, select Create new document that opens the Create a document pop-up.
    • To connect to a different document, select Connect existing document that opens a Connect existing document pop-up.
  9. To update the content of the document in the Policy text field, select the Update link below the document link.
  10. If the policy has been drafted and is complete, the policy owner can request a review by selecting the Request review button.
  11. Enter a message for the reviewers in the Request review pop-up.
  12. Select Request.
    As a reviewer, you can view the policy, if ready for review, when you log in to My pending tasks in the Tasks view.
  13. Select the Submit review button.
    You can review the policy text, add a comment in the Submit review pop-up, and submit it.
  14. To preview the document and to get the latest update after your collaborators have edited, select the Update link in the Policy text tab.
    As a policy owner, you can edit the content of the document in either Microsoft OneDrive or Google Drive to maintain a sync between the document in Cloud and the policy text field of the policy.

    All activities between the policy owner and the reviewers are captured in the Activity tab of the Details related list. If all reviewers have completed the review, then the policy owner can complete the publishing checklist.

  15. Select the Complete publishing checklist button.
    If all reviews are complete, then as a policy owner you can complete the publishing process. This action creates a playbook. The policy owner must go through the publishing checklist before requesting approval. See, Complete publishing checklist for the policy and request approval.
  16. To view the history of the policy, select the Policy history related list.
    For more information, see View the history of a redlining-enabled policy.