Creating & Uploading a Policy

Creating a Saved View

1. Apply filters to display relevant Controls. 

2. Click Save to View. 

3. Provide a name for the saved view. 

4. The saved view appears as a separate tab for easy access. 

5. Click Cancel at any time to discard unsaved changes.

Creating & Uploading a Policy

To upload a new policy document:

1. Click Policies in the Compliance Management section of the Regology navigation bar.

   

2. Click Upload New Policy in the top-left section of the page.

3. The Upload Policy modal appears.

   

4. Enter the required details:

   • Title and Description

   • Owner of the policy document

   • Effective Date and Last Updated Date

   • Document URL or upload the policy document by dragging and dropping the file

5. Click Save to publish the policy.

   • The policy is automatically available for association with authoritative documents.

6. Click Cancel at any time to discard unsaved changes.

Applying Filters

The filters available in the Policies section include:

• Search – Allows users to search for policies using keywords.

• Owner – Provides a dropdown to filter policies based on the owner.

• Effective Date – Allows filtering policies by their effective date.

• Authoritative Document – Allows filtering based on associated authoritative documents.

• Published Toggle – A toggle switch to filter policies based on whether they are published or not.