9 results found for tag 'policy manager'
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 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...
Custom Reports
Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...
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 ...
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...
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...
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...
Creating an Approval Process in Policy Manager
As standard, the Policy Manager has two statuses; Draft and Distribution. However, if needed, it is possible to add an additional two statuses between Draft and Distribution to allow for different l...
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...
