Viewing policies
Roles and permissions
The following roles can view and access policies:
Administrators can view all policies, access policies where they are a member, and join policies if they are not a member
Compliance managers can view all policies and access policies where they are a member
Users can view all policies and access policies where they are a member
Limited access users can only view and access policies where they are a member
Once you have added your organization's policies, the Policies page allows you to access and manage those policies. To view the list of policies, select Policies from the left menu.
The following options and information are available on the Policy list:
Option/Field | Definition | ||
|---|---|---|---|
Policies/Archived policies menu | Toggles the list between active and archived Policies. | ||
+New button | Adds a new policy. See Adding policies. | ||
 Filter | Filters the list of Policies by any combination of the following:
| ||
Checkbox | Bulk edit options display at the top of the grid view when one or more policies are selected. See Bulk editing policies. | ||
ID | System generated ID for the policy. This field can't be edited. Click to open the policy. | ||
Name | User-specified name of the policy. The Name can be edited on the policy Details page by hovering over the name and clicking the pencil icon. See Editing policy details. Click to open the policy. | ||
Owner | Owner and primary contact for the policy. The owner can be changed on the policy Details page or by selecting the policy checkbox and clicking Owner. By default, the owner is the Hyperproof user who added the policy. Ownership is indicated by the key icon superimposed over the user's initials. If you deactivate the user who owns the policy, it can be reassigned to a different user during the deactivation process. See Removing a user from your organization. You can bulk edit policy owners by selecting the checkboxes for one or more policies and clicking the Owner link at the top of the grid. See Bulk editing policies. | ||
Effective | Date that the effective version of the policy became effective. | ||
Next version due | The date that the next updated version of the policy should be completed, including going through the review and approval processes. The manager then moves the next updated version into the Effective stage, where it becomes the effective policy version. The prior effective policy version is moved automatically to the Retired stage when a new policy version is set to Effective. | ||
Next review | Date that the review process for the next updated version of the policy should be completed. | ||
Draft | Indicates the status of the most recent draft of a policy document. Draft statuses for a policy document include:
| ||
Updated | Date that any property of the policy was last modified. | ||
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. | ||
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. | ||
Members | Facepile of members. Hover over the members to display a list. Click the pencil icon to edit the membership. Select the checkbox next to one or more policies and click Members to update the membership of multiple policies at once. Membership can also be updated by opening the policy and clicking the facepile. See Adding a user to a policy. You can bulk edit policy members by selecting the checkboxes for one or more policies and clicking the Members link at the top of the grid. See Bulk editing policies. | ||
Custom fields | Each custom field added to a policy displays in a separate column with the name of the custom field listed in the column header. Custom fields on policies can be edited in bulk by selecting the checkboxes for one or more policies and clicking the link at the top of the grid view for the custom field you want to edit. See Bulk editing policies. |