Documenting policies

You can document corporate policies and governmental regulations that influence your company's processes and decisions. As a result, you can track compliance across your business. In addition, when a policy or regulation changes you can easily access which processes or decisions are impacted.

Creating policies

  1. Complete one of the following steps:
    • To create a policy from within a space, click Create New > Policy.
    • To create a policy from the Library page, go to Policies > Create New Policy.
  2. Enter the name of your new policy and click Create.
  3. Add a description of the policy. If the policy description is lengthy, provide a brief summary. If the policy is short, describe the entire policy.
  4. Optional: If your policies are stored on your corporate intranet or in a content management repository, you can also add references as attachments or links to URLs:
    • To add an attachment, click Add > File attachment. In the window, select the documentation that you want to upload.
    • To add a link, click Add > Hyperlink. In the window, enter the name for the link and the URL.

Linking policies

After you have created your policy, you can link to it to a decision or a process blueprint.

  1. Open a process blueprint or a decision.
  2. Complete one of the following steps:
    1. To associate the whole process blueprint or decision with a policy, right click anywhere in the background of the process diagram.
    2. To associate a single element of the diagram with a policy, right-click the element in the diagram.
  3. Click Edit details.
  4. Go to the Policies tab.
  5. Select the policy to associate with that element.

Managing policies

You can find all your policies by going to Library > Policies.

To find all the policies within a certain space, go to Library > Spaces and open the space to see its Policies section.

To move, copy, or archive multiple policies, complete the following steps:
  1. Use Ctrl+click or Cmd+click to select each of the policies. Or, select the first policy and then use Shift+click to select the last policy and all policies in between.
  2. Release the key and click the drop-down menu at the top of one of the selected policies.
  3. Select Move, Copy, or Archive.