Policies and Procedures

In the Policies and Procedures tab you can add your sample policy content, in a hierarchical folder structure. 

To see a tutorial on creating sample policies for your clients, see the training video here.

These policy articles are rich documents that can contain more than just text:

  • You can add substitutions, which are tags inside the policy that will your clients can easily replace to tailor it to their own organization. For example, you an put (^Company name^), and it will then replace that with the name of your client so it's automatically tailored to them. 
  • You can also easily add quizzes to those articles to create training programs, either created manually or using our AI service.
  • You can add checklists (with forms) to set up workflow solutions. This lets you not only document procedures, but automate them too with a full audit trail. Checklist entries let you collect form data from your user, and send it from person to person within the organization, collecting more information and decision making.
  • You can add risk data related to the article, that can visualize how that policy mitigates the specific risks you've identified. This same risk visualization can then link to centrally tracked risks in your risk register tab.
  • You can add attachments to the articles, such as PDF, videos or images.


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Up Since 5/7/2024 10:53:17 PM