Managing Policy Documents
Creating policy documents
To create policy documents:
In the navigation menu select Organization > Policies & Procedures.You may provide the following information when creating a policy document:
• 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 policy document information
To attach the document which is important from a GDPR perspective:
1. Select the Attachments tab of the policy document created and attach a business document, or
2. Select the Link tab of the policy document and create an external reference indicating the relevant URL
Assessing policy documents
In the Assessment tab of the policy document, 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