Managing Company Guidelines
Creating company guidelines
To create company guidelines:
In the navigation menu select Organization > Policies & Procedures.You may provide the following information at company guideline creation:
• Document name
• Scope: legal entity or department concerned
• Status:
• Foreseen: it has been considered to provide a policy but it is not available yet
• Not addressed: no document is available
• Ongoing: the document is being written
• Existing: the document is available
• Tag: you can associate a tag to the policy so as to be able to retrieve it easily.
For more information on tags, see Collaboration features.Attaching company guidelines information
To attach the document which is important from a GDPR perspective:
1. Select the Attachments tab of the company guideline created and attach a business document, or
2. Select the Link tab of the company guideline and create an external reference indicating the relevant URL
Assessing company guidelines
In the Assessment tab of the company guidelines, you may indicate the following:
• Review Date
• By: who performed the review
• Compliance: the reviewer indicates how effective the document is in relation to the GDPR requirements