Skip to main content

Adding policies

Roles and permissions

The following roles can add policies:

  • Administrators

  • Compliance managers

Hyperproof policy management allows you to track and manage your organization's policies. Each policy record in Hyperproof represents the entire policy life cycle. Once you have created a policy, you must add one or more versions of your policy documents, approvals, proof, and links to controls. See Policy workflow for an overview of the process.

To add a new policy:

  1. From the left menu, select Policies.

  2. Click the +New button.

    The Create Policy window displays.

  3. In the Name field, enter a name for the policy.

  4. In the Description field, add a description of the policy. This field is optional.

  5. Click Create.

    The new policy displays in the list.

  6. Click the policy name to open the policy. See Editing policy details for field definitions.

  7. Next, add a version to the policy to contain the policy document and associated version data, such as the document status, important dates, approval information, and any necessary proof. See Adding a policy version.

In this section: