Setting up Policy Manager

If you are System Admin of Policy Manager, you can identify your user's additional needs such as additional fields or tags for tagging documents. For more information, see Policy index master page checklist.

Order of set up

A good practice is to set up your system in the following general order.

Set up users

• Set up security groups. For more information, see Managing security groups (user roles).

• Set up users which require association to a security group. For more information, see Managing users.

• Set up review queues and assign users to the queues. For more information, see Managing review queues.

• Set up configuration settings used throughout Policy Manager. For more information, see Configuring categories, values, and attributes.

• Add additional fields as required by your organization. For more information, see Managing additional fields.

  Add document settings

  • Set up review frequencies. For more information see Managing review frequencies.

  • Set up tag groups which allow you to group documents for searches or other uses based. For more information, see Tagging groups of documents.

  • Set up the target audiences to identify who has access to various documents. For more information, see Managing target audiences.

  • Set up review flows and tasks for review. For more information, see Document review cycle.

  • Set up a review flow and tasks. For more information, see Managing review flows and tasks.

  • Optionally, set up review flow snippets, if you want use snippets other than the default. For more information, see Managing review flow snippets.

  • Set up review flow assignments which are the rules to ensure a document is assigned to the correct review cycle. For more information, see Mapping review flow assignments to documents.