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...
0 comments • 2 people liked this • Last modified on 1 December 2023 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 more...
0 comments • Last modified on 23 May 2024 in Applications 🎓
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 - ...
0 comments • Last modified on 6 December 2023 in Reports
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 ...
0 comments • 2 people liked this • Last modified on 25 April 2024 in Policy Manager
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...
0 comments • Last modified on 1 December 2023 in Policy Manager
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...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Policy Manager
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...
0 comments • Last modified on 1 December 2023 in Policy Manager
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...
1 comment • Last modified on 1 December 2023 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 comments • 1 person liked this • Last modified on 1 December 2023 in Policy Manager