15 results found for tag 'policy'
Policy Manager: Reports

Two reports are available in Policy Manager - User Acceptance & User Approval This guide will describe each report and how to run it. ------------------------------------------------------------...

0 comments2 people liked this • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Using a Review Date

Outdated policies can leave your organisation at risk. It is essential to proactively review the policies and procedures that have been added to the Intranet on a regular basis. The Review date fiel...

0 comments2 people liked this • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Creating new versions

Policy content on your site may just be for users to browse, or you may have asked them to read & accept these, or a mix of the two has been implemented. Regardless of how the application is bei...

0 comments1 person liked this • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Recall

Policies are updated over time by policy administrators creating new versions of them. However, some policies may need to be rescinded or deleted if they are no longer relevant. This can be carried ...

0 comments • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Read & Accept

Some policies will only ever need to be viewed by your user base, so it's fine to only give users/roles/groups the 'view' permission and fulfil this purpose. For others, you may wish ...

0 comments1 person liked this • Last modified on 1 April 2026 in Policy Manager

Policy Manager: Bulk Import

There is no import feature in Policy Manager as standard because there are a lot of conditions that policies could be imported, which makes a one-size-fits-all feature difficult to implement. Genera...

0 comments • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Creating a new Policy

Users with permission to create policies can do so from the front end of the application. Considerations about how the content will be created in the Intranet and permissions need to be made by your...

0 comments1 person liked this • Last modified on 2 April 2026 in Policy Manager

Policy Manager: Asset types

There are 4 asset types to choose from when creating a new policy. The appropriate one to use will depend on how your team has decided to create policies in the intranet in general, and the status o...

0 comments • Last modified on 31 March 2026 in Policy Manager

Policy Manager: Permissions explained

In Policy Manager, we usually want to achieve a distinction between end users who will simply read and/or accept policies, compared to the policy administrators who will create and manage the polici...

0 comments2 people liked this • Last modified on 1 April 2026 in Policy Manager

Policy Manager: Front end overview

The front end of Policy Manager is how the majority of users will interact with its content. Users can browse all policies they have permissions to see and can accept those they have been asked to. ...

0 comments • Last modified on 20 March 2026 in Policy Manager

Policy Manager: Admin Overview

Application administrators of Policy Manager need to set up the admin side of the application before it can be used. In particular, the category and default policy permissions tabs need to be config...

0 comments • Last modified on 19 March 2026 in Policy Manager

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 mor...

0 comments • Last modified on 2 April 2026 in Policy Manager

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...

0 comments1 person liked this • Last modified on 1 December 2023 in Policy Manager

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...

2 comments • Last modified on 1 December 2023 in Policy Manager

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...

0 comments • Last modified on 6 December 2023 in Onboarding