14 results found for tag 'policy'
Policy Manager Notifications
We will provide an overview of available Policy Manager notifications. Notifications are attached to Policy Manager permissions and there are some caveats which are explained below. To find out more...
Policy Manager Reports
This article describes how to use the Reports Module to access dates in your Policies stored in Policy Manager. Date Fields There are 2 date fields that are available in policy properties - Status E...
Policy Manager Review Date
Overview Outdated policies can leave your organization at risk. It is essential to proactively review the policies and procedures on a regular basis. When creating a policy manager, or editing an ex...
Policy Asset Types
Introduction In Claromentis, there are several methods to get a policy onto the Intranet also known as Asset Types. These can be especially useful when you want to use specific asset types for certa...
Policy Manager Permissions
When setting up a new policy you will be presented with a Permission dialogue allowing you to have granular control on a policy. View Policy: Viewing a policy only - users with only this permission ...
Recalling Policies
Overview If for any reason you need to recall an existing policy, you can follow the steps provided below to keep your policies organised and up-to-date. Any recalled policies will no longer be acti...
Renewing Policies
Overview When policies are close to expiring, you’ll need to renew them so they are up-to-date. In this article, we will provide you with the best way to go about renewing your annual policies while...
Policy Acceptance
When creating a policy you may wish for this to be deemed mandatory for certain (if not all) users to read & confirm. This can be done within the permissions upon creating a policy. The majority...
Migrating Your Policies to Policy Manager
Overview Importing a large number of company policies to the Claromentis Policy Manager require some careful integration, depending on how your policies are currently stored. From our experience maj...
Create a New Policy in Policy Manager
Overview In this article, we will look at creating a new policy from the Policy Manager application. The information below is outlined in the video. Your browser doesn't support video. Please d...
Policy Manager Admin
The Policy Manager Admin panel has a variety of configuration options. ----------------------------------------------------------------- Policy Permissions This section allows for users to adjust th...
Policy Manager Drop-In Session (26/9/2018)
Above is the recording of the Claromentis online drop-in session covering the Policy Manager application on the 26th of October 2018. Thank you to all who attended I hope it proved very useful. Incl...
Policy Manager Lifecycle and Workflow
Overview Policy Manager helps organisations to maintain and manage the lifecycle of policies or procedures. It guides the process of policy creation, consultation, ratification, and distribution, al...
Intranet Governance Policy - Do I need One?
What is an Intranet Governance Policy? Typically an Intranet Governance Policy is presented in the form of a document but can also be stored as a Policy in the Policy Management Application. It prov...
