Managing Policies and Attestations

Policies and Attestations

Creating a Policy

1. Navigate to Compliance > Policies.
2. Click Add.
3. Enter the policy name and description.
4. Write the policy content using the rich text editor.
5. Set the effective date and review date.
6. Click Save.

Version Control

When you update a policy, a new version is created. The full version history is preserved, allowing you to see how the policy has evolved over time. Publish new versions when policies change.

Assigning Policies to User Groups

1. Create user groups in Compliance > User Groups (e.g., “Engineering”, “Finance”).
2. When editing a policy, assign it to one or more user groups.
3. All members of the assigned groups will need to attest to the policy.

Attestation Workflow

1. Users navigate to Compliance > My Compliance to see policies requiring their attestation.
2. Click Attest on a policy.
3. Review the policy content and confirm attestation.
4. The attestation is recorded with the user, date, and timestamp.

Administrators can monitor attestation status across all users and groups from the policy detail page.