Policy index master page checklist

As a System Admin, refer to this table for the additional information you need to set up Policy Manager.

Document type Category Sub-category Owning group Target audience
Codes Ethical Codes Safety Codes Legal All employees
Forms Compliance Financial Compliance All employees
Guidelines Health and Safety HR HR All employees
Policies Benefits IT Policies HR IT
Standards Quality Engineering Compliance All employees
Organizational Plan Business Continuity Plan   Compliance All employees
Bylaws Governance   Leadership Leadership
Working Practice Documents Compliance Operational Compliance All employees
Handbook Employee and IT Handbook   HR and IT All employees and IT

If you are an System Admin of the Policy Manager-help , you can do the publishing and closure phase of the review cycle of the document.

Review cycle Drafting Revising Approving
Annually CFO CFO Compliance
Quarterly

CNO

 CNO Leadership
Annually CQO CQO Compliance
Quarterly EOC Director EOC Director Compliance
Annually CNO CNO Leadership
Annually IT IT Compliance
Biannually Leadership Leadership Compliance
Annually Compliance Compliance Leadership
Biannually ARS and IT ARS and CTO Compliance and CTO