Policy Writing Options - Create your Policy in C1Risk

How to Write Policy in the C1Risk Platform 

The C1Risk Platform provides a template to enable customers to write their governance documents directly in the platform. The platform also enables one or more users to collaborate on writing the policy.

1. Follow the instructions above to create a new record.
2. The template provides the following fields for completion.
   1. Name of document
   2. Document Type (configurable drop-down menu)
   3. Content
   4. Author
   5. Collaborators
   6. Source 
   7. Review Frequency
   8. Control Library (training section 3)
   9. Approval (training section 4)

1. Policy Content can be created in Content Section. The content section supports the following features:
2. Rich Text
3. Heading and Paragraph Styles
4. Upload and placement of images and tables
5. Bullet, Numbering
6. Highlighting, underlining, bold, strikethrough
7. Text colors

For Track changes, “strikethrough” can be used and revised text added, however, changes are not tracked or able to be deleted automatically. As such, any strikethroughs and changes must be deleted by and revisions accepted by the appropriate reviewer.

For track changes, we recommend, keeping the document in MSWord, Google Docs, or similar, in a central document repository which can be linked to the policy record in C1Risk. 

Document Type can be selected from a drop-down menu that is pre-configured with the most used Document Types. To add additional Document Types, please submit a ticket to support. https://c1risk.freshdesk.com/support/solutions

To assign the Primary Author and any additional collaborators, use the appropriate fields. Eligible Users will appear in the drop-down menu for each field.

Populate the Source field (optional). The Source field serves as a reference or tag function for the document, to help search, reference and order documents jn the C1Risk Platform.

EXAMPLE:

Globex Asset Management Policy, 2023, version 1.0 OR/ Globex.AM.2023.01.0

Choose the review Frequency desired to trigger automated reviews based on the publishing date.

Use the Approval Required Section to select Approval/Review and set the Approval Rule using the drop-down menu, choosing from the following options.

1. At Least One Must Approve (requires only 1 user)
2. All Must Approve (multiple users at the same time or in any order)
3. All Must Approve In Order (Ordered Approval (see below)

1. All Must Approve in Order: This will trigger approvals based on the order you add the Reviewers to the Reviewer Section. Each reviewer must approve the document in order for the next review to be notified. Where a document is rejected, the NEXT reviewer will not be notified until the CURRENT reviewer has approved the document. 

2. Reviewers and Collaborators must be licenses users in the platform. Users can be added in the Administration Section, or submit a ticket with your request: https://c1risk.freshdesk.com/support/solutions 

• Policy writing collaborators are Admin Users
• Policy Reviewers are General Users