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Policy Management

Kevin avatar
Shared by Kevin • September 07, 2023

Hi there,

We have made some improvements to our policy management for custom and uploaded policies. A few design optimizations have been made to unify all policies including:

  • Pagination is introduced for the policies table
  • The table overview is the same for uploaded and customizable policies
  • Admins can add or edit a framework (HIPAA or SOC2) to an uploaded policy
  • Admins can view a logbook for an uploaded policy that tracks title changes and published status
  • The policy flow is now 3 levels deep (Policies > Personnel > Code of Conduct Policy)
  • Version control and the logbook are simplified.
  • A logbook serves the purpose of retrieving previous versions of a policy. Although Admins cannot modify or publish an older version of a policy, it will display the version numbers detailing what previous changes were made.
  • Each version is displayed on an individual page, which informs the viewer about what changes have been made.
  • Optimized design when viewing policies from tablets and mobile phones.