How do I finalize a policy?

How do I finalize a policy?

These are the steps necessary to review and finalize the policies found in the Resource Library


First, select the policy you wish to finalize.‚Äč



Next, select the Download Template dropdown to reveal the Download Template option.


Select Download Template.



After selecting Download Template, you will see the option to Generate Tasks. Select this option to generate the review, revise, and finalize tasks for this policy.




Tasks will appear under the Policy Review Tasks menu. 




Selecting the checkbox next to the policy review tasks will display the Confirm Task Completion menu. Simply insert a note and select Confirm and Add Note.




As each task is completed, they will be logged under the Notes and Compliance Log section.




Once all tasks have been completed, the policy will be listed as finalized.


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