Policy Hub
Includes step by step guides on how to add new policies, set up attestation rules and attestation reports
42 articles
Getting started with Policy Hub
In these articles we break down everything you need to know about using Policy Hub. We'll walk you through each step, offer easy-to-follow tutorials, and help troubleshoot any issues you encounter.
How to add policy domainsThis article shares how to manage and separate policies by creating multiple domains.
How to update your policy management settings
Adding and managing policy administrator roles
Adding external links to a policy
Adding policies in multiple languages
Enabling Policy Digital Signature within Policy SettingsThis article guides you through how to enable or disable the Policy Digital Signature within Policy settings.
How to make your policy views anonymous
How to upload supporting documentation to a policy.This article provides guidance on uploading supporting documentation and links to your policies within Policy Hub.
How to add and manage attestations for policiesFind out how to add attestations to policies so users can attest to policies on initial releases and re-attest regularly.
Updating the Policy Attestation questionWhen configuring your policy settings, you can edit the standard attestation question to fit your requirements.
Assigning a Policy without an Attestation
How to search for a policy by subcategoryLooking for a policy? This article shows how to find it faster by searching with the subcategory filter.
Bulk Update a Policy StatusThis article will guide you through the process of changing the status of a policy in bulk.
How to suspend a PolicyThis article guides you through how to change the policy status.
Download a policy version report
Accessing and reviewing attestation reports
Add a public policy page
Enabling Notifications for Policy Declinations in the Policy HubThe Policy Hub now includes a feature that generates a notification when a user declines to comply with a policy.
How to add new policies when the No Approval setting is activatedExplore how to add policies and how to change the approval mode setting.
How to update and add new versions to an existing policy when No Approval is requiredHere you can find out how to do a minor update or upload a new version of a policy held in Policy Management.
Updating the information details and assign an audience group for a policy when the No approval setting is enabled
No approval - Uploading a new version of a policy and resetting training records
Accessing and reviewing previous policy versions when the No approval setting is enabled
Adding new policies when recording approvers manually
Adding a policy when recording approvers manually
Accessing and reviewing previous policy versions when recording the approvers manually
How to update and add new versions to an existing policy when manually recording ApproversHow to do a minor update (without requiring users to complete a new version) or upload a new version of a policy held in Policy Management.
Policy approval settings overviewThis article explains the three policy settings available in the Policy Hub.
How to add new policies when using the Approval workflow settingUsing your portal to manage policy approval workflows? Check your Policy Hub approval mode setting is set to Approval workflow. Here's how
Publishing a Policy using the Approval Workflow
Updating the information and position of an existing policy when using the Approval Workflow
Assigning policies to audience groups when using the Approval Workflow
Approval workflow -Uploading a new version of a policy and resetting training records
How to update and add new versions to an existing policy when using the Approval workflowExplore how to do a minor update or upload a new version of a policy held in Policy Management.
Adding approvers to a new policy document when using the Approval Workflow setting
How to add and update approvers to an existing policy when using the Approval workflowThis article shares how to add and remove approvers.
Adding a last verified date to a policy
How an approver can make comments when reviewing a Policy using the Approval Workflow
Resolving comments made by approvers when using the Approval Workflow
My policy status has changed to Verification required, what does this mean