Policy Center Support Articles
What is the quick access menu?
The Quick Access menu makes finding the policy you're working on easier. Any policy with incomplete tasks will conveniently display in the Quick Access menu at the top of the screen. This serves not only as a reminder, but a quick and easy way to ...
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 ...
How do I download a sample template?
Policies found in your Resource Library have a sample template available for download. To download this template, follow the steps below. First, select the Policy Center module from your menu. This will automatically lead you to the Resource Library. ...
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 ...
Policy Center Overview
The video below will provide an overview of the Policy Center section.
Why do my policies change color?
When a user first navigates to the Privacy Assessment module, they will notice several resources available in the form of Policies. Policies should be reviewed at least once a year or when there have been significant changes to your policy. ...