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Update policies and procedures on Activities

Update policies and procedures on Activities

When working on an Activity you can add a policy or procedure to the Activity. By doing this the policy and procedure can be seen from the Activity level.

Follow the below steps to add policy and/or procedure.

Add policy from drop-down menu

Click on the add button “+ Add new”

Choose the policy item from the drop-down list.


If no relevant policy, this must be added. Contact your administrator or go to the Policies and Procedures tab and create a policy.

Create policy

Click on the green button on the right side “+ Create policy”. Fill in the master data.


Write the name of the legal policy or procedure e.g. “Deletion Guide”.


Describe the content of the document.

The purpose of this policy is to guide the deletion proces when personal data has to be deleted.


Choose the category of the documentation:

  • Policy
  • Procedure
  • Supporting document

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.


Assign or approve the responsible for the policy. 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.


Click on the department the documentation is related to.

When finished click Save.

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