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.
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.
Submit a Ticket
Privacy Assessment Overview
The video below will provide an overview of the Privacy Assessment section.
How do I print a completed assessment?
Users who wish to print their completed assessments can follow these steps. First, select the VENDORS module. Select ASSESSMENTS. Select Review Assessments. This will display all Completed and In Progress assessments. Locate the desired assessment ...
How do I delete a Contract Review?
How to delete a Contract Review. To delete a Contract Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Vendor you want to remove the Contract Review from, select Edit ...
How do I add an Audit Review?
To add an Audit Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. From this list, locate the Vendor you'll be adding the Audit Review to, and select Edit Listing. This page will allow you to see ...
How do I delete an Audit Review?
How to delete an Audit Review. To delete an Audit Review, locate the Vendor Management menu option. From your Vendor Management menu, select My Vendors. Once you've located the Vendor you want to remove the Audit Review from, select Edit Listing from ...