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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 contains the effective and retired versions of the policy, the life cycle to create, review, and approve new versions, and links to controls and issues to operate the policy. 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. The name must be unique.

  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.

    Note

    Note that this is an empty policy with no policy document versions, no links to controls, and no issues.

  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.

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