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Editing policy details

Roles and permissions

The following roles can edit policy details:

Administrators with manager or contributor permissions for the policy.
Compliance managers with manager or contributor permissions for the policy.
Users with manager or contributor permissions for the policy.

Use the policy Overview tab to view and update properties for a policy. Click on a field to modify its contents. Some fields only display during a specific stage in the policy life-cycle. Certain fields, such as ID, can't be modified. Hover over the field you want to modify and click the pencil icon.

Note

The fields you can edit vary depending on your role and the permissions you have been assigned.

Table 176. Policy Overview tab fields and options

Section/Field	Description
Facepile	Users who are members of the policy.
Tasks	Opens the Tasks panel where you can view existing tasks or add new tasks for the selected policy. See Creating a task.
Activity Feed	Opens the Activity Feed for the selected policy. See Understanding the Activity Feed.
Details
ID	System generated ID for the policy. This field can't be edited.
Policy name	User-specified name for the policy. The name must be unique. Individual versions within the policy are identified by a unique Version ID.
Description	User-specified description of the policy. This field is optional.
Owner	This person owns the policy and is designated by the key icon in the facepile. By default, this is the user who created the policy. Click in the Owner field to select a new owner for this policy. See Changing a policy owner.
Custom fields	Lists any custom fields you have added to this policy. You can edit the value stored in a custom field by hovering over the field and clicking the pencil icon. Custom fields are displayed alphabetically. To add or edit custom field configurations, see Creating a custom field.
Life cycle
Quick view of the policy life cycle.
+ Add version	Add a Draft, Effective, or Retired version to the policy. See Adding a policy version and Managing policy life cycle.
Life cycle - Draft
Quick view of the version in the update, review, and approval cycle.
Draft	Indicates the status of the most recent draft of a policy document. Draft statuses for a policy document include: Editing - The most recent version of the policy is in a Draft status and is being edited. Approved - The most recent version of the policy has been approved. Changes requested - The most recent version of the policy is in an Approval status and an approver has requested changes to the policy document. Approval - The most recent version of the policy is in an Approval status and ready for review by the approvers. Blank - There are no policy versions in a Draft or Approval status.
View	Click the View link to go to the Document tab and view the draft policy document.
Actions	Use the Actions drop-down menu to move a draft policy version into a different stage. Menu options include: Approval - Moves the draft to Approval status and launches the Request approval window, where you can assign approval tasks to approvers. See Policy approvals. Editing - Moves the draft to Editing status. If the draft is in an Approval status, any associated approvals are cancelled. Effective - Makes the draft version the effective version and moves the current effective version to a retired status.
Version ID	User-specified ID of the policy version set when a new draft version is added. Click in the field to edit the text.
Approval ID	This is the system-generated ID for the approval associated with the policy document version currently under review. The approval ID represents the collection of approval tasks where each approval task is assigned to a separate reviewer. This field displays when the next version of the policy document is in the Approval stage.
Approvals due	Indicates when the approvers should complete the approval process. This field displays when the draft version of the policy document is in the Approval stage.
Approvers	Lists the users assigned to approve this document. This field displays when the draft version of the policy document is in the Approval stage.
% complete	The percentage of approvals completed for this version of the document. This field displays when this version of the policy document is in the Approval stage.
Approval state	Indicates the status of the parent approval task. This field displays when a draft version of the policy document is in the Approval stage. Statuses include: Not started - None of the approvers has started their review. In progress—At least one approver has set the status of their approval task to In progress and started the approval process, or at least one approver has approved the document, and other approvals are still pending. Approved - All approvers have approved the document. Change requested - An approver has selected Request changes for the policy document and entered a comment. See Approving or requesting a change to a policy.
Life cycle - Effective
Quick view of the current, approved, effective policy version.
Version ID	User-specified ID of the effective version of the policy set when the version was added. Click in the field to edit the text.
Effective	Date that this version of the policy became effective. This field can't be edited.
Next version	Date when this version of the policy should be replaced with a new updated version. Click to change the date. The date field is highlighted in red if the review is past due.
Approved	Date when this version of the policy was approved. This field can't be edited.
Approvers	Users who approved this version of the policy. This field can't be edited.
Published URL	This is the URL where company employees can read the effective version of the policy without logging in to Hyperproof. Click in the Published URL field to add or edit a URL.
Life cycle - Retired
Lists all previously effective policy versions that are now retired but available for reference.
Version ID	ID for a retired policy version. Retired versions can be accessed from the policy Document tab by selecting the correct version ID from the View drop-down.
Effective	Date that this version was made the effective version of the policy.
Retired	Date that this policy version was retired. The effective version is automatically retired when a different version's stage is set to Effective.
Owner	The person who created the policy version is the Owner.
Operating
Indicates how the organization is operating in accordance with the policy.
Controls	Number of controls linked to the policy. Click the number for a list of controls. Select a control from the list to open it. To add or remove controls, go to the Controls tab for the policy.
Issues	Number of issues linked to the policy. Click the number for a list of issues. Select an issue from the list to open it. To add issues, go to the Issues tab for the policy.

In this section:

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