What are policies and procedures?

Policies and procedures are documentation describing how your organisation ensures adequate implementation of e.g. legislation and/or security frameworks.

This could be in the form of policies, procedures, and/or supporting documents.

The document hierarchy describes the structure of the documents. The levels or the structure within the hierarchy of the documents is as follows:

  1. A policy is a set of general guidelines that outline the organization’s plan for tackling an issue.
  2. A procedure provide step-by-step instructions for specific – list routine tasks.
  3. Supporting documents are documents that support the policies and procedures with further guidelines.

Fill out or approve the master data for the process

Click on the edit button here to update basic information.

Title

Write the name of the legal documentation e.g. “Deletion Guide”.

Category

Choose the category of the documentation:

  • policy
  • procedure
  • supporting document
Tags

Create tags that allow the documentation to be searched using this tag. This is a way of sorting and categorizing different documents. For example, a deletion guide tag can be “deletion” as an indication of the area in question.

Responsibles

Assign or approve the persons responsible for documentation. It is possible to add several users as responsible if necessary. One user can be marked as the final accountable, by marking this person with the star-icon.

Departments

Click on the department the documentation is related to.

Description
Documents

See the elements related to/supported by this documentation under the sheet, Relations

Policies and procedures

See other Policies, procedures or supporting documents that are related to this document in question. Here you can see the category, level or subscribe to notification when changes occur.

Processes
Activities
Systems
Generic controls
Frameworks
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