Introduction

The policy management module in C1Risk is designed to enable customers to create, publish, review and revise governance documents in the C1Risk Platform. Additionally, governance documents may be mapped to regulations or standards in the customers control library for the purpose of ensuring that all in-scope requirements are met. 

C1Risk Policy Management Roles

Policy Management Features

The following is a list of capabilities for the policy management module. Operating procedures and training are also provided in this document for these features. 

• Document Creation

1. Write and publish documents in the C1Risk Platform.
2. Link documents to the platform URL link to central document repository.
3. Attach a document to a policy record.
4. Link an existing document via Google Docs or MSWord (Coming soon).

5. Document Retention 

   1. Draft documents.
   2. Publish documents.
   3. Archive documents.

• Regulatory and Control Mapping & Gap Analysis

  1. Map policies to Regulations and Standards in the customer’s GRC Library.

• Document Review

  1. Conduct single, multiple, or ordered multiple user review of documents.
  2. Schedule Annual or Quarterly review of documents.
  3. Auto-archive revised documents.

• Policy Exception

  1. Submit policy exceptions.
  2. Track policy exceptions against polices.
  3. Revise policies.

Navigating the Policy Management Module

1. Filters

Filters can be found in the List View and Policy Records to help navigate and select information or specific records as follows:

2. Customize the List View

The List View can be customized to restrict or view all data fields, as follows:

3. Action Buttons

Use the Ellipses button to activate all possible tasks in the list view or record. Available actions will automatically highlight in the drop-down menu.