The Policies tool is where you can view, read, and sign policies that have been assigned to you. This ensures that you stay up to date with the latest requirements set by your organisation.
From this area, you can browse all available policies, use the Policy Reader to view details, and keep track of your progress through your personal Reading List. Policies are also available to download if needed.
This article will cover:
- How to access all the policies
- How to read and sign a policy
- Overview of the Policy Reader Screen
- Access your Reading List
- How to Download a Policy
Overview
When you open the Policies section, you'll see three sections:
- All Policies - a complete list of policies available to you.
- What should I do next? - a guide that highlights the policies you are required to read and confirm.
- Reading List - a summary of how many policies you still need to read or have read.
All Policies
All Policies will show available policies to your organisation. From here you can:
- Browse the policies by category or in alphabetical order
- Filter the policies table by a keyword or date
- Access Policy Information when hovering over a policy
- Read and Sign the policy when hovering over a policy
Change how you browse Policies
By default, All Policies will show policies in alphabetical order. If you would like to change the view, press "Browse for policies by category" under the "How would you like to browse all policies heading:
If you browse for policies via Category view, you can click through the folders and see relevant policies:
Filter Policies
Our search filter allows you to enter keywords and filter the Policies table. For example, if you are looking for "GDPR" content. The table will automatically adjust to show you the relevant content:
Read and Sign a Policy
There are a number of ways that you can keep on track and read and sign any outstanding policies. ProtectPlus aims to keep you informed via tasks, notifications and via your reading list.
To read and sign a policy, you have the following options:
-
Tasks - Click on a task on the homepage or within the Policies tool to be taken directly to your reading list:
- Reading List - Click on the "Reading List" link within the Reading List widget:
- All Policies - Hover over each of the policies and select the "Read Policy" button:
Policy Reader Screen
Within the Policy Reader screen, you have a number of options on the left:
- Table of contents allows you to navigate through specific parts of the policy.
- Properties shows you the policy owner, last published and review date and policy version.
- Related Policies information.
- Publish Notes
- Attachments can be downloaded to your device..
- Show Changes
Once you have read the policy, select the "I have read, understood and adhere to this policy" option at the top, then press "Sign & Mark as Read" button.
Once signed, a log will show in the top-right:
Your Reading Report widget will update to show that you have read 1 policy and provide a tally of how many you have left to read:
Reading List
Select the Reading List link within the Reading List widget to see policies that have been assigned to you:
Your reading list uses colours to make it easier for you to see which policies need attention: Policies in:
- Green show Completed Policies
- Amber show Policies that need reading
- Red show policies that are overdue
You can read a policy, but selecting the policy name, or selecting the "Read Policy" button on the right:
Alternatively, you can select the "Policy Information" button to see which category the policy is assigned to and then select the Read button on the left-hand side:
Policy information button:
Policy information - Read button:
Download a Policy
You can download, read, or unread policies from the Policy Reader page via the Download button in the top-right:
The policy will be downloaded to your device as a PDF with a small ProtectPlus - Shred-it watermark.