Permissions needed:
Management Console
Policy Management
1. Select Management Console > Policy Management > Add policy:
2. Complete the policy details (below) and select Add Policy:
Title | Add your policy title |
Scope | Choose from Global, Local, or Local variation of global policy |
Domain | Choose the policy’s domain |
Keywords (optional) | Add keywords so the policy can be found by users |
Description (optional) | Appears to the users when opening the policy |
Category | Appears on the user’s home page |
Sub-category | Appears on the user’s dashboard, alongside the policy category |
Policy set (if applicable) | How your policies are grouped, often by policy set. For example: Global AML Policy, Additional AML Policy for US, Sanctions Policy |
Audience groups | Select the Audience Groups from the Non Selected Items box. Then choose Add to selected items.
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Related policies (optional) | Select any related policies from the Non Selected Items box. These must have already been added to the Policy Hub. Then choose Add to Selected Items.
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Document version number | Add the relevant number |
Release notes (optional) | Add any information about the policy assignment, launch or release |
Policy document (PDF and DOC fields) | Upload the policy document (PDF) and if your account requires it, also upload the source document (DOC or DOCX) |
3. Your policy is now added. Ready to add an attestation for the policy?