Assigning a Policy Owner
In most frameworks, having a designated Policy Owner is required or strongly recommended. The policy owner is responsible for maintaining, reviewing, and updating policies to ensure they remain effective and aligned with both organizational needs and compliance requirements.
You can assign a policy owner from several locations with in the platform.
- Select Policies icon using the left side bar menu
- From here you can assign the Policy owner using several different methods.
- Policy dashboard - use the select button and then use the Assign Owner button in the top right corner
- Bulk - You can also select many policies at once, then use the Bulk Assign Owner in the top right corner of the screen
- Individually - Click on a individual policy name or the three vertical dots to the right of the policy, then assign owner using the top right drop down.
- Once you have finished click Save and Publish
Edit or change a Policy Owner
Once your policies are published, technically only that owner can edit the policy. With that said, there are occasions where that Policy Owner has left the org, changes positions, or needs assistance from anther admin.
In these scenarios, in order to edit the Policy another admin would need to become the owner of that policy.
An admin can change the owner in 2 different ways.
- Head to the Policy page, click on the check box next to the applicable policies, then Assign owner in the top right corner. This will allow you to update one or more policy owners at a time.
- Click on the policy name, then Edit Policy, then change owner using the Policy Owner drop down.
Assigning a Policy to Personnel
Once your policies are published and you are ready to send Employee Onboarding invitations, those policies can now be reviewed and acknowledged by your personnel and contractors.
Frequent Asked Questions (FAQ)
I have published policies and sent Onboarding but my users report they don't see these policies in their employee onboarding portal?
- In order for your users to view the policies, they will need to be in the group that is assigned to those policies.
- Ex, you may have a Secure Development Policy that may only required for your Development Team whereas your Privacy and Data Policy may have a group assigned to All Employees. You can update the groups for your users by using the checkbox in the Personnel Settings > Group Tab.
Does changing the owner of a Policy also change the configuration of that policy?
- No, the policy would stay in tact even if you change the owner.
- This simply changes the owner, who is able to save and publish edits to the policy, and will be reminded to update this policy after 1 year.
What should we do if the owner of our policies is no longer at our company?
- If the owner of a policy has left the organization, it’s best to assign a new owner. Policy owners are responsible for maintaining and reviewing the policies, so having an active owner ensures the policies remain up-to-date. See above on how to change the owner for a policy.
Comments
0 comments
Article is closed for comments.