Getting started with Policy Manager
The Policy Manager app consists of the following components:
| Field | Description |
|---|---|
| Tasks | This field enables you to view and manage your documents. For more information, see Find your tasks. |
| Documents | This field enables you to create new policies or documents. For more information, see Creating a document. |
| Reports |
This field enables you to create new reports and view these reports under dashboards using the Activity Center page. For more information, see Reports. |
| Administration |
This field enables you to configure your administration settings as per your requirement. For more information, see Administration for Policy Manager. |
| Preferences | This field enables you to configure the display settings when you log in to the Policy Manager application. These settings will stay the same no matter what device you use to log in. For more information, see Setting preferences. |
| Policy Portal | This field enables you to access the documents created through Policy Manager software. For more information, see Overview of Policy portal. |
For further assistance, select the Help icon in the top-right corner to access the online help resources.
Navigating to Policy Manager
From the Platform home page (www.diligentoneplatform.com), select the Policy Manager app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Policy Manager app.
Quick links
If you are a first time user, the first activity you do as you login to the Policy Manager is create a new document, or if you already have a document created you navigate to Task. You can perform the following activities:
If you are creating documents, see:
If you are revising a document, see:
If you are approving a document, see:
If you are publishing and/or closing a document, see:
You can also do off-cycle reviews. For more information, see Starting an off-cycle review.
