How do I use the Policy Manager dashboard?
- Once logged in Click on ‘Admin’ shown on the landing page at the top to the left of your profile icon.
- To the left of the page, select ‘Compliance Management' then select 'Policy Manager'
- The dials show an overview of the current status of your policies:
You will find all of your policies in the Policy List:
- Export report and Progress report - Understand the progress of your policies by generating reports
- Hide unused policies - Allows you to hide statutory policy placeholders that aren't relevant to your setting
- Policy types and status link - Gives a quick reference guide on the type and status of your policies
- Search bar - Search for your policies by name
- Status drop down - Filter your policies by status
- Column sort arrows - Click on the arrows to sort your policies
- Actions column - Click on the 3 dots to expand the Action options for each of your policies