Getting started with Policy Manager

The Policy Manager app consists of the following components:

Field	Description
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.
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.
Document Components	Document components are content that you can reuse when creating documents and document templates. For more information, see Using document components.
Regulations	You can catalog regulations, laws, or other outside governance requirements relevant to your organization and add documents to create auditable reference of requirements. For more information, see Regulations.
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.
Search	This field enables you to find documents using the detailed search feature. For more information, see Search with document details.
Policy Portal	This field enables you to access the documents created through Policy Manager software. For more information, see Using the Policy Portal.

For further assistance, select the button to go to the online help.

Navigating to Policy Manager

From the Launchpad 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:

• Creating a document

• Managing cross references

• Using widgets

If you are revising a document, see:

• Revising a document

• Using the Document Editor

• Managing cross references

• Using widgetsReferences and regulations

• Using widgets

• Find your tasks

• Rerouting tasks

• Taking or releasing ownership of a task

If you are approving a document, see:

• Approving a document

If you are publishing and/or closing a document, see:

• Publishing a document

You can also do off-cycle reviews. For more information, see Starting an off-cycle review.